GuideThe rehab
Keep notes and share them
A pinned note for the standing facts, and short dated progress notes you can share with a lender or partner by private link.
- Where it is
- A house › This house › Notes
- Who can use it
- Owners and admins post and share. Team members can read.
Notes holds everything written about a house: one pinned note for the facts that don't change, and dated notes on where the job stands, with a photo if you like. Together the dated notes are the house's log. One at a time, they're the update you send the person whose money is in the deal.
The pinned note
At the top of the page is the Pinned note, for what doesn't change day to day: the lockbox code, the alarm, the neighbour's name, what the inspector said. Type it and choose Save notes. It also shows on the house's Home. Owners and admins write it; everyone on the house can read it.
Add a dated note
- Step 1: Open Notes under This house.
- Step 2: Type the Note.
- Step 3: To include a picture, pick one under Photo. It has to be in the house's Photos already.
- Step 4: Choose Add note.
One of the example's reads: “Cabinets and quartz are on site. Asked the lender for draw 2 to cover drywall and the kitchen.”
A dated note can't be edited. Delete removes it at once, with no confirmation.
Share one
- Step 1: On the note, choose Share link.
- Step 2: The link is copied for you. Paste it into a text or an email.
Example
Project update · shared by Whitfield Homes
1418 Maple Avenue
Ashland, VA
Dana Whitfield · October 8
Cabinets and quartz are on site. Asked the lender for draw 2 to cover drywall and the kitchen.
Made with Fixer Upper House
| About the link | How it works |
|---|---|
| Who can open it | Anyone you send it to. They don't need an account. |
| What it shows | That one note: the address, your name, the date, the note, and its photo. No budget, no other notes, nothing else. |
| How long it works | 30 days |
| Seeing it again | You can't. Copy it when it's made. New share link makes another and turns the old one off. |
| Stopping it | Turn off link |
The app doesn't send the link for you, and adding a note doesn't notify anyone.