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How To Use Notes Fields for Quick Reference

How To Use Notes Fields for Quick Reference

Store important details at the property, unit, and tenant level with Stessa’s Notes fields.

Updated today

Why Use Notes?

Whether it’s vendor phone numbers, utility account info, or renovation history, keeping key details in one place saves time. Stessa's free-form Notes fields help you store and access this information across your properties—especially when you're on the go.

Tip: Notes are accessible in both the web and mobile apps, making them great for referencing in the field.

Property-Level Notes

Where to Find:

  • Click on a property

  • Scroll down to the Property notes card

  • Click "Add note"

What to Include:

  • Utility account numbers (water, gas, electric)

  • Trash pickup days

  • Local service provider contacts

  • HOA codes or lockbox combinations

  • Any other useful information

Markdown Support:
The Property Notes field supports Markdown for formatting. Add bold text, line breaks, links, and more. Use the Markdown Cheatsheet for reference and instructions.

Example using Markdown:

Here's what the Property Notes and Markdown syntax above produces as a final product on your Stessa Property Details dashboard:

Unit-Level Notes

Where to Find:

  • Option A:

    • Open the Property Details

    • Scroll to the Units section

    • Click the 3 dots and select "Edit Unit"

    • Add your notes

  • Option B

Best For:

  • Renovation history (e.g., kitchen remodel dates)

  • Appliance replacements (e.g., water heater or AC)

  • Notes specific to individual units

Formatting:

  • Text-only (Markdown not supported)

Tenancy Notes

Where to Find:

  • Click on a tenant's name to open their details

  • Scroll to the “Tenancy Notes” field

Best For:

  • Tenant preferences or quirks

  • Pet names or family info for more personal service

  • Lease-specific reminders

Formatting:

  • Text-only (Markdown not supported)


Notes + Mobile App = Instant Answers Anywhere

Once you’ve added key details to your Notes fields, install the Stessa mobile app for quick access on the go.

You’ll be able to quickly pull up vendor contact info, utility details, and tenant notes—right from your pocket.

Watch the video below to see how Notes work in the mobile app.

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