Future Reminders can be sent as Emails, SMS, Letters or internal Tasks can be created. You can customize the content of the Reminders using placeholders to pull CRM information into your reminders.

You can Add multiple Future Reminders just by clicking the + button in your Web Portal, CRM > Jobs > Job Type >(Either Create a new Job Type or Edit an Existing Job Type) and select the Future Reminders tab at the top of the screen.


Job Type Tutorial Video