Keeping track of appointments and follow-ups can make or break your customer relationships. Setting reminders in SubcontractorHub means your team never misses an important meeting, site visit, or callback — keeping customers happy and projects on track.

From the main menu, go to “Database” under “Manage Database”.

Click “Additional” and from the drop-down, select “Automation”.

Click “+Add” icon to add a new automation

Provide a title and click “Next”.

Select any module among “Lead”, “Project”, and “Customer”. For this example, we have selected “Lead”.

Select your preferred job type.

Click “Add Start Trigger(s)” to add a trigger and then select “When Lead Created” from the list.

Click the “+” icon to select how the automation will end.

Select “Schedule Appointment” from the drop-down.

Select the "Appointment Type" from the drop-down.

Provide a title and choose the attendees by clicking on “Select Attendee”.

Scroll down to locate "Reminder" and check the checkbox. You can also choose reminder options and customize the reminder content using this feature. Click “Save” once you have set the reminder options and content.

Once saved, you will be able to see the Reminder specifics along with the trigger.

💡 A roofing contractor sets appointment reminders for all site visits. Their install team gets automatic reminders 24 hours before each appointment, cutting no-shows by 40% and keeping their schedule running like clockwork.