Enable automatic reminders for invoices, jobs, quotes, and purchase approvals so your team and customers stay on schedule. Properly configured reminders help reduce late payments, missed jobs, and delays in approvals.
Invoice Reminders
Set up automated reminders for outstanding invoices. Customers will receive email notifications before and after the due date.
Enable Invoice Reminders
- Turn this on to send automatic reminders for unpaid invoices.
Notify Customers Before the Due Date
Choose how many days ahead of the due date the reminder email should be sent. Example options:
- On due date
- 1 day
- 3 days
- 5 days
- 7 days
Notify Customers After the Due Date
Choose how many days after the due date the follow-up reminder email should be sent. Example options:
- 1 day
- 3 days
- 5 days
- 7 days
Job Reminders
Set automated reminders minutes before or after a job starts. Mobile app notifications are sent to assignees. You and team leads will also be notified if a job is past due and not marked complete. The system will remind you of any unassigned jobs due within the next 2 days.
Enable Job Reminders
- Turn this on to receive automated job notifications.
Notify Team Before Job Starts
Set how many minutes in advance assignees and team leads should receive a notification before a job begins. Example options:
- 5 minutes
- 15 minutes
- 30 minutes
- 60 minutes
Notify Team After Job Starts
Set how many minutes after a job starts to alert assignees and team leads if it hasn’t been started yet. Example options:
- 5 minutes
- 10 minutes
- 15 minutes
- 30 minutes
Purchase Reminders
Enable or disable reminders for pending purchase approvals.
Enable Purchase Reminders
- Turn this on to send notifications for pending purchase approvals.
Quote Reminders
Set up automated reminders for quotes pending approval. Customers will receive reminder emails before the quote expires, and quotes past their validity date will automatically be marked as expired.
Enable Quote Reminders
- Turn this on to send automatic reminders for pending quotes.
Notify Customers Before Quote Expires
Choose how many days before a quote’s expiration date the reminder email should be sent to your customer. Example options:
- On expiry date
- 1 day
- 3 days
- 5 days
- 7 days
