Project Notes
A project note is a fast, lightweight way to capture a single observation from the field — something you noticed, a spot to check later, a quick photo with a line of context. It’s deliberately simpler than a daily report: no required narrative, no long form, just the note and (if you want) a photo.
You’ll find notes in the app under Field → Project Notes.
When to Use a Note vs a Daily Report
| Use a Project Note for… | Use a Daily Report for… |
|---|---|
| A single observation or reminder | The full record of the day |
| A quick photo of one thing | Crew, hours, deliveries, inspections |
| ”Check this before drywall” | Weather, work performed, delays |
Notes are meant to be quick. If you’re closing out the day, use a daily report.
Creating a Note
Tap New Note, then fill in:
- Project * — the job this note belongs to
- Location — where on the site (for example, “Second-floor mechanical room, north wall”). Optional but helpful.
- Note * — what you observed. A quick jot is fine.
- Follow-up required — tick this if the note needs someone to act on it later.
Then tap Review & create, check the summary, and confirm. On a new note you’ll be taken to its page where you can add photos — attachments need a saved note first.
Accepted photo and file types: PDF, JPG, PNG, WebP, HEIC — up to 20 MB per file.
Editing and Removing Notes
You can open and edit your own notes. If you remove a note, TrueGrade asks for a short reason and hides it from your list — the removal is reversible and recorded for the audit trail, so nothing is truly lost.
Who Can See Your Notes
Field users see and edit only their own notes. Project managers and admins can see the notes across their projects. See Permissions for the full picture.
Turn on Follow-up required for anything that needs action — it flags the note so it doesn’t get lost among routine observations.