The code on the alarm panel. The dog that bites. The gate that's around the back. Workeey keeps two kinds of notes — your own private ones and a running note on every client — so the thing you'll need in six months isn't scribbled on a job sheet you already lost. Type it or say it, and it's there.
There's stuff that's just for you — the supplier who gives you a better price, the parking trick at that downtown building, the reminder to reorder fittings. And there's stuff that belongs to a customer — where the shutoff is, what you quoted last time, the fact that they pay slow. Workeey keeps both. Personal notes stay yours; client notes ride along with the client, ready the next time their name comes up.
Keeping them separate matters. Your private notes aren't cluttering up a customer's record, and a customer's details aren't lost in a general pile you have to dig through. When you open a client, their notes are right there with their jobs, invoices, and history — everything you know about them in one view. When you just need your own reminder, that lives on its own, out of the way but never far.
Every trade runs on details that live in your head until they don't. The lockbox code. Which unit has the temperamental breaker. That this client's check always clears but takes a week. Forget one and you're standing on a porch at eight in the morning with no way in, or you're re-quoting a job you already priced. A client note is where that knowledge stops depending on your memory.
It also carries between jobs. Six months after the first visit you're back at the same house, and the note you wrote is right there under their name — what you did last time, what you warned them about, what to check first. New guy covering for you can read it and walk in knowing what you'd know. The note outlives the one job and becomes the customer's whole story.
You've got gloves on and both hands full — you shouldn't have to thumb out a paragraph. Tap the AI button and talk. Say what you want remembered and it goes down as a note, on you or on the client, without you stopping the job. It's the same AI that drafts your invoices and emails, pointed at the one thing you'd otherwise forget by the time you're back in the van.
Prefer to type? Do that. The point is the note takes two seconds either way, right when the detail is in front of you — not later, when you're trying to reconstruct the day. And because it's saved with the client or in your own list, it's not on a sticky note on the dash that blows out the window at the first stop. It's where you'll actually look for it.
Paper gets wet, lost, or thrown out with the coffee cups. A note in your phone's memo app is fine until the phone dies. Workeey keeps your notes backed up and tied to the right place — the client, or your own list — so a new phone or a bad day doesn't erase what you've learned about a customer over years of visits. Sign in anywhere and it's all still there.
Because notes live alongside the rest of the job, they pull their weight everywhere. The reminder about a client's slow paying sits next to their invoices. The note about the tricky access sits next to the schedule and the route. You're not keeping a separate notebook that never talks to your work — the note is part of the customer's record, right where it does you the most good.
Personal notes are just for you — reminders, supplier tips, anything you want to remember. Client notes attach to a specific client and show up with their jobs and history, so anyone who opens that customer sees them.
Yes. Tap the AI button and speak — it saves what you say as a note, on you or on the client, so you don't have to stop and type with your hands full.
Yes. A client's notes build up under their name across every visit, so months later you can see what you did, what you quoted, and what to watch for — right next to their jobs and invoices.
Yes. Notes are backed up and tied to the client or your own list, not stuck on one device. Get a new phone, sign in, and everything you've written is still there.