Can we assign tasks and log notes?

Yes, task assignment and note logging are standard features in HDA. Each contact record or deal includes an activity timeline where you can log calls, task reminders, service notes, and internal discussions. It’s like your shop’s digital whiteboard that stays organized and timestamped—a must when multiple techs or admins collaborate.

Tasks can be assigned to users (like service reps or office staff) with due dates, priorities, and context notes. These tasks push to dashboards and appear in daily overviews. When a task is completed, it logs in the timeline automatically, giving your team an audit trail of what was done and when.

Every note—customer request, repair detail, quote feedback—attaches to the right record. No more digging through emails or sticky notes. Each contact or job becomes a clean, timestamped history, including automations triggered or outcomes logged. This builds trust, clarity, and saves time.

Tasks and notes sync with mobile access, so field staff can update records from the shop floor or a job site. That immediacy keeps your information accurate and actionable.

Overall, HDA brings together communication and task management into one platform, so nothing gets missed—and everyone knows what to do next.