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 estimate you want to add a reminder for.
- 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'.
