What is the purpose of internal notes in ServiceTitan?

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Problem

What are internal notes? And why does it seem like internal notes are not useful?

Solution

Internal notes are a feature from the early days of ServiceTitan and aren't widely used today. Here is what you need to know about internal notes:

  • Purpose: Internal notes were meant to be office-side notes about customers.

  • Visibility: These notes are only visible when editing a customer's profile.

  • Recommendation: Use regular notes for jobs, locations, or customers instead of internal notes, as these are more effective.