PlanIt EPOS · CRM & Customers

Add a note or follow-up to a customer

What does this do?

Notes keep a dated record of what was said. Follow-ups are the same but with a due date, and they show up on the till the day they are due so nobody forgets to ring back.

How to use it

  1. From the ☰ menu choose CRM and tap the customer.
  2. In Notes & follow-ups, type what happened or what needs doing in the box.
  3. Press Add note to keep it as a dated note.
  4. Or set a due date (leave it empty for tomorrow) and press Add follow-up to make it a task.
  5. When it is dealt with, press ✓ Done. Press Reopen if it comes back, or ✕ to remove it.
Open PlanIt EPOS Still stuck? Email support

Related guides

See today's follow-ups on the till

Follow-ups due today, or earlier and still open, appear as a strip across the main till screen so they are seen first thing. Tap a name to open that customer and deal with it.

CRM & Customers

Follow up quotes that have gone quiet

When you send a quote the till creates a follow-up task for a few days later, and the Quotes list turns amber once that window has passed. It stops chasing you the moment the quote is accepted, converted or voided.

Quotes

Turn quote follow-up reminders on or off

When a quote is emailed or shared, the till adds a follow-up task on the main screen a set number of days later so nobody forgets to ring the customer. Nothing is ever emailed to the customer; the reminder is for you.

Settings & Account

See everything about one customer in one place

Opening a customer shows one page with their contact details, notes and follow-ups, trade account, money history, orders, bookings and every email you have sent them.

CRM & Customers

Add a note to a quote, invoice or receipt

A note is printed on the document and shown on the copy the customer opens online. You can add one when writing the document, afterwards on a finished document, or just for one email.

Invoices & Getting Paid

Add a new customer

New customer saves someone to the book before you have sold to them, so their details are ready to drop onto a sale or quote later.

CRM & Customers
Questions this guide answers
  • How do I leave a note on a customer?
  • How do I set a reminder to call a customer back?
  • How do I mark a follow-up as done?

Last updated 2026-09-03 · Direct link for this feature