Service reminders are a powerful tool for keeping your customers informed about recurring services, helping to ensure assets are maintained and operational. By notifying customers of upcoming services, you can reduce administrative tasks and retain ongoing work, creating a streamlined process for recurring service jobs.
Service reminders can be sent through multiple communication methods, including email, letter, SMS, or phone call. These reminders are designed to help you stay connected with your customers and ensure that services are completed on time.
Setup
To get started with service reminders, follow these guides for configuration:
📘 Service reminders
Set up the basics of service reminders, ensuring that your customers receive timely notifications based on their preferred communication methods.📘 Service reminder portal settings
Configure the portal to allow customers to manage their service appointments and even take pre-payments for services. This helps reduce admin time by allowing customers to handle their bookings.
Usage and Maintenance
Once set up, managing and maintaining service reminders becomes a vital part of your process. Here are essential guides to help you:
📘 Adding Service reminders to customers
Learn how to assign service reminders to specific customers to ensure timely notifications.📘 Scheduling service jobs
Set up service jobs linked to reminders, making it easy to manage both the job and the customer’s service reminder.📘 Managing active Service reminders
Understand how to edit, delete, and troubleshoot reminders, ensuring everything runs smoothly.
Reporting
Monitoring service reminders is key to analyzing your ongoing operations. The following report will help you keep track of completed reminders:
📘 Service reminder report
Review historical data of service reminders, tracking when jobs were completed and ensuring no services are missed.