How to connect follow-ups to customers, jobs, quotes, and invoices

Before You Start

• Know which customer the follow-up belongs to.
• If the follow-up is about an invoice, quote, job, or visit, choose that item under Link to.
• If the follow-up is only about the customer, you can leave it as No link.
• Clicking Save creates a real follow-up for your team.

1. Review the Follow-ups List

1. Go to Follow-ups.
2. Review the Active, Overdue, Today, and Upcoming counters.
3. Use search to find a customer or a linked item.
4. Review the Customer, Scheduled, Linked, Type, and Status columns.

The list helps you review which follow-ups are active, overdue, due today, or coming up.

2. Create the Follow-up

1. Click Create follow-up.
2. Select the Customer.
3. Choose the Action: Call or Email.
4. Select the Date and, if needed, the Time.

After you choose the customer, IMPULSO shows Link to when there are available items for that customer.

3. Link It to a Job, Quote, or Invoice

1. Open Link to.
2. Choose the quote, job, invoice, or visit that needs follow-up.
3. If the item you expected does not appear, make sure it belongs to the same customer and is still open.
4. Add a short note so your team knows what to do next.

In this screenshot, the follow-up is linked to a deep cleaning item for Marcus Johnson. Save was not clicked during verification.

4. Save When Ready

• Use Notes to write the next step clearly.
• Click Save only when you want to create the follow-up.
• Use Cancel if you were only reviewing or do not want to create it.

5. States You May See

Counters, types, and statuses help you prioritize daily work without opening every follow-up.