Reminders and Follow-Ups

Field Service Companion can gently remind you when it's time to come back to a person — a follow-up reminder. The reminder lives entirely on your phone; nothing about who you intend to visit, or when, leaves your device.

Setting a Reminder When You Save a Visit

After you save a visit, the app asks: "When would you like to come back?" This is the post-visit reminder prompt.

Choose a date — tomorrow, next week, in a month — using the quick options or by tapping a custom date. Or tap Skip if you don't want a reminder for this visit.

When the time arrives, your phone will display a small notification with the contact's name and the prompt "Time to continue the conversation." Tap the notification to jump straight to the contact's detail screen.

Setting a Reminder When You Add a Contact

The same prompt appears immediately after you add a new contact (and after recording an initial call, if you filled in that section). It's the easiest way to make sure a new contact doesn't get forgotten.

Where to See Your Reminders

Two places:

• Coming Up card on the dashboard. Shows the next several reminders in friendly date-ordered layout. Tap a card to jump to the contact.
• Settings → Reminders. Shows every pending reminder, including any that are overdue. From here you can:
• Reschedule a reminder to a different date.
• Delete a reminder you no longer want.

When you save a visit for a contact, any pending reminders for that contact are automatically marked done — no manual cleanup needed.

Snoozing From the Notification

When a reminder fires on your phone, you can long-press (or expand) the notification to see quick snooze options without opening the app:

• 1 hour — Push the reminder out by an hour.
• Tomorrow — Push it to 9 AM tomorrow.
• 1 week — Push it out by seven days.

If you want to snooze to an arbitrary date, open the app and use Reschedule in Settings → Reminders.

Permissions

The first time you set a reminder, your phone will ask for permission to show notifications. Tap Allow. If you decline, your reminders will still be saved inside the app (you'll see them in Coming Up and on the Reminders screen) but no notification will fire — you'd need to remember to check the app on your own.

You can change notification permission at any time in your phone's Settings → Field Service Companion → Notifications.

Battery Optimization on Android

On many Android phones, the operating system aggressively limits background work to save battery — which can sometimes prevent reminders from firing on time.

The app shows a one-time prompt asking whether you'd like to grant "Ignore battery optimizations" so reminders fire reliably. You can also change this later in Settings:

• Tap Optimize reminder delivery.
• Approve the system prompt.

This grants the app permission to wake briefly when a reminder is due. It does not run the app continuously and does not noticeably affect battery life.

Low Power Mode on iPhone

When iPhone Low Power Mode is on, iOS may delay reminders. If a reminder seems consistently late, check whether Low Power Mode is on (Settings → Battery → Low Power Mode). The app self-heals on every launch — if the system has dropped a reminder, the app reschedules it the next time you open the app.

Privacy

Reminders are stored on your device and scheduled with iOS or Android's built-in notification system. No reminder data is sent to any server. The notification text is intentionally just the contact's name (no visit notes or other content) so it stays appropriate even on a lock screen or paired wearable.

Need More Help?

If reminders are not firing as expected, the steps in Reporting a Problem — including the Run integrity check now self-check — are the right starting point. You can also contact us at support@returnvisits.org.