---
title: "Using Notes in Aspire"
slug: "using-notes-in-aspire"
tags: ["Language - English", "Industry - Landscaping", "Type - Task (How-To)", "Role - All", "Skill Level - 1 (Beginner)"]
updated: 2026-09-15T16:49:16Z
published: 2026-09-15T16:49:16Z
canonical: "guide.youraspire.com/using-notes-in-aspire"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Notes in Aspire

## **Purpose**

Notes in Aspire can provide an advanced way to communicate with your teams that are in office as well as out in the field.

You can use notes to notify your crew leaders of important things to know before they arrive or while they are onsite; you can also make sure important information about customers and their properties are relayed to your team in the office.

This article discusses where each note type appears in Aspire, as well as clarifies what note types are visible to your onsite teams when using Crew Mobile.

Learn what notes can do for you and your teams to improve your daily workflows and increase awareness across your teams!

## **Quick Reference Chart for Available Note Types**

In this article, details on each note type available will be discussed. Use this chart as a quick reference to help you understand which note to use when making edits, updating properties and work tickets in Aspire.

| **Type of Note** | **Location in Aspire** | **How the Note is Used** | **Visible in Aspire Mobile?** |
| --- | --- | --- | --- |
| **Property Notes** | Properties ➡️ Property Record | Used to record important notes about the property being serviced. Can be used to communicate information about client's preferences for billing, or services. | **❌** |
| **Operation Notes** | Properties ➡️ Property Record | Used to communicate information regarding the property to Crews and Crew Leaders. Can be used for things like gate codes, or important property related information so your teams are prepared. | **✔️** ## **On the Work Ticket Details screen** under **Notes** |
| **Snow Operation Notes** | Properties ➡️ Property Record | Visible only when in Snow Mode. Displayed in place of Operation Notes. Used for Snow related communications. | **✔️** ## **On the Work Ticket Details screen** under **Notes** |
| **Service Specific Operation Notes** | Opportunities ➡️ Opportunity Record ➡️ Estimate ➡️ Service Details Screen ➡️ Operation Notes | Used to communicate information for service specific related actions when your crew is onsite. Does not apply to every service on the job, only for the Work Tickets relating to the service the note is for. | **✔️** ## **On the Work Ticket Details screen** under **Notes** |
| **Ticket Notes** | Work Tickets ➡️ Work Ticket Record ➡️ Ticket Notes | Used to communicate information related to specific work tickets when your crew is onsite. Does not apply to all work tickets. Crews cannot update Ticket Notes. | **✔️** ## **On the Work Ticket Details screen** under **Notes** |
| **Visit Notes** | Scheduling, Property, Opportunities Modules, Time Entry Screen, and on individual Work Ticket Details screen | Can be used for internal communication between office staff and crews. Allows crew leaders to update Visit Notes with images and replies. Can be published on Work Ticket Layouts to customers if note is marked as Public. | **✔️** ## **On the Work Ticket Details screen** under **Visit Notes** |
| **Estimator and Estimating Notes** | For Estimator Notes, Opportunities ➡️ Opportunity Record ➡️ Estimator Notes For Estimating Notes, Opportunities ➡️ Opportunity Record ➡️ Estimate ➡️ Service Details Screen ➡️ Estimating Notes | Estimator Notes allow your Sales Representatives to provide notes to estimators for the entire bid or on items within a bid for an Opportunity. Estimating Notes allow estimators to include their own notes for an item that then becomes available in the Purchasing Assistant when the purchasing agent is creating purchase receipts. | **❌** |

## **Property Notes**

**![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-gku8d2l9.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)**

Property Notes are available for office employees and are used to record important notes about your properties that your team should be aware of. This note type can be used to help communicate information about the client’s preferences.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-nt2nak96.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

📌 Note: Property Notes are for your internal employees that use the desktop version of Aspire and do not appear in Aspire Mobile.

## **Operation Notes**

Operations Notes can be entered on properties in the Properties module. After Operations Notes are created, they are available to crew leaders in Aspire Mobile. Operations Notes are displayed on any service or work ticket that relate to the property.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-ceo4ijb9.jpg?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

> [!NOTE]
> Note
> 
> If Operation Notes are greyed out on the work ticket, it's because the same service is used multiple times in the estimate (including any optional services) and not tied to a separate work ticket. When the opportunity is won, those services merge into one work ticket. Since the system can’t determine which service to apply updates to, operations notes must be edited at the [service level in the estimate](/user-guide/docs/estimate-service-details-screen-reference) and not at the work ticket level.

## **Snow Operation Notes**

Text-only Snow Operation Notes are available for properties. They are created inside of the Properties module and are only visible if your system is in Snow Mode.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-m0rrlmii.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-j9hmeciw.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

These notes are displayed for crew leaders in Aspire Mobile when the information for a work ticket is shown.

📌 Note: Snow Notes are only displayed on a work ticket if it is tied to the Snow division.

When in Snow Mode, these notes are displayed in place of the properties’ Operation Notes. If the work ticket is in the Snow division and no Snow Operation Note is available, then the Operation Notes are displayed.

## **Service Specific Operation Notes**

**![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-nrma35oo.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)**

Service Operation Notes appear on the service that is on an estimate in the Opportunities module.

🧠 This type of note is displayed as Operation Notes inside of the Service Details screen; this is to let the estimator or your internal employees know that this is an internal note, and will not be public to your customers. On the work ticket itself, this note type is shown as an Operations Note.

📌 Note: If there are multiple occurrences, the Service Operation Note will be duplicated for each service occurrence.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-8mc5yc5t.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

After a Service Operation Note is created, it then becomes visible in Aspire Mobile. They are shown after choosing a work ticket for the first time from the schedule or by clicking on the tool tip near the contact telephone information.

Additional notes could also also appear on this screen, depending what type of notes have been previously recorded.

## **Ticket Notes**

Ticket Notes are useful for communicating information that relates to a single work ticket's activity. Ticket Notes will not appear in other work tickets or in other services relating to the opportunity.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-qhf05s7r.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

A good example of this when to use this type of note is if you wish your crew to speak to someone in particular for the visit they will complete that day, or if they need to pay specific attention to a certain task while onsite performing the service.

## 

## Visit Notes

Read our [article about using visit notes](/user-guide/docs/using-visit-notes) to learn more.

## **Estimator and Estimating Notes**

The Estimator Notes field allows Sales Representatives to add notes that were identified during the sales process. These notes provide assistance to the estimator when they are making the opportunity estimate.

This is a text based note field only, and does not support formatting like other notes fields in Aspire.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-h136frfv.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

- Once Estimator Notes are entered on the opportunity details screen, they will also appear on the Estimate tab underneath the Estimate Summary.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-f0lllizy.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

- If you click into an item on your estimate, on the Service Item Details screen, there is also a section to add Estimating Notes.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-hpfl84yk.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

- This field allows estimators to include their own notes for an item that then becomes available in the Purchasing Assistant when the purchasing agent is creating purchase receipts.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-notes-in-aspire-image-aum5jije.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

📌Note: Once an opportunity has been won, you are no longer able to update the Estimating Notes on the Service Items Details screen for individual items but you still can update Estimator Notes on the opportunity details screen.

## Viewing Notes in Aspire Mobile

To view Visit Notes in Aspire Mobile, open a work ticket, and select the **Visit Notes** option.

![The visit notes page of a work ticket in Aspire Mobile.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/visit-note-aspire-mobile.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

To view Ticket or Operations notes in Aspire mobile, open a work ticket, and select the **Notes** option. Operations notes entered on the property record are labeled “Property”. Operations notes entered on a work ticket are labeled "Service”. Ticket notes are labeled “Ticket”.

![The Notes page in an Aspire Mobile work ticket.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/aspire-mobile-notes(1).png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

## 

To create visit notes in the Aspire Mobile app, see [Work ticket details](/aspire-mobile/docs/work-ticket-details).

## **Opportunity Invoice Notes, Collection Notes, Invoice Notes, and Statement Notes**

There are additional note types available in Aspire; the majority of the additional types of notes are not visible in Aspire Mobile and are more suited for use by Office Administrators, Accountants, or Accounts Receivable related roles.

📑 To learn more about additional note types available in Aspire, please read Using Collection, Invoice, Payment and Statement Notes, found [here](/user-guide/docs/using-collection-invoice-payment-and-statement-notes).

## **Training Video**

If you are curious to learn more about the different types of notes available in Aspire, watch our quick walkthrough video!

[Using Property, Operation, Service, and Ticket Notes Video](https://fast.wistia.net/embed/iframe/ctp5z66s5u?web_component=true&seo=true&videoFoam=false)