Customer/work address reminders and notifications page

This page allows you to see the reminders and notifications you have for this customer. You can create new reminders and notifications here too

Reminders are received at 8am on the reminder date e.g if the reminder is set for Friday 30th October, the user/s will receive a notification at 8am on Friday 30th October

 

Service reminders

Here you can see a list of service reminders for this customer. Click Add new service reminder if you wish to add a new reminder. You can edit or delete these by clicking the relevant buttons.

Helpful links

Add a service reminder

Edit a service reminder

Delete a service reminder

 

Reminders

Reminders are like service reminders, however they are general reminders. For example you may want to set a reminder to call a customer 3 weeks after a job to catch up with them to see if everything is okay with the works. You can add a new reminder by clicking Add new reminder. You can edit or delete these by clicking the relevant buttons.

Helpful links

Add a reminder

Edit a reminder

Delete a reminder

 

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