Setting reminders that keep work moving

Open Settings and go to Reminders — reminders are personal; only you see them.

Tap a quick-start idea like Material list for a job, Schedule the crew, or Collect payment to prefill a reminder.

Set the title, date, and time, and link it to a sold job, lead, or estimate so it opens with one tap.

Choose a recurrence — daily, weekly, or monthly — for anything you need to repeat.

When the reminder is due you get a notification in the app; completing a recurring reminder rolls it forward to the next occurrence.