Trade Notes

A notebook built into Sortinal for quick field reference — wiring diagrams, install tips, supplier contacts, or anything your team needs to look up on-site.

Creating a note

Go to Settings → Trade Notes (or from the reference section) and tap + New Note. Each note has:

• Title — what it's about
• Content — rich text with formatting
• Category — organise by topic (electrical, refrigerant, installation, etc.)

Use cases

• Wiring diagrams — quick reference for common isolator setups
• Refrigerant charge tables — how much R32/R410A for different pipe lengths
• Install checklists — personal reminders beyond the formal checklist templates
• Supplier info — who to call for specific parts, account numbers

Sharing

Trade notes are shared across your business — every team member can see them. Great for building up a team knowledge base over time.

Tips

• Add notes as you learn things on-site — if you looked it up once, write it down
• Use categories to keep things findable as the list grows
• New techs on the team can read through the notes to get up to speed fast