How do I format a note?
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Tap the note in a visit, time entry, plan, or trip to open the note editor. The bar above the keyboard adds headings, bold, italic, underline, strikethrough, bulleted and numbered lists, checklists, and links. Swipe the bar sideways to see every button; the button at its right end puts the keyboard away. Your note is kept with the visit, entry, plan, or trip when you tap Save or Add. Links show a preview card under the note, and you can tick off checklist items right where the note is shown. Service report comments and follow-up topics stay plain text.