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.
- Use the search bar to locate the job you wish to add a reminder to. This can be done by searching for the customer or property and finding the job in the 'ongoing works' section, or by simply searching for the job number.
- You can now see all of the details related to that job, including its overview, diary events etc. From this page, click 'Reminders' at the top of the page and then 'Add new reminder' on the right-hand side.
- 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'.