Service reminders help you keep customers informed about recurring services, ensuring assets are properly maintained and operational. By notifying customers of upcoming services, you can reduce administrative tasks, retain ongoing work, and maintain a smooth process for recurring jobs.
Service reminders can be sent through multiple communication channels, including email, SMS, phone call or letter. This flexibility ensures customers receive notifications through their preferred method, helping you stay connected and complete services on time.
Configure
To get started with service reminders, configure the necessary settings:
📘 Service reminders – Learn how to set up the basics, ensuring customers receive timely notifications based on their preferred communication method.
Self-service portals
The service reminder portal allows private customers to book services online with ease. While these settings are not specific to service reminders, they are essential for enabling payments and ensuring the scheduling engine functions properly.
Click here to see the scheduling engine prerequisites.
Click here to see the scheduling engine prerequisites.
📘 Skills – Define a list of essential skills that users possess to match them with suitable jobs.
📘 Shifts – Configure working shifts to ensure accurate scheduling and availability.
📘 User profile – Assign skills and shifts to users so the scheduling engine can verify their suitability and availability.
📘 Service windows – Adjust how appointment slots are displayed to customers in the self-service portal for easier booking.
📘 Customer job confirmation email – Set up automated email confirmations to notify customers of their booked appointment date and time slot.
📘 Job description templates – Configure service types and relevant job notes to auto-fill job details and set invoicing rules for pre-paid bookings.
📘 Scheduling rules – Define constraints on booking service jobs past their due date to maintain scheduling efficiency.
Click here to see payment prerequisites.
Click here to see payment prerequisites.
📘 Stripe/GoCardless – Set up payment integrations to accept pre-payments for service jobs, ensuring a seamless booking experience.
📘 Payment email template - Customise the email template used for payment confirmations to ensure customers receive clear and professional notifications about their transactions.
📘 Service reminder portal settings – Configure the portal to let customers manage their service appointments and make pre-payments, reducing admin time while giving them greater control over bookings.
Usage and maintenance
Once service reminders are set up, managing them efficiently is key. Use these guides to assign and maintain reminders effectively:
📘 Adding service reminders to customers – Assign service reminders to specific customers so they receive timely notifications.
📘 Scheduling service jobs – Link service reminders to jobs, making it easy to manage both the job and the customer’s recurring service schedule.
📘 Managing active service reminders – Learn how to edit, delete, and troubleshoot reminders to ensure everything runs smoothly.
Reporting
Tracking service reminders helps you monitor ongoing operations and completed jobs. Use this report to stay on top of reminders:
📘 Service reminder report – Review historical data, track completed reminders, and ensure no services are missed.