Project Notes

Learn how to use Project Notes for organizing all of your miscellaneous proejct notes.

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How it Works

Project Notes is a free-form note-taking tool within each project — a place to capture miscellaneous information, research, conversations, and ideas that don't fit neatly into other structured fields but are too important to lose track of.

What it does

Project Notes gives you a persistent, searchable notepad attached to each individual project. Add timestamped notes throughout the lifecycle of a deal, from initial research through final sale, and keep all project-related context in one organized place.

How to use it

Navigate to the Project Notes tab within any project. Add a new note by typing in the text field and saving. Notes are displayed in reverse chronological order so your most recent entries are always at the top. Search within notes to quickly locate specific information from earlier in the project.

Why it matters

Every project generates a steady stream of important but unstructured information — contractor conversations, seller negotiations, city permit notes, HOA details, and more. Project Notes ensures that critical context is always captured and available, so nothing important gets lost in a text thread or forgotten between site visits.

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Product Updates

Latest Updates

Enhanced Project Notes for Improved Organization

Enhanced Project Notes for Improved Organization

We've upgraded Project Notes to provide the organization you need. Now, you can create multiple, categorized notes to keep all your project information organized.
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