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Set Up Tech Reminders
Set Up Tech Reminders
Never miss a job with our tech reminder feature. Customize the duration and schedule multiple reminders to keep your team on track.
Anali avatar
Written by Anali
Updated over a week ago

Get timely reminders for pending job acceptances with our handy feature for technicians.

Customize the duration before the initial reminder is sent and schedule multiple reminders at intervals of your choice. Keep your team on track with this efficient tool.

Here are the instructions to set up the function:

  1. Go to "Settings".

  2. Click on "Technicians".

  3. Select "Notify & Reminder".

  4. Ensure that at least one form of communication option (Uleadz-Technician) is enabled.

  5. Click on the downward arrow for more options.

  6. Enable "Submit Notify" and "Reminder".

  7. Input the desired time delay and number of reminders.

  8. Once you're happy with your set up, don't forget to select "Save" at the top right corner of your screen.

The example below sets a reminder to send an SMS 3 minutes after sending the job to the technician, provided that the job has not been confirmed with a "K, Ok, Okay, Kk, etc".

The reminder will repeat 3 times (loop count) with a 3-minute interval (loop interval) between each reminder.

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