Use notes, tags, and property images - Sweeply Hjælpecenter

Use notes and images for operational context, and tags for grouping and filtering. They do not change lifecycle, planning, billing, permissions, or portal visibility by themselves.

Choose the right location

Information	Store it on
General customer relationship or office context	Customer notes
Access instructions or details that apply to one location	Property notes
Instructions for one recurring agreement	Subscription notes
A one-time instruction for one visit	Order notes
A field-to-office update during a visit	Order comment
Visual access or service reference	Property image
Searchable operational grouping	Customer, subscription, or order tag

Property images

Upload reference images to the property so they are available on related work. You can add image notes and annotations to highlight access points or service areas.

Do not store payment-card information, passwords, access tokens, or other secrets in notes, comments, tags, or images.

Tags

Create short, consistent tag names that describe an operational grouping, such as a route area, customer segment, or campaign. You can add or remove tags in bulk from supported lists.

Agree on a small tag vocabulary before importing or bulk-tagging records. Similar spellings create separate tags and weaken filtering.

Last modified on August 27, 2026