3.5a Nickname and Notes

Nickname and Notes help your shop organize jobs and improve communication throughout the production process inside Printavo. This article walks through how to use job nicknames, customer-facing notes, and internal production notes so your team can keep orders organized, communicate important details clearly, and maintain better visibility across workflows.

• Set a name for the job with the “Nickname”. This name will appear to your customer on the invoice and on your Printavo calendar.
   
• Use the “Customer Notes” field for any acknowledgments or customer-facing notes or instructions. These notes are visible to your customer (e.g. “Customer requested the smalls to be boxed separately”).
• Use the “Production Notes” field for any notes about the job that you want to keep internal (for your shop’s eyes only). The customer will not see these notes on any customer-facing materials.

Note: The nickname, customer notes, and production notes are copied onto the new invoice when duplicating the job in the future.