Comments let you and your team have conversations right on the records you’re working on. Whether it’s a note about a job, a question on a quote, or a heads-up on an invoice, comments keep everyone on the same page without leaving BlueSuite.
Where You Can Leave Comments
You’ll find a comments section on the detail page for each of these:
Jobs
Quotes
Quote Templates
Invoices
Requests
Contacts
Service Plan Subscriptions
Change Orders
Scroll down on any of these pages and you’ll see the comments section at the bottom.
Adding a Comment
To leave a comment, open any record (like a job or invoice) and scroll to the comments section. Type your message in the text box and click the submit button. Your comment will show up right away for everyone on your team.
Formatting Your Comments
Comments support rich text formatting so you can make your messages clear and easy to scan. Use the toolbar above the text box to:
Bold or italicize text
Add links
Create bullet lists or numbered lists
Mentioning Teammates
Need to get someone’s attention? Type @ followed by their name to mention them. A dropdown will appear showing matching team members from your workspace. Select the person you want to tag.
When you mention someone, they’ll get a notification letting them know they were tagged. This is a great way to loop someone in on a specific conversation or ask a question directed at a particular teammate.
Replying to Comments
You can reply directly to any comment to keep related discussions organized. Click the Reply button under a comment to open a reply box. Your response will appear nested under the original comment so it’s easy to follow the thread.
Replies can go up to four levels deep, which keeps conversations organized without getting too deeply nested.
Notifications
BlueSuite sends notifications so you never miss an important comment. You’ll be notified when:
Someone mentions you in a comment
Someone replies to one of your comments
A new comment is added to a record you created
Notifications show up in your BlueSuite dashboard and can also be sent by email, depending on your notification settings.
Who Can See Comments
Comments are visible to everyone in your workspace. Any team member who has access to the record can read and leave comments. Only the person who wrote a comment can edit it.
FAQ
Can customers see my team’s comments?
No. Comments are only visible to members of your workspace. Your customers and clients cannot see any comments left on their records.
Can I delete a comment?
Comments can be removed by the person who wrote them. If you need a comment taken down that someone else wrote, reach out to a workspace admin.
Is there a limit to how many comments I can leave?
No, there’s no limit. You can leave as many comments as you need on any record.
Can I turn off comment notifications?
Yes. You can manage your notification preferences in your account settings to control which comment notifications you receive by email and in the dashboard.
Do comments work on the mobile app?
Yes. You can view and leave comments from the BlueSuite mobile app just like you would on desktop.
Submit a Ticket
Your ticket has been submitted. We will get back to you soon.
Comments
Comments let you and your team have conversations right on the records you’re working on. Whether it’s a note about a job, a question on a quote, or a heads-up on an invoice, comments keep everyone on the same page without leaving BlueSuite.
Where You Can Leave Comments
You’ll find a comments section on the detail page for each of these:
Scroll down on any of these pages and you’ll see the comments section at the bottom.
Adding a Comment
To leave a comment, open any record (like a job or invoice) and scroll to the comments section. Type your message in the text box and click the submit button. Your comment will show up right away for everyone on your team.
Formatting Your Comments
Comments support rich text formatting so you can make your messages clear and easy to scan. Use the toolbar above the text box to:
Mentioning Teammates
Need to get someone’s attention? Type @ followed by their name to mention them. A dropdown will appear showing matching team members from your workspace. Select the person you want to tag.
When you mention someone, they’ll get a notification letting them know they were tagged. This is a great way to loop someone in on a specific conversation or ask a question directed at a particular teammate.
Replying to Comments
You can reply directly to any comment to keep related discussions organized. Click the Reply button under a comment to open a reply box. Your response will appear nested under the original comment so it’s easy to follow the thread.
Replies can go up to four levels deep, which keeps conversations organized without getting too deeply nested.
Notifications
BlueSuite sends notifications so you never miss an important comment. You’ll be notified when:
Notifications show up in your BlueSuite dashboard and can also be sent by email, depending on your notification settings.
Who Can See Comments
Comments are visible to everyone in your workspace. Any team member who has access to the record can read and leave comments. Only the person who wrote a comment can edit it.
FAQ
Can customers see my team’s comments?
No. Comments are only visible to members of your workspace. Your customers and clients cannot see any comments left on their records.
Can I delete a comment?
Comments can be removed by the person who wrote them. If you need a comment taken down that someone else wrote, reach out to a workspace admin.
Is there a limit to how many comments I can leave?
No, there’s no limit. You can leave as many comments as you need on any record.
Can I turn off comment notifications?
Yes. You can manage your notification preferences in your account settings to control which comment notifications you receive by email and in the dashboard.
Do comments work on the mobile app?
Yes. You can view and leave comments from the BlueSuite mobile app just like you would on desktop.