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’