WorkGuru allows you to record notes against a particular quote that are available for other staff to view. To add the note, click on the Notes tab of the quote detail page.
Write a note in the text box provided and click Add Note. The note will then be displayed in a list organised by date and user. You can click the Delete button to remove the note.
You can also email notes directly to the quote by following the instructions in the email section. Emailing to tenantname@workguru.email with the quote number in the subject-line. NOTE: This is separate to the Email History, which is a log of the outbound emails sending the quote to the client.
The body of the email will display in the Notes tab and any attachments will be added to the Files tab.
