Productivity
Notes kept where the work is
The things you'd write on a pad — kept with the customer, the job or the day they belong to.
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Context, where the context belongs
A note about a customer sits with that customer. A comment on an invoice sits on the invoice. That sounds obvious until you count how many small businesses keep this in a notebook, a phone app and a group chat simultaneously.
With the file attached
Notes take attachments, so the scanned agreement or the photo of the meter reading is with the note rather than somewhere it will have to be found again later.
Works with
- ProjectsDrag the work from To do to Done, see what's due before it's late, and keep the files, the discussion and the hours on the card — next to the customer it's for.
- CustomersOne customer, one record — with every quote, invoice, booking and note attached, so nobody has to ask around for the history.
- Files & storageContracts, receipts, photos and certificates attached to the customer, job or invoice they're about — not in a folder tree nobody maintains.
- Activity logEmailed documents, imports and exports, backups, salary and billing changes, and every change an integration or AI tool makes — each recorded with who did it and when.
FAQ
Notes — common questions
Everything you need to know about ERPFlow. Can't find the answer? We're here to help.
Contact usAre notes shared with the whole team?
Only if you choose. Each note is private — only you can see it — or public, visible to everyone in your organisation. Comments on records are visible to people with access to that record. There's no @-mention or notification on a note, so it isn't a messaging tool — it's a place to write things down where they'll be found again.
How many notes can I have on the free plan?
Ten. Every paid plan is unlimited. It's one of the few limits that lifts entirely at the first paid tier.
Can I format notes or use a rich editor?
Notes are plain text with attachments rather than a rich collaborative document. If you need a wiki or shared docs, keep the tool you have — this is for the short things that otherwise get lost.
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Run your whole business in one place — and pay for it like a founder, not an enterprise.
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