Adding notes and property details

The stuff your crew needs to know before they pull up to the curb. Gate codes, dog warnings, lot size, and special instructions.

Notes and property details are how the office talks to the crew. The customer told you over the phone that the gate code is 4521 and there is a friendly dog in the backyard. The crew showing up tomorrow morning needs that. This guide covers where notes live, the difference between customer-level and property-level details, and how everything surfaces on the job card in the field.

Customer notes vs property details

Mowzey has two places to capture this kind of information, and the difference matters when a customer has more than one property:

  • Customer notes. Free-text field on the customer profile. Use this for things that apply to the customer no matter which property you are at: "Prefers Tuesday mornings", "Always pays by Zelle", "Sister of the Henderson account."
  • Property details. Attached to a specific property. Use this for anything site-specific: gate code, dog warning, hazards, lot size, where the spigot is.

If a customer has one property (the most common case), you can put everything on either field and it does not really matter. If they have three rental houses, you want the gate code on each property, not on the customer.

Adding customer notes

1
Open the customer's profile from the Customers list.
2
Scroll to the Notes section, or click Edit and find the Notes field in the drawer.
3
Type freely. There is no character limit. Use line breaks to keep things readable.
4
Save. The notes are visible to you and any crew member who opens a job for this customer.

Pro tip

Stick to short, factual lines. "Gate code 4521" is better than "When you get to the gate, you'll need to enter the code 4521 to get in." Crews are reading these on a phone in the truck.

Adding property details

1
On the customer profile, scroll to the Properties section.
2
Click a property to open it, or click Add property if you need a new one.
3
Fill in any of the site-specific fields:
  • Lot size in square feet (used for time estimates and pricing)
  • Gate code, if there is one
  • Hazards: pool, low branches, sprinkler heads, beehive
  • Pet info: "Friendly dog in backyard" or "Aggressive dog, do not enter rear yard"
  • Special instructions: skip flower beds, do not bag clippings, leave gate open when done
4
Save. The next job scheduled at this property surfaces everything on the job card.

Attaching photos to a property

Photos are worth more than instructions for some situations. Common useful shots:

  • Where the gate is, especially when it is around the back of the house.
  • Skip areas marked up. A wide-angle photo of the yard with arrows on the flower beds is faster to interpret than three sentences.
  • Hazards: the spot the riding mower always gets stuck, the broken sprinkler head to avoid.

On the property page, click Add photo and upload from your phone or computer. Photos show up in a gallery on the property and as thumbnails on the job card.

What the crew sees on-site

When a crew member opens a job from the Jobs page or the daily route, the job card shows the property notes inline, right above the service list. Customer-level notes are one tap away on the same card.

Photos are tapped to expand full-screen. Hazards and pet warnings get a colored callout so they cannot be missed in a glance.

Good to know

If you change a note or detail after a job is already scheduled, the crew sees the updated version the next time they open the job card. No need to reschedule or re-create the job.

Good examples to copy

Property notes that work well in the field:

  • "Gate code 4521. Push hard, sticks."
  • "Friendly black lab in backyard. Owner OK with you entering."
  • "Do NOT mow the wildflower patch by the mailbox. Customer's pride and joy."
  • "Sprinklers run 6-7am MWF. Avoid that window."
  • "Park in driveway, not street. HOA tickets street parking."
  • "Customer's elderly mother lives here. Knock if you need anything; she is hard of hearing."