Site/Build Notes + Contractor Visibility

 

The Site/Build Notes are hidden from your contractors and the client by default, and most (99%) of our building, renovation, and maintenance clients leave it this way, allowing your project team to keep notes for your builds internally.  

Similarly, the Client Site/Build Notes are not visible to your contractors at all - and are only visible to your Client if you've given them a client login. 




How to Add a Project Site/Build Note


Both your Project and Client Site/Build Notes are available via the lower end of your project's Overview sub-tab - as per the screenshot below.  

Once you have scrolled down to the Project Site/Build Notes section - adding notes is pretty straightforward:

  • You can type in (or copy and paste) text into the notes field, and attach images and other documents via the 'Click to select file(s)' section.  
  • Once you have finished adding your notes and attachments click 'Save' to confirm your entry.


NOTE:  Notes are saved in date order, from the most recent, down to the oldest.  Each note will list who added the note, and the day the note was added. You can use the search bar to search for notes via keywords.  And finally, notes can be edited, pinned to the top, and deleted via the pencil, thumbtack, and trash can icons respectively.  


NOTE: If you really want to turn on your contractor access, across ALL of your projects, contact us via phone 07 210 2228 or email help@ravebuild.co.nz to request this.







How to Add a Client Site/Build Note


Once you have scrolled down to the Client Site/Build Notes section - you'll see that adding client notes and attachments is the same as adding project Site/Build notes:

You can type in (or copy and paste) text into the notes field, and attach images and other documents via the 'Click to select file(s)' section.  

Once you have finished adding your notes and attachments click 'Save' to confirm your entry.

And again, notes are saved in date order, from the most recent, down to the oldest.  Each note will list who added the note, and the day the note was added. You can use the search bar to search for notes via keywords.  And finally, notes can be edited, pinned to the top, and deleted via the pencil, thumbtack, and trash can icons respectively.  



NOTE: Adding a client site/build note WILL generate an email to your Client, letting them know their project has a new update - if you are not intending to give your client access to their project, DO NOT add any Client Site/Build notes here.