How to Add Notes and Tags to a Booking
Add a note
- On the booking card, tap Add Note (below Tags).
- Type your note, like how to get in, and tap Add Photos if helpful.
- Tap Add. The note shows on the booking card.
To change it, tap Update Note. After the job, find it under ⋮ > View Note.
Add tags
Tap the Tags row on the booking card to add or edit tags, so you can group your bookings.
Find bookings by tag
On the UPCOMING tab, type the tag in the search bar. It searches by address, tag, task or cleaner. For finished jobs, use Search Completed Job on the PAST tab.