Add a reminder to an estimate

Reminders can be added to an estimate, 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 you want to add an estimate reminder for and press Enter on your keyboard 



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

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  3. Click on the name of the customer to open their account

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  4. Click View next to the estimate you would like to view. You can now see all of the details related to that estimate, including its survey, introduction, body etc.

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

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  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

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