> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reminders Overview

> Attach a reminder to a job, customer, estimate, or invoice in FieldPulse so a follow-up pops up at the time you choose and nothing falls off your radar.

> **Who uses this:** You set a reminder on a record from that record's **Actions** menu, and the reminder alerts you — the person who set it. **Availability:** All regions.

A reminder is a follow-up you attach to a record in FieldPulse — a job, customer, estimate, invoice, and more — that alerts you at the time you pick. You set a reminder from the record's **Actions** menu, and your reminders are housed under the bell icon in the FieldPulse header. The process is the same on every record type.

## Overview

The workflow breakdown reminders solve is the follow-up that lives only in someone's memory. A customer asks you to circle back next week; an estimate needs a nudge in three days. A reminder pins that follow-up to the record it belongs to and surfaces it at the time you set, so the record and the reminder stay together.

Reminders work the same way on [jobs](https://www.fieldpulse.com/features/job-management), [customers](https://www.fieldpulse.com/features/customer-management), [estimates and invoices](https://www.fieldpulse.com/features/estimates-and-invoices), and other records. This page uses a job as the example.

## How it works

You create a reminder in one pass through the record's **Actions** menu — choose when the reminder should reach you, give it a title, and submit it. The reminder then appears under the bell icon in the FieldPulse header alongside your other reminders.

### Set a reminder

1. Open the record you want to be reminded about — for this example, a job.

2. Select **Actions**.

   <img src="https://mintcdn.com/fieldpulse/mvf17VEFr_UiTcKM/static/images/_api/2732544-reminders/01.png?fit=max&auto=format&n=mvf17VEFr_UiTcKM&q=85&s=1ba4229e8ba49bed2f6da91494c0b05f" alt="A job record open on the Info tab with the green Actions button highlighted between Customer Communication and Edit" width="1200" height="885" data-path="static/images/_api/2732544-reminders/01.png" />

3. In the dropdown, select **Set a Reminder**.

4. Select when you want to receive the reminder.

   <img src="https://mintcdn.com/fieldpulse/mvf17VEFr_UiTcKM/static/images/_api/2732544-reminders/02.png?fit=max&auto=format&n=mvf17VEFr_UiTcKM&q=85&s=5ea1404fe2fd2be87fd8c6c6cfa802a6" alt="The Actions dropdown with Set a Reminder highlighted and the timing menu open beside it, listing In 1 Hour, In 3 Hours, Tomorrow, Next Monday Morning, In 1 Week, In 1 Month, and Custom, with In 3 Hours highlighted" width="1200" height="885" data-path="static/images/_api/2732544-reminders/02.png" />

   The timing menu offers **In 1 Hour**, **In 3 Hours**, **Tomorrow**, **Next Monday Morning**, **In 1 Week**, **In 1 Month**, and **Custom**.

5. Enter the text of the reminder in **Reminder Title**.

6. Select **Submit**.

   <img src="https://mintcdn.com/fieldpulse/mvf17VEFr_UiTcKM/static/images/_api/2732544-reminders/03.png?fit=max&auto=format&n=mvf17VEFr_UiTcKM&q=85&s=13e582f65a62bce7d9ab090f17c0fdee" alt="The Reminder Title pop-up over the job record, with the Reminder Title field filled in and the blue Submit button highlighted next to Cancel" width="1200" height="885" data-path="static/images/_api/2732544-reminders/03.png" />

A pop-up confirms the reminder is set, and the reminder reaches you at the time you selected.

### Find your reminders

Your reminders are housed under the **bell icon** in the FieldPulse header. Select the bell icon, then select the **Reminders** tab to see everything you have been reminded about in one place. The **Notifications** tab sits beside it in the same panel.

Reminders are also delivered to the FieldPulse mobile app — tap your photo or initials in the top-right corner and select **Notifications/Reminders** to view them.

<img src="https://mintcdn.com/fieldpulse/mvf17VEFr_UiTcKM/static/images/_api/2732544-reminders/04.png?fit=max&auto=format&n=mvf17VEFr_UiTcKM&q=85&s=e169309951f9556732355ce16f771de3" alt="The FieldPulse header on the Pulse Dashboard with the bell icon highlighted and the panel below it open on the Reminders tab, next to a Notifications tab" width="1200" height="386" data-path="static/images/_api/2732544-reminders/04.png" />

Your reminder is working when the confirmation pop-up appears after you submit and the reminder shows up on the **Reminders** tab under the bell icon, waiting to surface the follow-up at the time you set, on the record it belongs to.

<Frame caption="Video walkthrough: setting a reminder on a record">
  <iframe src="https://www.loom.com/embed/737d86fd1a7b47b48b0f11179444ca10?hide_owner=true&hide_share=true" width="100%" height="420" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
</Frame>

## FAQs

### Can I report on the reminders my team has set?

Yes. Raw data reporting has a **Reminders** tab whose default columns are Title, Created At, Read At, Related Entity, and Related Entity Name. See [How to Create Reminder Reports](/reporting/raw-data/reminder-reports).

## Related articles

* [How to Create Reminder Reports](/reporting/raw-data/reminder-reports)

* [How to Use Notes](/settings/app-preferences/notes)

* [Notifications Overview](/settings/notifications/notifications-master-guide)

* [Internal Activity Overview](/settings/app-preferences/internal-activity)


## Related topics

- [How to Create a Maintenance Agreement](/jobs/assets/maintenance-agreements.md)
- [Maintenance Agreement Reminders Overview](/jobs/assets/maintenance-customer-view.md)
- [How to Create Reminder Reports](/reporting/raw-data/reminder-reports.md)
- [Notifications Overview](/settings/notifications/notifications-master-guide.md)
