The things your team knows, written down where the work actually happens.
Notes attach to the client or appointment they describe - gate codes, preferences, warnings, agreements - and a floating notes popup opens from any screen, so writing something down never means leaving what you were doing.
Your operation runs on things nobody wrote down
Every team runs on tribal knowledge: the client who only wants morning visits, the appointment with the tricky access. Notes moves that knowledge out of heads and text threads into the records everyone already opens.
Knowledge that lives in one head
The gate code, the client's pet peeve, the deal that was struck last spring - one person knows it all. Which works right up until that person is on vacation, off sick, or gone.
trending_downOne vacation stalls three appointmentsScattered across texts, paper, and memory
The answer exists - in a text thread, on a sticky note, in the back of somebody's truck. Finding it takes longer than the task it was supposed to help with.
trending_downThe answer exists - nobody can find itContext missing at the moment it matters
The phone rings and the screen says nothing: no history, no preferences, no warnings. Every conversation starts from zero, and the client can tell.
trending_downEvery handoff starts from scratchThe note lives where the work happens
A note about a client belongs on that client. Attach notes and docs to the records they describe, and they surface automatically the next time anyone opens that client or appointment - no searching, no asking around, no forwarded screenshots.
- checkNotes pinned to client and appointment records
- checkLonger team docs for procedures and site details
- checkSurfaces the moment the record opens
Write it down without leaving the screen
The moment worth capturing never happens on the notes page. The floating notepad opens over any screen in Genaya - mid-call, mid-schedule, mid-invoice - so the thought gets written down before it evaporates, and filed where it belongs.
- checkOpens from every screen in the platform
- checkAttach to a client or appointment in one tap
- checkBack to what you were doing in seconds
Everything team memory should come with
Record-attached notes
Put the note on the client or appointment it belongs to, so it surfaces exactly when someone opens that record.
Team docs
Keep longer-form write-ups - procedures, agreements, site details - in the same connected place.
Floating notes popup
Capture a thought from anywhere in the app without abandoning the screen you are on.
Shared by default
Notes are team-visible, so the person answering tomorrow knows what the person working today learned.
From tribal knowledge to team memory
Capture it in the moment
Pop open the floating notepad mid-call or mid-task and write it down.
Attach it to the record
Link the note to the client or appointment so it lives where the context is.
It surfaces when needed
The next teammate who opens the record sees the note before it matters.
What one person learns, the whole team knows.
Notes attach to records and follow the work - so context survives handoffs, vacations, and resignations.
Built for the people who get asked everything
Front desks
Note what the caller said while the call is still happening.
Field and service teams
Know the access code and the dog situation before arriving on site.
Managers
Stop being the single point of memory for how every account works.
Notes that travel with the work
Notes is one part of Genaya - what gets written down attaches to the clients, appointments, and tasks the rest of the platform already runs on.
Clients
Notes surface on the client record the moment anyone opens it - before the call is even answered.
Appointments
Site details, access codes, and warnings ride with the appointment to whoever ends up assigned.
Tasks
Turn a note into a task when it needs an owner and a deadline, not just a record.
Genaya AI
Ask the AI about an account and the answers draw on the notes your team already wrote.
Questions teams ask before writing things down
Attached to the client or appointment they describe, so they surface whenever someone opens that record. General team docs can live alongside them in the same system.
A notepad you can open from any screen in Genaya. Capture the note mid-call or mid-task, attach it to a record, and get back to what you were doing.
Yes. Alongside quick notes, team docs hold longer write-ups - procedures, site details, agreements - in the same connected place, attached to the same records.
Notes are team-visible by default - shared memory is the whole point. What one teammate writes today, the next teammate sees on the same record tomorrow.
Yes - that is exactly what the floating popup is for. Open it over any screen, capture what the caller said, attach it to their record, and get back to the conversation.
Ready to get the knowledge out of one head?
Start writing things down where the whole team can find them - it takes one note.