Add Your First Reminder

Reminders keep future work visible so the team can follow up before a vehicle or customer is missed.

Steps

1. Open the customer or vehicle record.
2. Select New reminder.
3. Choose the reminder type: service, tax, insurance, NCT, follow-up, or custom.
4. Set a due date and add a short note.
5. Save and confirm it appears on the dashboard or reminders view.

Best practices

Use a clear due date and avoid vague notes. A reminder should tell the next person what needs attention without requiring a separate conversation.

Related pages

• Reminders guide
• Track service reminders