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How To Use Follow Up Date

  1. You can add a **Follow Up Date** to a **Work Order** to help you stay organized. It makes it easier to sort **Work Orders** using the **Follow Up Date** filter and also serves as a helpful reminder. You can update the **Follow Up Date** at any time, whether you're creating a new **Work Order** or editing an existing one.
    Screenshot 2026-08-27 at 10.15.26 AM
  2. Once you pin the **Follow Up Date** filter, you can narrow your results by selecting a date range or a specific date. This will show the **Work Orders** with **Follow Up Dates** that match the filter you selected. 
    Screenshot 2026-08-27 at 10.17.07 AM
  3. There’s also a new setting that lets you automatically update the **Follow Up Date** whenever an **Invoice**, **Proposal**, or **Purchase Order** status is changed. Simply turn this setting on to enable the feature.
    Screenshot 2026-08-27 at 10.31.00 AM

    Here’s how the **Follow Up Date** can be updated when an **Invoice**, **Proposal**, or **Purchase Order** status changes.
    Screenshot 2026-08-27 at 10.34.15 AM