Customers with Gas Appliances

  • Find and select the customer's Job Address.
  • Locate "Gas Service Due Date" within the job address details.
  • Remove this date (it is recommended that you add this date into the "Notes" section)

Without a service due date, the software will now no longer send out a reminder to the customer.

Customers with Oil Appliances

  • Find and select the customer's Job Address.
  • Locate and click the "Oil Appliances" button underneath the job address details.
  • Click on the appliance itself
  • Remove the date from the oil appliance/s (it is recommended that you add this date into the "Notes" section)

Without a service due date, the software will now no longer send out a reminder to the customer.

NOTE: It is not possible to turn off Invoice reminders for a single customer.

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