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 six different types of notes you can add in Allison. In this article we'll go through what they are all used for and who can see what.
Entry Code
Cleaning Notes
Customer Notes
Property Notes
Office Notes
Invoice Notes
1. Entry Code
This is used for things like Door Codes, Gate Codes, etc. You can put any combination of letters and numbers in this field. This can be seen by the cleaner(s).
2. 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. These notes can be seen by the cleaner(s)
3. 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. These notes can be seen by the cleaner(s)
4. 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. These notes can be seen by the cleaner(s)
5. Office Notes
Office notes are ONLY visible to the office staff roles. These are intended to help office staff document context that is helpful to know about the customer or property. Cleaners and customers will not be able to see these notes.
Office notes can be accessed from any job by expanding the job details and also by visiting the customers profile and scrolling down to where it says "Office Notes" as shown below. These notes can not be seen by the cleaner(s) or customers.
6. Invoice Notes
Find the Invoice
From the Now Screen, view all your unpaid invoices.
Or, navigate to a Customer Profile and select any past job, then click View Invoice.
Open the Internal Invoice
The internal view is what you see as the business—it contains extra details your customer won’t see.
Add a Note
Scroll to the section labeled Add Notes / Add Photos.
Enter your note (e.g., “Thank you for your business—see you next week!”) and click Add Note.
Add Photos
Click Add Photos to open the upload area.
Drag and drop images, or select them from your computer.
Once uploaded, tag photos as needed (e.g., “Before,” “After,” “Wow Moment”).
Press Attach Photos to finalize.
Also see: Adding Images and Notes to Invoices
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.
Need help organizing your notes strategy? Shoot us a message at [email protected]