1. Click on the down arrow to the far right in the top navigation. Select settings and select the Misc tab

2. Scroll down to the follow up report section

2. Select your Followup Report default status

  • Choose the jobs status that you use for jobs that you want to follow up - for example Incomplete

3. Select your delta times units, hours or days

  • Select the time frame that is most suitable for your business, do you consider a job overdue after a few hours or days?

3. Select the Follow up report timelinessĀ 

  • Choose your colours and time delta (hours or days as per selection in step 3)

  • Delete colours by clicking delete next to the colour that you want to remove

  • Add more colours by clicking add new field

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