How to use follow-ups

Before you start

• A follow-up is a task that reminds you to call, email, or review something internally.
• A visit is a scheduled job appointment on the calendar; a follow-up is the next step you do not want to miss.
• Create follow-up opens the form for a new follow-up; saving it creates a real record.
• If you are only reviewing, do not select rows or use actions that change status.

1. Open Follow-ups

1. In the left menu, click Follow-ups.
2. Review the top counters: active, overdue, today, and upcoming.
3. Use the table to see customer, scheduled date, linked record, type, and status.

The list prioritizes what needs action and shows customer context without opening the detail page.

2. Read a row

• Customer shows who the follow-up belongs to.
• Scheduled shows the date and time for the next step.
• Linked shows whether the follow-up belongs to an invoice, job, quote, or visit.
• Type shows whether the next step is a call or email.
• Status shows whether it is overdue, due today, pending, or completed.

3. Filter the list

1. Use search to find a customer or linked record.
2. Click Filter.
3. Choose All, Completed, Call, or Email depending on what you need to review.

Filtering helps you focus on calls, emails, or follow-ups already marked complete.

4. Sort by priority

1. Click Sort.
2. Use Upcoming first to work in calendar order.
3. Use Overdue first to handle the most urgent items.
4. Use Newest to review recently added follow-ups.

Sorting does not change the follow-up; it only changes how you view the list.

5. States and controls you may see

These states help you decide what to handle first and what action the team should take.