Reminder Master List

<< Click to Display Table of Contents >>

Navigation:  Reminders and Marketing >

Reminder Master List

Previous pageReturn to chapter overviewNext page

reminder_master_browse

 

This browse shows all the reminders you have set up. When you complete a work order that includes a labor item that has a category related to the reminder list name, the program will find all items in the master list with that list name, then create a reminder.

 

This way you can have more than one reminder created for a labor item.

 

First, let's look at the labor category list that relates to the reminder list name.

 

select_labor_category

 

Notice I can set more than one labor category to a particular list name. Don't worry, the program will only add one reminder per list, even if you have more than one labor item that has the same list name. For instance in the above screen, if I sell a labor item with the category of Lights, and a labor item with the category of Engine Repair, they both have the Inspections list. The program will only set reminders once for the Inspections List.