How to add a recurring note about a customer that will appear on every work order for that customer.

1. Accessing Customer Contact Information

   • Navigate to the customer's contact details.

   • Click on the "Notes" section.

2. Adding a Note for Work Orders

   • Type in the note you want to add for the customer.

   • Ensure to select "Invoice" under the visibility option.

3. Finalizing the Note

   • Save the note.

   • The added note will now appear on every work order for the specific customer (e.g., Brookhaven office).