Add a service reminder

You can add a service reminder to a customer/work address. You can set this up to send automatic notifications to you and the customer for when this service is due in system settings

Watch a quick video showing you how to add a service reminder

Or read how to add a service reminder

  1. Search for the customer/work address you would like to add a service reminder to



  2. Click on the customer/work address name to open their account. Navigate using the tabs across the top. Click Reminders



  3. You will see a page with reminders. Click Add new service reminder on the top right of the service reminder section



  4. Fill in the information and click Add service reminder. If you do not see the method of communication you wish to send the service reminder via (in the Send to section), click here

 

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