Notes / Quick Capture

Jot first. Link when ready.

One lightweight notes inbox. Notes can stay unfiled, attach to a customer, or anchor to a job/task/appointment/estimate/invoice/payment.

Quick Capture

Link toAnchorVisibility

0 unfiledStructured fields: visibility, anchor, source, customer/job link.

Borrowed SaaS patterns, simplified

Obsidian: capture before organize; backlinks as quick links, not a full graph.

Calendly: action links, but owner-proposed windows before open self-booking.

Slack/social: fast timeline context; keep visibility explicit to avoid accidental customer-facing notes.

Notes inbox / linked rollup

Jade Duplicate Phone Only 123924 · Plumbing repeat call - Jade Duplicate Phone Only 123924

Internalre: draft intake

Promoted intake: Third request with same phone but different email tests phone duplicate detection.

Jade Duplicate Original 123924 · Plumbing follow-up - Jade Duplicate Original 123924

Internalre: draft intake

Promoted intake: Second request with same email should attach to existing customer.