Enhanced Project Notes for Improved Organization

Dave Robertson
March 24, 2025
5 min read

Projects inevitably involve a lot of those random details – quick notes, lockbox codes, utility logins – that don't quite fit anywhere else. We realized our old Project Notes weren't providing the organization you needed, so we've introduced a new and improved version with significantly more flexibility.

What's Changed?

Project Notes Annotated

Multiple, Separate Notes:

Before, you were limited to a single Project Notes text area, which often became cluttered with random information. Now, you have the flexibility to create multiple, distinct notes, allowing you to organize your miscellaneous project data by topic or category

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Enhanced Text Editor:

We've added a robust text editor, giving you a wide range of formatting options. Use headings, bullet points, lists, bold text, italics, and even links to customize your notes and make them easy to read.

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What Can You Use Project Notes For?

This enhanced Project Notes is your central hub for all those miscellaneous project details. Think of it as your project's digital notebook, where you can:

  • Document walkthrough observations: Detail specific property conditions and potential issues.
  • Organize scope of work: Create clear lists of repairs and renovations.
  • Store lender and loan information: Keep contact details and loan terms easily accessible.
  • Manage partner details: Track agreements and responsibilities.
  • Record lockbox and utility information: Store codes, logins, and contact details.
  • Keep track of material costs and calculations: Centralize all your financial data.
  • Compile contractor notes and communication logs: Stay organized and informed.
  • Plan marketing strategies: Record listing details and marketing plans.
  • Save meeting notes and to-do lists: Keep track of important discussions and tasks.
  • Link to external resources: Easily access documents, photos, and websites.
Dave Robertson
March 24, 2025
5 min read
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