
Automated Reminders
Set & edit the content of automated reminders.
By Nilesh and 1 other2 authors6 articles
- Setting Up Automated Service and Safety Check RemindersFind out how to set up and customise automated service and gas/oil safety check reminders (including MOT-style reminders).
- Setting Up SMS RemindersYou will need to enable the SMS texts before any are sent. Read below to learn how.
- How to Turn Off Automated Reminders For CustomersGas Engineer Software allows you to turn reminders on and off globally, as well as for single customers.
- How to Generate Service Reminder ReportsGas Engineer Software can generate a report for you to see which of your customers have services due in a certain date range.
- Sending a Reminder without An Email AddressIf you have a customer without an email address, you still have a few options for sending them a reminder via the software.
- Sending Quote or Invoice RemindersHow to turn on or off quote & invoice reminders, edit templates, and customise what gets sent.
