How to make a reminder using follow up badges

In this lesson you will learn how to make a one off reminder to arrive in your ServiceM8 Inbox, a certain period after a job is Completed.

1. In the job card, from the Badges list, click the Follow-Up Badge that you want to activate.

2. When ready, update the Job Status to ‘Completed’

The follow up badge activates when the job is Completed. A follow up reminder will only be created if the follow up badge is activated prior to the job’s status being changed to Completed. For this reason, you might want to consider using Job Templates , and adding the follow-up badge to the template — that way it will be automatically applied from the moment the job’s created. When the job is Completed, a recurring job follow-up will automatically be added to your Recurring Jobs list on the Dispatch Board, scheduled to arrive as a reminder in your Inbox:

​1. In the job card, from the Badges list, click the Follow-Up Badge that you want to activate.

​2. When ready, update the Job Status to ‘Completed’

1. In the job card, from the Badges list, click the Follow-Up Badge that you want to activate.

2. When ready, update the Job Status to ‘Completed’