Add a reminder for a job

Reminders can be added to a job, this is useful to remind your employees to collect relevant parts, call to ask for details of appliances etc. The employee/s you select within the reminder will receive a notification on the date you decide. 

Watch a quick video showing you how to add a reminder

Or read how to add a reminder

  1. Click in the search bar and search for the customer/work address you want to add a job reminder for and press Enter on your keyboard 

    (Or search for the job number, select it from the list and skip to step 4)



  2. You will then see a list of customers/work addresses that are related to your search

    2017-07-19_10-04-15.jpg

  3. Click on the name of the customer/work address to open their account. In the section labelled On going work click View on the job you wish to view

    2017-07-19_10-07-07.jpg

  4. You can now see all of the details related to that job, including its overview, diary events etc

    2017-07-19_10-07-13.jpg

  5. Click Reminders at the top of the page. Click Add new reminder on the right hand side

    2017-07-19_10-07-28.jpg

  6. You will see a page where you can add details to the reminder. Click the calendar to change the date, type in the note, and select a user/s. Then click Add reminder

    2017-07-19_10-07-36.jpg
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