Skip to nav Skip to content

Breadcrumb

How Do Order Reminders Work?

A reminder date tells you when to follow up on an order, like calling a customer a few days after sending an estimate. The day before and on the day itself, the order shows under Your Order Reminders on your dashboard.

Your Order Reminders on the dashboard, listing two orders with their date, customer, order number and status.
Your Order Reminders on the dashboard, listing two orders with their date, customer, order number and status.

Set a Reminder

  1. Open the order. Click Add… at the end of the right side and choose Reminder. The Reminder field shows under Properties.
  2. Pick a date. It's saved right away.

To change a reminder, pick another date in its Reminder field.

The Properties of an order, with its Reminder date at the end.
The Properties of an order, with its Reminder date at the end.

To remove a reminder, point at it and click the trash icon (on a phone, tap the trash icon). Click Undo in the message to keep it.

Who Sees the Reminder

Reminders show for the users associated with the order, so add yourself to the order to get its reminders. See What are user order associations?

Each reminder shows the date, the customer, the order number and the order's status. Click the order number to open it. Your reminders also show in the side column of other pages and on your profile.