Reminder List Enhancement

3 years agoopen0

Add selection box for customer name. Would like to see an improvement with the Reminders List. When a customer calls and approves a job our dispatchers will put in a contact log and reach out to the sales person to remind them to order materials. The dispatcher will also put that they reminded the sales person to order the materials for the job so they are not trying to get the materials the day of the install. If either from the contact log for the customer or customer file we could quickly add a reminder for our technicians. This would also show up in their Aptora Mobile II and they could see what job it was for. When you make a new reminder currently you are not able to select any job info. It would also be nice to be able to email or text the reminder.

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