Notes

Capture reminders, observations, and internal memos about a business. Notes are tied to the active business and shared with your whole team — perfect for month-end checklists, client questions, or accounting memos that don't belong on a transaction. Pin the ones that matter, attach supporting files, clean up rough drafts with AI Rewrite, and set reminders that ping the whole team when something is 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 600ms 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 debounce. 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 (600ms debounce)"]
  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 carries a small, predictable set of fields and saves itself as you work:

• Fields: a title (defaults to "Untitled Note", max 500 characters), an optional body, a pinned indicator, an author, and created/updated timestamps.
• Debounced auto-save: editing the title or body schedules a save that fires 600ms after you stop typing, so rapid keystrokes collapse into a single write.
• No clobbering: the editor keeps your local text while a save is in flight, so nothing you type is overwritten while it persists.
• Ordering: the list shows pinned notes first, then most recently updated.
• Deletes: a deleted note is hidden and recoverable, not destroyed.

Attachments

Attachments are uploaded and registered against the note. Limits and rules:

On upload, the file's actual signature is verified against its declared extension, so a file can't be smuggled past the allow-list by lying about its type. Attachments are scoped to their note and business, and deletes are recoverable.

AI Rewrite

Rewrite sends the current body to the business's configured AI model and returns a polished preview:

• What it does: makes the text clear, professional, and well-structured — fixing typos, grammar, and formatting while preserving the original meaning and intent, and keeping it concise.
• Accept: replaces the body and auto-saves.
• Dismiss: leaves the note unchanged.
• Graceful failure: if the AI service is briefly unavailable, Rewrite shows a message rather than corrupting the note.

Reminders

A reminder has a scheduled time and a recurrence — one-time, daily, weekly, or monthly:

• Setting one: the Reminders popover offers quick presets (In 1 hour, Tomorrow 9 AM, In 3 days, Next Monday), a recurrence selector, and a custom date/time field; the chosen time must be in the future.
• When it fires: an inbox message and a push notification go to every team member on the business except the creator, linking back to Notes.
• Recurrence: one-time reminders deactivate after firing; daily, weekly, and monthly reminders roll their scheduled time forward to the next occurrence.
• Time zones: reminder times are shown in each viewer's local time.

Sharing and authorship

Notes belong to the business, not to an individual:

• Shared: every teammate with access to the business sees the same set.
• Attribution: each note records its author and shows the author's name (or email) alongside the last-updated time, so it's clear who wrote what and when.

Moving from local notes

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 when moving from the old local-only behavior to shared, team-wide notes.