TL;DR
- Schedule reminders for maintenance and follow-ups.
- Assign owners so tasks are never missed.
- Track upcoming work in one list.
Steps
Step 1
Open Operations β Reminders
Go to Operations β Reminders to review upcoming tasks.
Step 2
Create a reminder
Create a reminder, choose the vehicle, and add the task description.
Step 3
Schedule the timing
Set the due date and recurrence (if needed) so the task stays on schedule.
Step 4
Assign an owner
Assign the reminder to a teammate and save it so it appears in their list.
Validate your work
- The reminder appears in the list with the right due date.
- The assigned owner sees it in their reminders view.
- Overdue reminders are flagged clearly.