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  • An asterisk (*) beside the link means a note has been added

  • Add/edit the note, click Accept to save

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1. Access landlord financial screen

From the landlord record:

  • In the Financial panel, click edit (pencil) icon

2. Add works order note

In General Financial Details panel:

  • Beside Works order notes/instructions, click View/edit note

Tip

3. Note shown on works order

The note is Landlord notes are shown on all works orders (and supplier invoices) for the landlord’s properties, marked as Landlord notes

Tip

Property notes can also be added (specific to the property, not the landlord), click here for more information

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