Notes

Notes capture team memos, close checklists, and client context per business — with auto-save, pins, attachments, Rewrite, and reminders that notify the whole team when due.

Key capabilities

• Per-business notes with a title (up to 500 characters) and a free-text body
• Auto-save while editing — changes persist after a brief pause, with a "Saving…" indicator
• Pin important notes; the list always orders pinned notes first, then most recently updated
• File attachments: upload, download, and delete (PDF, images, CSV/Excel, Word, and text/Markdown; up to 25 MB each)
• AI Rewrite that polishes the body into clear, professional prose with an Accept/Dismiss preview
• Scheduled and recurring reminders (one-time, daily, weekly, monthly) with quick presets
• Reminders notify the whole team via inbox and push notifications when they fire
• Author attribution (name or email) and a last-updated timestamp on every note
• Shared with all team members who can access the business
• Deleted notes and attachments are recoverable, not permanently wiped

How it works

You create a note and start typing; edits auto-save after a short pause. From the editor toolbar you can pin the note, attach files, run AI Rewrite, or schedule a reminder. When a reminder's time arrives, DayZero notifies every teammate on the business (except the person who set it) and, if the reminder recurs, schedules the next occurrence.

flowchart TD
  new["New Note"] --> edit["Edit title / body"]
  edit --> save["Auto-save as you type"]
  edit --> actions{"Toolbar action"}
  actions -->|"Pin"| pin["Pinned to top of list"]
  actions -->|"Attach"| file["Upload file to note"]
  actions -->|"Rewrite"| ai["AI rewrite preview > Accept/Dismiss"]
  actions -->|"Remind"| rem["Schedule reminder"]
  rem --> fire["Reminder fires > notify team"]

How to use it

1. Open Notes from the sidebar and click New Note.
2. Enter a title and write in the editor — changes auto-save after a short pause ("Saving…" appears while it persists).
3. Click the Pin icon to keep a note at the top of the list.
4. Click Attach to upload a file (receipts, contracts, spreadsheets) to the note; hover an attachment to download or delete it.
5. Click Rewrite to have AI polish the body — review the preview and Accept or Dismiss.
6. Click the Bell icon to open Reminders; pick a preset (In 1 hour, Tomorrow 9 AM, In 3 days, Next Monday) or a custom date/time, choose a recurrence, and Set.
7. Select notes from the left panel to switch; hover and click the trash icon to delete.

Pro tips

• Use notes for month-end close checklists — list accounts to reconcile and check them off, and pin the active checklist so it stays at the top.
• Set a recurring weekly reminder on your close checklist so the whole team gets nudged automatically.
• Attach supporting documents directly to a note instead of keeping them in a separate folder — they live with the context.
• AI Rewrite works best on a rough draft — it cleans up grammar, structure, and typos without changing meaning, and you can always Dismiss the preview.
• The body's first ~60 characters show as a preview in the list, so lead with the most identifying detail.
• Reminders notify everyone except the person who created them, so set one for a teammate to hand off a follow-up.

In-depth guide

Auto-save and note basics

Each note has a title (defaults to "Untitled Note", max 500 characters), an optional body, a pinned indicator, an author, and created/updated timestamps. Edits auto-save as you type, so rapid keystrokes collapse into a single save. The list shows pinned notes first, then most recently updated. Deleted notes are hidden and recoverable, not destroyed.

Attachments

Attachments are scoped to their note and business; deletes are recoverable. Executable and archive file types are not accepted for safety.

AI Rewrite and reminders

Rewrite sends the current body to your configured AI model and returns a polished preview. Accept replaces the body and auto-saves; Dismiss leaves the note unchanged. If the AI service is briefly unavailable, Rewrite shows a message rather than corrupting the note.

A reminder has a scheduled time and a recurrence — one-time, daily, weekly, or monthly. Quick presets include In 1 hour, Tomorrow 9 AM, In 3 days, and Next Monday. When a reminder fires, an inbox message and push notification go to every team member except the creator, linking back to Notes. One-time reminders deactivate after firing; recurring reminders roll forward to the next occurrence. Reminder times display in each viewer's local time zone.

Sharing

Notes belong to the business, not to an individual — every teammate with access sees the same set. Each note records its author and shows the author's name (or email) alongside the last-updated time. The first time the Notes page loads for a business, any notes previously saved in your browser are migrated to your account so nothing is lost.