Follow through work

Ask what a job leaves behind, and email it to the people who can act on it.

Last updated 15 Oct 2026

Overview

The tap that needs a part nobody had. The board that wants replacing next year. Work a job throws up but does not finish gets mentioned in the van and forgotten by Monday. Turn this on and the team member is asked as they stop work, and what they write is emailed straight to the people who can do something about it.

The Settings screen filtered to the follow through work settings

Turning it on

Two steps, and both are needed before anything appears.

1. Switch it on for your business. In Settings → Time Recordings Settings, tick Ask for follow through work on Stop Work. It is off by default.

2. Say who wants to hear. On each person’s record in Settings → Users, there are two subscriptions beside the other notification ticks:

Tick	They are emailed
Notify of: your urgent category	Only what goes in the first box
Notify of: your non-urgent category	Only what goes in the second box

Each tick is named after whatever you have called that category - see Naming the two categories below.

They stay greyed out until the feature itself is switched on.

Note

Nobody subscribed means nobody is asked. The boxes do not appear on a team member’s phone until at least one person has ticked something - because a box that collects text nobody will ever read is worse than no box at all.

Each box is gated on its own. Subscribe somebody to urgent only, and the team member is asked about urgent work only.

Naming the two categories

“Urgent” and “non-urgent” are only the starting point. If your business splits follow through work some other way, rename both from Settings → Time Recordings Settings:

Setting	Default
Name for urgent follow through work	Urgent follow through work
Name for non-urgent follow through work	Non-urgent follow through work

A merchant whose two categories are really Parts required onsite and Future quoting can say so, and that wording then follows the category everywhere it appears: the label above the box on the team member’s phone, the subscription tick on each person’s user record, and the heading in the email that lands in the office. There is nowhere it can disagree with itself.

Clearing either box puts the default wording back.

What the team member sees

On the Stop Work screen, under a Follow Through Work heading, beside their work notes:

Two boxes, one for each category, labelled with whatever you have chosen to call them. Out of the box that is Urgent follow through work and Non-urgent follow through work.

Both are optional. Leaving them empty means there is nothing to report, and stopping work carries on exactly as it does today - this never blocks them, and never costs them a tap they did not need.

Who gets what

Only the categories they subscribed to. Somebody on the urgent list alone never sees the non-urgent text, even when both boxes were filled in.
Only when something was written. Subscribing to urgent does not earn an email about a job whose urgent box was left blank.
One email per address. If two people share a mailbox and between them subscribed to both categories, that mailbox gets both - the subscriptions are added together rather than one of them being lost.
The person who wrote the note is emailed too, if they subscribed. They asked to be told.

The email goes out in the background, so a slow or unavailable mail server never delays the team member finishing their day.

What it is not

Heads up

The email is the only record. Follow through notes are not stored on the job, do not appear on the job’s history, and cannot be searched for later.

If what the team member writes needs to survive as a record - for a quote, a warranty claim or a promise to a customer - ask them to put it in the work note as well, which is saved against the job. That box has its own setting (Work Notes on Stop Work screen) and is off until you turn it on, so check it is there before telling anyone to rely on it.

That is worth knowing before you rely on it. This is a way of telling the right person something today, not a to-do list the business can work through next week.