How to Use Notes in Allison to Stay Organized
Notes in Allison are more than just a digital sticky pad—they're your secret weapon for communicating clearly with your cleaners and keeping important details at your fingertips. Here's how to use them effectively.
Where Notes Live
There are three types of notes you can add in Allison. These notes are all visible to your cleaners. However, these notes are NOT visible to the customer in any capacity.
1. Customer Notes
For long-term, personal details about the client. Examples:
“Customer works from home—be mindful of noise.”
“Has four kids and prefers low-scent products.”
“Does not like to chat—keep it professional and brief.”
Customer notes will stick with the customer profile and be shown on every job unless deleted or edited. You do not need update these notes each time you schedule a job with the customer.
2. Property Notes
These are for location-specific instructions that don’t often change. Examples:
“Use driveway parking only. Street parking is prohibited.”
“Gate code: 91234. Garage code: 45678.”
“Don’t park on the grass. Use back door for entry.”
🧠 Pro Tip: Use property notes when creating or editing a customer profile. You'll find the field under the address section.
Similar to Customer notes, Property Notes will also stick with the customer profile and be shown on every job unless deleted or edited. You do not need update these notes each time you schedule a job with the customer.
3. Cleaning Notes
These are job-specific and ideal for short-term requests. Examples:
“Skip stairs this week.”
“Focus on kitchen baseboards today.”
“Use the lavender cleaner in the bathroom.”
You can add these directly within each job under Job Details. The Cleaning Notes are intended to be for that specific occurrence and does not copy over to future jobs.
When to Add Notes
While scheduling a job
When creating a new customer
Before the cleaner heads out for a specific clean
When something important comes up mid-week
Bonus: Use Tags for Quick Reference
Below the notes section, you’ll find tags:
Do Not Service
Family and Friends
High Priority
MVP
Same Cleaner
You can also create custom tags! To edit or add customer tags you can do so by going to that customers profile and pressing the edit button and scrolling down to the tags section.
TL;DR
Customer Notes = People-related, rarely change
Property Notes = House-specific, like codes and parking
Cleaning Notes = One-time or job-specific directions
Use them all to streamline your communication and reduce back-and-forth with your team.
Need help organizing your notes strategy? Ping us—we’re happy to walk you through it.