Default automated reminder settings
Automated service and gas safety reminders are turned on by default in Gas Engineer Software, unlike quote or invoice reminders. This means:
You do not need to change anything for reminders to be sent.
Reminders will be scheduled for all customers with a job address that contains an appliance with a gas service due date in the system, unless they are turned off (globally or for that specific customer).
They are scheduled to send 14 days before the service due date.
A copy of the reminder is also sent to the admin email address.
Customising your automated reminder settings
Options for your automated reminders can be found in your "Service Reminders and Email Templates" settings.
Click here to quickly edit your Gas Certificate and Service Reminders or your Oil Certificate and Service Reminders.
On this page, you can edit everything about your reminders, including:
Whether they are sent out automatically (this is a global setting)
Whether a copy is sent to the admin email
How long before the service due date the email is sent.
The subject line of the email, as well as its content
Tips:
Use the drag and drop tags to fill out dynamic words, such as your customer's name or the specific due date.
You can add attachments to be sent with the email
Adding/changing a service due date
You may need to add or change a service due date if, for example, you are working with a new customer.
The next Service Due Date of a Gas Appliance is shown on the "Job Address" details screen.
To edit the date, simply click into the box and select the new date.
To see the next Service Due Date for Oil Appliances, click on the Oil Appliance Tab.
Note: Issuing a new record automatically updates the service due date, where necessary.
Once finished, click "Save" to keep your changes.