video1.0<iframe src="https://www.loom.com/embed/4f55596d22b54968a59dee554fe9f95a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4f55596d22b54968a59dee554fe9f95a-22008e5a731f8016.gif143.033In this video, I walk you through the process of creating follow-ups and call-outs within our client records. I demonstrate how to navigate to the schedule, which can include various types of visits like contract schedules or job schedules. I specifically show how to create a follow-up for someone who has not completed their task, including selecting the person responsible, adjusting the date and time, and adding internal notes. After saving, the follow-up will appear in the next visit's list. Please make sure to follow these steps when managing client interactions.