Project Info
The Project Info section contains all important project details, including:
- Project type and sub-type
- Property type
- Status
- Price list
- Address
- Insurance information (if applicable)
This section provides a full overview of the job setup.
Internal Details
Internal Details is a private notes area used for important internal instructions.
This section is meant for information such as:
- Entry instructions (door codes, lockbox details)
- Pets in the home
- Notes taken while speaking with the client
- How to access specific areas (attic, basement, crawlspace)
- Safety notes or special instructions
Internal Details help ensure everyone working on the project has the information they need before arriving on-site.