Send a reminder to one or more subcontractors without defining or changing the reminder rules for the contract(s).
- On the Active projects tab, select the project.
Listed are the project's contracts.
- Select the checkbox to the left of each contract you want to send a one-time billing reminder for.
- On the right-hand side of the screen, select Send reminders.
The Send reminders window lists each contract you selected.
- For each contract listed:
- Choose the Reminder Type.
- Call - your subcontractor(s) will receive an automated phone call.
- Email - your subcontractor(s) will receive an email from Trimble Pay.
- In the Message field(s), enter the purpose of the reminder. You can enter the same note in each, or you can tailor each note for the assigned subcontractor.
- If applicable, set the project's Pay Application Due Date. You might use the Billing end date as shown in the project's Billing periods tab, or an earlier date.
- Select Send reminders.
Trimble Pay sends reminders to the subcontractor(s) assigned to the contract(s) you selected, in the manner you indicated.