Adding Notes in SummerOS

When you're building a revenue projection—especially as part of a larger team—it helps to keep track of your thinking. That’s where Notes come in. SummerOS lets you leave contextual notes directly within a projection, whether you're flagging a comp, tracking assumptions, or collaborating with teammates.

Notes are attached to the projection and visible to everyone on your team. They’re a lightweight but powerful way to document decisions and assumptions in context.

When to use notes

Here are a few common use cases:

• Flag why a particular property was included or excluded from your comp set
• Note pending upgrades like “Planning to add a hot tub in Q4”
• Leave reminders to revisit assumptions or update availability
• Collaborate across teams by documenting investment rationale or underwriting logic

How to add a note

1. Navigate to the Notes tab within the Comp Set or Market view
2. Click “New note”
3. Type your note and hit Save

Your note will appear below, along with a timestamp and the name of the teammate who added it.

Voice notes and transcription

Want to jot something down faster? You can record a voice note directly in the browser:

• Click the microphone icon
• Allow your browser to access the mic
• Speak your note—SummerOS will transcribe it automatically

Managing notes

Once a note is added, you can:

• Edit it
• Copy it to your clipboard
• Delete it when it’s no longer needed

Every note is stored with author attribution, so your whole team can stay aligned on what's been added—and why.