You can set reminders for jobs, customers, estimates, invoices, and more in FieldPulse. You will follow the same process regardless of the record type. For this example, we will set a reminder for a job.

To set up a reminder, open the job you want to be reminded about and click Actions.

In the dropdown menu, select Set a Reminder, then select when you'd like to receive the reminder.

You can set the reminder message, then click Submit. You'll see a pop up confirming you have set the reminder. Now you'll be reminded at the selected time.

Your reminders are housed under the bell icon in the FieldPulse header.