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Convenient Notes Feature by ManageMart

Keep relevant data about your accounts, equipment, customers, and employees in cloud-based notes feature!

Explore the Notes Feature

Being highly competitive is a tough question for each company. How to multiply your sales and not to lose your time? That’s right - the answer is ensuring your inner operations and customers’ relationships to be efficiently maintained. ManageMart software is a product with all necessary features for any business industry. Whether you have electrician services, cleaning, catering or education - you will find really valuable features for improving your workflow - Notes. Here you see information about what tools could be created, managed, sent, and shared.

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Notes Feature in Software for Field Service Business Management

One of the success secrets is to notice, analyze and invent something new. Everything comes up from the head. Notes feature is a very useful option for prompt creating and storing your ideas, notes, and thoughts. Having useful thought in your mind, you can promptly save it in ManageMart Notes.

  • Our software is Cloud-Based so you need only to write and save it. All the data will be available for you anytime.
  • You can manage all your notes from the mobile application, which is available both for iOS and Android and any PC.
  • You can also create a lot of tools as customizable estimations, invoices, contract templates, emails and so on. 
  • You can export or convert anything in PDF for your clients and send it as snail mail documents. For those who are looking for regular mail - that’s fine, ManageMart’s got it. 

How to Use the Notes Feature?

There are no complicated steps to start using Notes and Documents. Here is the Notes guide:

  • Look at the left side of the navigation bar. Click on “notes’ button. Then you see the opened window.
  • Start typing your thoughts. It’s up to you - to add or not to create the title. Click on “Close” button and words line will be automatically saved.
  • Each edition can be taken by clicking on the required note from the general list. 
  • Deleting is just one click on a basket icon.

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How Can You Start Using the Feature?

Check our website guide and video about the Notes feature. The important points are “How it works” videos and Screenshots which highlight the details to simplify the clients’ acquaintance with ManageMart field service software. If it’s not enough, you can always try a free trial for 7 days to create, manage documents and discuss it with your employees. We totally understand how significant can be the saving time opportunity. And it doesn’t matter whether the company is small, middle or enterprise. Just try to use our software for 7 days and you’ll see how simple is to keep your time and bring more value.