Notes
Overview
Device notes let you record metadata, installation details, observations, or other important information about a device and the space where it is installed. For example, you can document mounting height, orientation, nearby equipment, or maintenance instructions.
Notes are visible to all users in your organization who can access the device. They are also available programmatically via the GraphQL API and included in Parquet data exports, making them useful for reporting and integration workflows.
Viewing Notes
Notes appear in the Notes section on the Device Details screen, displayed as a chat-like list ordered by most recent first. Each note shows the text content and creation timestamp.
If no notes exist, you see: “No notes yet. Tap + to add one.”
Adding a Note
- On the Device Details screen, scroll to the Notes section
- Tap the + button
- Type your note in the text field (placeholder: “Enter your note here…”)
- Tap Save
Notes are automatically sanitized for markdown and JSON compatibility. You can write plain text without worrying about special characters.
Editing a Note
- Tap an existing note to open the Note Detail screen
- Tap Edit
- Modify the text
- Tap Save to confirm or Cancel to discard changes
Deleting a Note
- Tap an existing note to open the Note Detail screen
- Tap Delete
- Confirm the deletion in the dialog
Deleted notes cannot be recovered.
Requirements
- Roles: Installer, Designer, or Manager can create, edit, and delete notes. Viewers can only read existing notes.