Work Management
Reminders
Lightweight follow-ups tied to a customer, route, technician and date, with optional photos and notes.
Where to access
Open Reminders from Work Management.
Related
How it works
- Create a reminder linked to a customer or route and a date.
- Mark urgency and add a note or photo for context.
- Relevant reminders surface on the technician's route for the day.
- Resolve reminders as they are handled to keep the list clean.
Tips
- Reminders are ideal for small promises to customers that would otherwise slip through the cracks.