Add Office Notes to Jobs and Clients

Add Office Notes to Jobs and Clients for internal information that should not be visible to drivers or customers.

Office Notes are available in two areas of MyTrucking:

Both work in the same way and are designed for internal communication between office staff.

✅ Are visible to office users only
✅ Can be added to Jobs and Clients
✅ Remain attached to the specific Job or Client where they were entered

❌ Are not visible on the Mobile App
❌ Are not printed on invoices or customer documentation
❌ Do not appear in reports
❌ Do not automatically copy between Jobs and Clients

If you need to leave information that should be visible to drivers, use the Driver Notes field on the Job instead.

Office Notes on Jobs can be used to record internal job-specific information that should only be seen by office staff.

Examples may include:

These notes remain attached to the individual job and are not linked to the client's Office Notes.

Office Notes on Clients can be used to record internal client information that should only be seen by office staff.

Examples may include:

These notes remain attached to the client record and are not copied onto jobs created for that client.

Any user with access to the relevant Add/Edit Job or Add/Edit Client page will be able to view and update Office Notes.

💡 Top Tip

Office Notes are designed for internal use only. Whether added to a Job or a Client, they remain visible only within that record and do not flow through to reports, invoices, the Mobile App, or other areas of MyTrucking.

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