Reminders

Steps

1. Create a reminder linked to a customer or route and a date.
2. Mark urgency and add a note or photo for context.
3. Relevant reminders surface on the technician's route for the day.
4. 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.

Related guides

• Work Orders Plan and track non-routine work: repairs, extra jobs and follow-ups, assigned to a customer, technician and date.
• Daily Briefing A morning summary that prepares the office and the field for the day: workload, pending items, route risks, filters due and upcoming holidays.
• To Do (admin) An internal task board for the office with checklists, tags, attachments, comments and reminders.