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


  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


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


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


  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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