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Using Mobile Reminders

Add reminders for any section or item in your template so be sure you don't miss anything!

Jess Flake avatar
Written by Jess Flake
Updated over 5 months ago

Within each section of your template, you can create a reminder for yourself that shows up in your mobile app. These reminders can be used for anything you want! In this article, we'll show you how to add reminders in your template and how to access them in the mobile Version 10 app.


Adding Mobile Reminders in Your Template

In this section, we'll show you how to add mobile reminders to your templates.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "Templates"

  2. Click "My Templates"

  3. Select your template from the dropdown menu

  4. Click the ✏️ icon next to the section name

  5. Enter your reminders in the text box

  6. Click "Save"


How Mobile Reminders Show in the Version 10 App

In this section, you'll see how the mobile reminders will show in the V10 app while you're completing your inspection.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Tap on the inspection in the app

  2. Swipe up on the "Reports" tab

  3. Tap "Start"

  4. Tap on the section

  5. Tap "View Reminder"

  6. Your reminders will show here
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How Mobile Reminders Show on the Web Editor

In this section, we'll show you how you can view your mobile reminders on the web editor.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click on the inspection to open the Inspection Details page

  2. Click on the report name to open the web editor

  3. Click on a section in the left column to open it

  4. Click "View reminder" at the top of the middle column

  5. A pop-up box with your reminder text will appear


Frequently Asked Questions

  • Can I edit a mobile reminder in the app while filling out my report?

    • Unfortunately not! Mobile reminders can only be edited in the template itself, not on an individual report.
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  • Can clients or agents see the mobile reminders?

    • No, the mobile reminders are for internal viewing only by you (the inspector).



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