Adding a reminder to an estimate

Reminders can be added to your estimates if need be. This is a useful way to remind your employees to collect relevant parts, call to ask for details of appliances etc. The users you select within the reminder will receive a notification on the date you establish.

  1. Use the search bar to locate the estimate you want to add a reminder to.

  2. Click into the 'Reminders' (or 'Reminders and notifications) tab at the top of the page then click 'Add new reminder' on the right-hand side.

  3. You will see a page where you can confirm the details of the reminder.

  4. Click the calendar to change the date, type in the note, and select your user(s). Then click 'Add reminder'.