Construction & Projects Reminders

Who to remind today, in one list, ready to send on WhatsApp or SMS. This is the construction and projects part of the Reminder Centre, which works the same in every business.

Where: Accounts > Reminders. In the Accounts menu, beside the expense entries. Only logins that can take payments see it. The Job Work app has the same Reminders entry in its Accounts menu, and vehicle service shows it when job cards are switched off.

Lists you will see

• Project balances due - Running projects whose planned finish date is near or past and that still have money to collect from the client. Projects with no end date are listed too, as long as the client still owes money.

If you also hire out equipment, the hire lists appear here too.

At the top, rows are split into All to send, Due today, Overdue, Upcoming 7 days and Sent, each with its count. You can also filter by list or date, or search by name or phone.

How sending works

• Send one - every row has its own send button. The message is already written for you and shown on the row, so you see what the customer will read.
• Send many - tick the rows you want (or Select all) and choose WhatsApp, SMS or WhatsApp & SMS. Before anything goes, the app tells you how many messages will be sent and how many people have no phone number saved.
• SMS greyed out - if this phone or computer has no way to send SMS, the SMS choice is switched off, and WhatsApp & SMS warns that those reminders will go on WhatsApp only.
• Only real sends count - a row leaves the list only when the message actually went. If it failed, it stays so you can try again. What went today shows under Sent.
• Open the record - tap a row to open the order, member, loan or bill behind it.

For the full picture, see the main help page: Reminders & the Reminder Centre.