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 employee/s you select within the reminder will receive a notification on the date you decide.
How to add a reminder:
Use the 'search bar' and search for the customer you want to add an estimate reminder for.
You will then see a list of customers that are related to your search.
Click on the name of the customer to open their account.
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.
Click 'Reminders' at the top of the page. Click '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 your user(s). Then click 'Add reminder'.
