Reminders – Commonly Asked Questions
Reminders
- Search for the job either by going to the ‘Jobs’ screen or via the ‘Reminder – Search’ Screen
- Click on the ‘Reminder’ tab
- Make required changes to the reminder
- Click ‘Save Changes’
- After setting up services to contain a next scheduled service you will be able to remind customers to come back to receive the next service.
- Ensure the customer has a Phone number and a contact method selected (this can be setup via the customer screen)
- Go to ‘Sales/Jobs’
- Click ‘Jobs’
- ‘Create New’
- Select a customer
- Enter job information including the service
- ‘Invoice’
- There will be a new tab called ‘Reminder’ click on this
- You will see the next service and the duration until its due alter this if required
- At this due time this customer will appear in the ‘Reminder Post’ screen for you to issue the reminder
- Go to ‘Maintenance’
- Select ‘Customers’
- Search for the customer
- In the bottom right select the ‘Preferred contact method’
- Click ‘Save Changes’