Add notes

Overview

Shift notes are how you capture progress, observations, and issues against the shift you are working. Use a note for anything your Tradie, Supervisor, or the office team should know — a part replaced, a client comment, an access change, a problem to flag. Notes attach to the shift and stay with it.

Who This Workflow Is For

The Apprentice role on assigned shifts. Tradies, Supervisors, and Business Owners can also add notes.

Before You Start

You need to be on a shift assigned to you. Open the shift card from the Dashboard.

Step-by-Step Process

1. Open the shift card from the Dashboard schedule stream.
2. Locate the Shift notes section on the shift detail panel.
3. Select Add Note, then type the note in the text box. Be specific — date and time stamps are added automatically.
4. Select Save. MyApprentice records the note against the shift with your name and the timestamp. Notes are not retained until both Add Note and Save have been selected.
5. (Optional) Repeat for additional notes throughout the day.

Flag an issue

1. Use the Shift notes section to flag any issue for your Supervisor.
2. Type a clear flag — for example “Customer was not on site at scheduled time”, “Switchboard not as expected”, “Tradie sent me back to van to collect missing part”.
3. Save. The Supervisor sees the note on the shift card.

What Happens Next

The note appears on the shift card for your Tradie, Supervisor, and the office team. Notes left by you also help the next worker on the same job (if any) understand site context.

Common Issues

• Wrong shift. Confirm you are on the right shift card before adding the note.
• Cannot find the notes section. Confirm you are on the shift card (not the job card). Apprentices have view-and-record on the shift card.
• Note visible to client. Internal-style notes are for the team — they are not shared with the client. The office team decides what gets shared with the client through the Client Portal.
• Need to delete a note. Notes are part of the shift’s audit trail; corrections are typically made by adding a follow-up note. Ask your Supervisor if a note needs removing.

Related Guides

• Record your time
• Add photos
• What to do when your work is complete
• What to do if your work is missing or not visible