How to make a reminder using follow up badges

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In this lesson you will learn how to make a one off reminder one month after a job is complete. Reminders are a great way to drum up extra business and provide better service.

1. Go to the job list and double click a job to open

Go to the job list and double click a job to open

2. From the Badges list, click the Follow-up badge that you want to activate

From the Badges list, click the Follow-up badge that you want to activate

2.1. It will become red once you've activated it.

It will become red once you've activated it.

3. Click the Save button when you're finished

Click the Save button when you're finished

Note: The follow up badge activates when the job is completed. A follow up job will only be created if the follow up badge is ticked prior to the job status being changed to completed.

When that job is completed, a recurring job follow-up will automatically be added to your Recurring jobs list on the dispatch board, scheduled to arrive in the dispatch board inbox in x number of months.

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