Customers & CRM

Customer notes, built into the platform that runs your trade

Customer notes in Gaffer means internal team-only notes — without bolting on another tool. It works with your jobs, customers, quotes, invoices and compliance, on web and the offline-first mobile app.

No credit card required · One platform · Web & Android (iOS coming soon)

How Customer notes works in Gaffer

Internal team-only notes — and it connects to everything else you run in Gaffer.

One customer record

Every job, quote, invoice and message in a single timeline.

Keep customers longer

Spot at-risk accounts and rebook recurring work automatically.

Self-service portal

Customers can view and act without phoning the office.

In one platform

Customer notes works alongside your jobs, customers, quotes and invoices — no separate app, no double entry.

Built for 58 trades

Customer notes fits how UK trade businesses actually work, whatever your trade.

Live in minutes

Switch customer notes on and start the same day — import your existing data in a few clicks.

What you get

Customer notes is part of the same platform as your jobs, quotes, invoices and compliance — see the full feature list.

  • Customer notes included — no separate subscription
  • Works on web and Android (iOS coming soon)
  • Offline-first on site, syncs automatically
  • Available across all 58 trades
  • Set up in minutes, import data in a few clicks
  • UK-based product and support
  • 14-day free trial, no card required

Common questions

What is Customer notes in Gaffer?

Customer notes give you internal team-only notes. It is part of Gaffer's all-in-one platform, so it shares the same customers, jobs and invoices as everything else you do.

Does it work on mobile and offline?

Yes. The Gaffer field app is offline-first — capture and use it with no signal and it syncs automatically when you are back online.

Is it an extra add-on?

No. It is built into Gaffer alongside the rest of the platform, with specialist trade packs switched on for your trade.

How do I get started?

Start a free 14-day trial — no card needed — and bring your existing data across in a few clicks from your old software or a spreadsheet.

Put Customer notes to work

14 days free. Full access. No card needed.

Start Free Trial