How to Send a Reminder to one Customer from the Schedule (Map View)

This guide explains how to send a reminder directly to a specific customer from the map view—particularly useful if a customer calls saying they didn’t receive their reminder.

Step 1: Open the Map View.

• Navigate to the correct date (typically the next day) to locate the scheduled job.

Step 2: Find the Customer on the Map.

• Locate the customer (e.g., Shelley) whose reminder you need to resend.

Step 3: Click View Details.

• From the customer’s job pin or list entry, select View Details to open their job file.

Step 4: Go to the Job File.

• Once in the job file, confirm the job information and ensure it’s the correct customer.

Step 5: Click Send Reminder.

• This action immediately resends the reminder notification to the customer.

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Notes: Common Mistakes to Avoid

• ⚠️ Wrong Date: Make sure you’re viewing the correct job day before sending a reminder.

• ⚠️ Duplicate Sends: Only resend reminders if the customer confirms they didn’t receive one.

• ⚠️ Missing Job Details: Always verify you’re in the right customer’s job file to avoid sending reminders to the wrong client.