How do I send a measurement reminder to a customer or salesperson?

  1. From the dashboard navigate to the measurement tab on the left-side menu and click to select.

    Remidner1

  2. Highlight the line of the measurement associated with the reminder you wish to send by clicking on the line.

    Reminder2

  3. Once the line item is highlighted, select the “gear” icon on the right side of the highlighted line. 

    Remidners3

  4. Select the type of reminder you wish to send. (email/sms to customer or salesperson)

    Reminderes4

**Reminder will send immediately when you select the desired option.

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