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How to Set Up an Oil Service Reminder
How to Set Up an Oil Service Reminder

(Without Issuing a Record)

Aron Washer avatar
Written by Aron Washer
Updated this week

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
    โ€‹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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