Note-taking software for small businessesNotes · your team’s notes
Write it down once. Your whole team can find it.
Notes, how-to pages, and files your team can open from anywhere, while your own notes stay private.Notes, how-to pages, and files the team can open anywhere, with your own notes kept private.Shared pages, files, and private notes in one place. With Vision Intelligence, the built-in assistant, anyone can ask “how do we do this?” and get the answer from your own pages. Ask Vision Intelligence, the built-in assistant, “how do we do this?” and it answers from your own pages. Vision Intelligence, the built-in assistant, answers how-to questions from your own pages, within each person’s access.
Included with Vision, along with every other app.$99 a month.
Demo: the team’s furnace tune-up page, written once and read by everyone. Your own note, bring the long ladder, stays private to you. Searching for draft pressure finds step 3 again: log the draft pressure.
01What you get
Stop answering the same question twice.
What your best technician knows is easy to lose. Written down, it’s something the whole team can find.Know-how spread across docs, chats, and someone’s head is hard to find when you need it. Here it’s in one place the team can search.Undocumented know-how leaves with people. Here it’s written down, searchable, and shared by access.
- Notes and shared pages for the whole team
- Files attached where they belong
- Notes tied to a customer, job, or visit
- Search every note, page, and file
- Answers that name the page they came from
- Says plainly when your notes don’t cover it
- Share a page with the people who need it
- Your own items are private until you share them
- A history of who changed what
02See it in action
A new hire’s question, answered without asking you.
Dana, the office manager at Tallisbrook, a made-up heating company, writes the furnace tune-up steps once. On Thursday, a new technician finds the step they need on their own.Dana, the office manager at Tallisbrook, a made-up heating company, writes the tune-up steps once. On Thursday, a new technician searches and finds the step without calling anyone.Dana, the office manager at Tallisbrook, a made-up contractor, documents the furnace tune-up once. On Thursday, a new technician finds the step by search.
Demo: Dana’s furnace tune-up page in Notes, written once and shared with the team. A new hire searches for draft pressure, and step 4, Log the draft pressure, is found and highlighted on the page. A private note in the menu shows a lock: only its owner can read it. Your part: write it once.
Furnace tune-up
Dana wrote it once
- 1
- 2
- 3
- 4Log the draft pressure
- 5
Your part: write it once.
03On its own, or with the rest
Start with Notes alone. Add more when you’re ready.
On its own
Everything your team’s notes need, built in.
Notes, pages, files, and search. It’s all there from day one. Use only what you need.Full team notes, with nothing to connect first. Use only what you need.Notes, pages, files, and search, standalone, from day one.
With the other apps
Know-how beside the work.
Use CRM too, and a site-visit note sits on the customer. With Projects, job notes sit on the job; with Calendar, beside the visit.With CRM, Projects, and Calendar, notes already sit beside the customer, the job, and the visit. Nothing is copied.With CRM, Projects, and Calendar, notes attach to the customer, job, and event.
04Questions
Your Notes questions, answered.
Who can read our notes?
Only the people you allow. Your own items are private until you share them, and every change is saved with a name.
Can Vision Intelligence answer from our notes?
Yes. It reads your notes, pages, and files, answers in plain words, and names the page each answer came from.
Does Notes cost extra?
No. It’s included with Vision, along with every other app. $99 a month.
Included with Vision, along with every other app.
$99a month.
Founding price for the first 100 businesses.