Scheduling & Reminders
Plan upcoming work and keep jobs organised. Boksit Scheduling keeps track of upcoming jobs, dates and work commitments alongside the rest of the business, and Reminders help keep important follow-ups from being forgotten.
Scheduling
Plan upcoming work and keep jobs organised.
- Upcoming work. Keep track of the jobs and dates you have committed to.
- In one place. Scheduling sits alongside Quotes, Invoices, the Project Centre and Documents, rather than in a separate calendar app.
- Visible on the dashboard. What is coming up is shown with the rest of your business activity.
Upcoming work — example
- Mon
- First fix — Demo Client Ltd
- Wed
- Site visit — Example Renovations
- Fri
- Snagging — Demo Client Ltd
Reminders
Keep important jobs and follow-ups from being forgotten.
Boksit Reminders surface upcoming and due items alongside business activity so important actions stay visible. Due items are highlighted more strongly than items that are simply coming up, so the most urgent work is easy to spot.
- Due and upcoming items shown together with business activity
- Follow-ups on documents that are waiting on a client response
- Tap through to the exact record the reminder relates to
Common questions
- What is Boksit Scheduling used for?
- Scheduling is used to plan upcoming work and keep track of job dates and work commitments alongside Quotes, Invoices and Projects.
- Are Boksit Reminders automatic?
- Reminders are based on your own work and settings — for example items you have set up or documents that are waiting on a response. Boksit surfaces them so they stay visible; it does not decide business actions for you.
- Where do Reminders appear?
- Due and upcoming items are surfaced alongside business activity on the dashboard, so important follow-ups stay in view while you work.