How to plan a route with multiple stops

  1. Click Routes in the sidebar.
  2. Click New Route.
  3. Add stops in the order you want to visit them. Each stop can be linked to a contact, business, or delivery.
  4. Click Save Route.
  5. Optionally click Optimize to reorder stops by shortest distance.

Open the route on your phone and tap any stop to launch directions in your default maps app.

Does SJ CRM work on mobile?

Yes. SJ CRM works in any modern mobile browser (Safari on iPhone/iPad, Chrome on Android). The interface adapts to small screens.

Native iOS and Android apps with offline sync are in active development — they’ll be a free addition for active subscribers when ready.

How to add an item to inventory

  1. Click Items in the sidebar.
  2. Click Add New Item.
  3. Enter Item Name, Serial Number, Category, Location, Condition.
  4. Optionally enter purchase date, purchase price, vendor, warranty details.
  5. Click Save Item.

Items can be linked to a contact (if loaned out) or to a project (if assigned to a job).

Is there a desktop app?

A native desktop app for Windows, Mac, and Linux is in active development — same idea as the mobile apps: distraction-free, offline-capable, syncs when you’re back online.

For now, the web app works on every desktop browser.

How to create a health profile for a contact

  1. Open the contact you want to add a health profile to.
  2. Click the Health Profile tab on the contact page.
  3. Fill in: blood type, allergies, current medications, medical conditions, primary care doctor, emergency contacts.
  4. Click Save Health Profile.

The health profile is private to your account — it stays linked to that contact until you delete it.

What browsers are supported?

Any modern browser updated within the last 2 years: Chrome, Firefox, Safari, Edge, Brave, Opera. Internet Explorer is not supported (and Microsoft no longer supports it either).

For best results, keep your browser updated.

How to add a rental property

  1. Click Properties in the SJ Rentals sidebar.
  2. Click Add New Property.
  3. Enter Property Name, Address, Type (apartment, house, room, equipment, etc.).
  4. Add description and amenities.
  5. Set the default rate (per night/week/month).
  6. Click Save Property.

Now you can create bookings against the property.

How do I report a bug?

Email support@sjnotebook.com with:

  • What you were trying to do
  • What happened instead
  • Which page/screen you were on (URL helps)
  • Browser and OS (e.g. Chrome on Windows 11)
  • Screenshot if possible

The same person who wrote the code reads every email. Bugs that affect multiple customers usually get fixed within a few days.

How to log a booking for a property

  1. Click Bookings Calendar in the SJ Rentals sidebar.
  2. Click the start date you want.
  3. Pick the Property.
  4. Link the Contact who’s booking.
  5. Set check-in and check-out dates.
  6. Set the rate and any deposit.
  7. Click Save Booking.

The booking blocks those dates on the property’s calendar so you can’t double-book.

How do I request a feature?

Reply to any email from us, or write to support@sjnotebook.com. Describe what you’re trying to accomplish and what you’d like to see.

The roadmap is shaped by what real customers actually ask for, not by what’s trending in tech blogs.