For pros
Send a field note to the office
Updated Jul 2, 20263 min read
Log a homeowner ask or something you spotted, and it lands in the owner's request inbox to act on.
A field note is how you tell the office something without leaving the property — a cracked skimmer, a gate code, a homeowner ask. You jot it on the visit and it lands in the owner's request inbox as a tracked item.
Add a note on the visit
While you are on a visit, add a field note describing what you saw.
It reaches the office
Your note appears in the owner's inbox, where they can quote it, schedule it, or act on it. Nothing gets lost between the yard and the office.
From the field to a taskA field note becomes a real item in the owner's inbox — see “The request inbox” for how they work it.
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