To set up an Oil Service Reminder without having issued any records, first you'll need to add the customer and job address if you haven't done this already:

  • Create a New Customer, add their details and click "Save".

  • Click "Add Job Address".

  • Fill in the details and click "Save".

  • Click "Add Oil Appliance" to set a service date
    No details for the appliance are needed at this stage

  • Set the "Service Period" to 6 or 12 months.

  • Then click in the "Service Due" box to select a date.

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