📒 Quick Notes

Overview

Quick Notes provides a powerful notepad accessible from any JobTread page. With version 3.6.0, Quick Notes now includes user accounts, cloud sync, Team Notes for organization-wide collaboration, and folder organization to keep everything structured.

Key Features

• Always Accessible - Icon in the top header bar is visible on every page
• Quick Keyboard Access - Press Q+N to open from anywhere
• My Notes - Personal notes that sync across your devices
• Team Notes - Shared notes visible to your entire organization
• Folder Organization - Group notes into folders for better structure
• Cloud Sync - Notes sync automatically when signed in
• Rich Text Formatting - Bold, italic, underline, strikethrough
• Bullet Points & Checkboxes - Organize with lists and task checkboxes
• Pin Important Notes - Keep frequently used notes at the top
• Search Notes - Find notes by title or content
• Smart Resize - Panel remembers your preferred width
• Full Undo/Redo - Up to 50 state changes remembered

What's New in v3.6.0

User Accounts

Create an account to unlock cloud sync and team features:

• Sign up with email and password
• Account links to your premium license
• Sync notes across all your devices
• Access Team Notes shared by your organization

My Notes vs Team Notes

Quick Notes now has two sections:

• My Notes - Personal notes only you can see. Synced to your account.
• Team Notes - Shared notes visible to everyone in your JobTread organization. Great for SOPs, templates, and reference materials.

Folder Organization

Keep your notes organized with folders:

• Create unlimited folders in both My Notes and Team Notes
• Drag notes into folders
• Collapse/expand folders to reduce clutter
• Rename or delete folders as needed

How to Access Quick Notes

Option 1: Keyboard Shortcut (Recommended)

The fastest way to open Quick Notes:

1. Press Q then N
   Press Q followed by N in quick succession (within 500ms)
2. Panel Opens
   The Quick Notes sidebar slides in from the right
3. Press Again to Close
   Use Q+N again or press Esc to close

Option 2: Header Icon (Always Visible)

Quick Notes adds an icon to JobTread's top header bar, right next to the other header icons like Time Clock and Notifications:

1. Look for the Notes Icon
   Find the notepad/pencil icon in the top-right header area
2. Click to Open
   Click the icon to open the Quick Notes panel
3. Click Again to Close
   Click the icon again or press Escape to close

Setting Up Your Account

Creating an Account

1. Open Quick Notes
   Press Q+N or click the header icon
2. Click "Sign In"
   Found at the top of the Quick Notes panel
3. Select "Create Account"
   Switch to the registration form
4. Enter Your Details
   Email, display name (optional), and password
5. Link Your License
   Your premium license is automatically linked to your account

Signing In

If you already have an account:

1. Click "Sign In" in the Quick Notes panel
2. Enter your email and password
3. Click "Sign In" to authenticate
4. Your notes will sync automatically

Using My Notes

Creating a Note

1. Open Quick Notes
   Press Q+N or click the header icon
2. Ensure "My Notes" is Selected
   Use the tab at the top of the panel
3. Click the + Button
   Or click "New Note" to create a note
4. Enter a Title
   Give your note a descriptive name
5. Start Writing
   Use the editor to add your content
6. Auto-Save
   Notes save automatically as you type

Organizing with Folders

1. Create a Folder
   Click the folder icon or "New Folder" button
2. Name Your Folder
   Enter a descriptive name (e.g., "Client Meetings", "Templates")
3. Move Notes to Folders
   Drag notes into folders or use the move option in the note menu
4. Collapse/Expand
   Click the folder arrow to show or hide contents

Pinning Notes

Pin important notes to keep them at the top of the list:

• Click the pin icon on any note
• Pinned notes appear first, above folders
• Unpin by clicking the pin icon again

Using Team Notes

Accessing Team Notes

1. Open Quick Notes
   Press Q+N or click the header icon
2. Click "Team Notes" Tab
   Switch from My Notes to Team Notes at the top
3. View Shared Notes
   See all notes shared by your organization

Creating Team Notes

Create notes that everyone in your organization can see:

1. Switch to the Team Notes tab
2. Click the + button or "New Note"
3. Write your note content
4. The note is automatically shared with your team

Team Note Best Practices

• SOPs - Standard operating procedures everyone should follow
• Templates - Common message templates, checklists, or forms
• Contact Lists - Vendor contacts, emergency numbers, etc.
• Reference Materials - Product specs, pricing guides, codes
• Onboarding - Information for new team members

Keyboard Shortcuts

Shortcut	Action
Q + N	Toggle Quick Notes panel (primary shortcut)
Esc	Close editor or close panel
Ctrl/Cmd + B	Bold text
Ctrl/Cmd + I	Italic text
Ctrl/Cmd + U	Underline text
Ctrl/Cmd + Shift + X	Strikethrough text
Ctrl/Cmd + K	Insert link
Ctrl/Cmd + Z	Undo
Ctrl/Cmd + Y	Redo
Tab	Indent bullet/checkbox item
Shift + Tab	Unindent bullet/checkbox item

Formatting Options

Text Styles

• Bold - Make text stand out
• Italic - Emphasize text
• Underline - Highlight important items
• Strikethrough - Mark completed items

Lists

• Bullet Points - Unordered lists for general items
• Checkboxes - Task lists with clickable checkboxes
• Nesting - Use Tab to indent items under others

Links

Insert clickable links using Ctrl/Cmd + K. Links open in a new tab when clicked.

Panel Customization

Resizing the Panel

• Drag the left edge of the panel to resize
• Min width: 320px
• Max width: 1200px
• Your preferred width is remembered between sessions

Smart Resize Detection

Quick Notes now intelligently detects when the panel is resized and remembers your preference. The panel will open to your last used width every time.

Cloud Sync

How Sync Works

• When signed in, notes sync automatically to our servers
• Changes are saved within seconds of typing
• Access your notes from any device with JT Power Tools
• Team Notes sync with all organization members

Offline Mode

If you're offline or not signed in:

• Notes save locally to your browser
• When you sign in, local notes can be synced to the cloud
• You won't see Team Notes until you're signed in and online

Import & Export

Exporting Notes

1. Click the Menu Icon
   Found in the top-right of the sidebar
2. Select "Export Notes"
   Downloads a JSON file with all your notes
3. Save the File
   Keep it as a backup or transfer to another computer

Importing Notes

1. Click "Import Notes"
   From the menu dropdown
2. Select Your File
   Choose a previously exported JSON file
3. Choose Import Mode
   
   • Merge - Add imported notes to existing ones
   • Replace - Delete all existing notes and import

Tips & Best Practices

Organization Tips

• Use descriptive titles for easy searching
• Create folders for different job types or topics
• Pin your most-used notes for quick access
• Use Team Notes for anything the whole company needs
• Keep personal notes in My Notes

Workflow Ideas

• Meeting Notes - Press Q+N during client calls to quickly jot down notes
• Job Checklists - Pre-visit checklists for each job type
• Team SOPs - Share standard procedures in Team Notes
• Message Templates - Common email/text templates in Team Notes
• Quick Reference - Material specs, codes, contacts

Troubleshooting

Q+N Shortcut Not Working

• Make sure Quick Notes is enabled in the extension popup
• Check that your Essential license is active
• Try pressing Q and N more quickly (within 500ms)
• Make sure focus isn't in a text input field
• Refresh the page and try again

Notes Not Syncing

• Verify you're signed in (check for your name at the top)
• Check your internet connection
• Try signing out and back in
• If issues persist, export your notes as a backup

Team Notes Not Showing

• Make sure you're signed in to your account
• Verify your account is linked to your organization
• Check that other team members have created Team Notes
• Try refreshing the page

Can't Create Account

• Ensure you have an active premium license
• Check that your email is valid
• Password must meet minimum requirements
• Try a different email if you get a "already exists" error

Header Icon Not Showing

• Verify the feature is enabled in the extension popup
• Refresh the JobTread page
• The icon appears next to other header icons (Time Clock, Notifications)

Privacy & Security

Your Data

• My Notes are only visible to you
• Team Notes are visible to your entire organization
• All data is encrypted in transit (HTTPS)
• Passwords are securely hashed
• We never access or read your note contents

Account Security

• Use a strong, unique password
• Don't share your login credentials
• Sign out on shared computers

For complete details, see our Privacy Policy.

Compatibility

• Dark Mode - Panel automatically adapts to dark theme
• Custom Theme - Respects your custom color choices
• All Screen Sizes - Works on both desktop and laptop screens

Related Guides

• Text Formatter - Format JobTread fields with rich text
• Quick Job Switcher - Another keyboard-accessible feature
• Dark Mode - Quick Notes adapts to dark theme
• Installation & Setup - Get started with JT Power Tools