AGENT TOOLS / Autotask notes
Open call scripts ↗
LESS ADMIN. MORE DONE.

Rough notes. Clean handoff.

Capture the work. Clean it up. Copy it into Autotask. On a difficult call? Open Call Companion ↗

01

Your working notes

0 wordsLine breaks become bullets

Formatting happens on this device. No notes are sent to a server.

02

Ready for Autotask

PLAIN TEXT
TICKET NOTE

Summary note

A concise record of the work and outcome.

Editable before copying0 characters
TIME ENTRY · INTERNAL

Internal work notes

Detailed bullet points for your internal time entry.

Editable before copyingNo time entered
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Review both entries before pasting. Formatting preserves your details; it doesn’t infer missing work or outcomes.