Internal @mentions & private job notes
Loop teammates into a job without ever exposing anything to the client.
Where private notes live
Open any job or lead → Internal notes. Anything you write here is never visible to the client and never lands in the client portal. It's a private thread for your crew.
@mention a teammate
- Type
@in an internal note. - Pick a teammate from the dropdown.
- They get a notification and — if they didn't already have access to that job — Work Pilot offers to share it with them in one tap.
Notifications & follow-up
Mentioned teammates see the note in Notifications (bell icon or More menu) and, on installed devices, receive a push. Replies stay tied to the job so the whole context is one thread.

