Reminders
Automatic reminders
8 articles in this collection
Written by Michael Porteous
Written by Michael Porteous
Service and Safety Check Reminders
By default the software automatically sends out an email to your customers 14 days before is due.
Written by Michael Porteous
Updated over a week ago
Updated over a week ago
How to Set Up Invoice Reminders
A guide to setting up Invoice Reminders via our web portal.
Written by Michael Porteous
Updated over a week ago
Updated over a week ago
How Do I Set up SMS Reminders?
You will need to enable the SMS texts before any are sent. Read below to learn how.
Written by Michael Porteous
Updated over a week ago
Updated over a week ago
How to Turn off Service Reminders for A Single Customer
The software allows you to have reminders on, or off. But what if you wanted to turn off a service reminder for a single customer?
Written by Michael Porteous
Updated over a week ago
Updated over a week ago
MOT-Style Gas Service Reminders
A guide to MOT style Gas Service Reminders.
Written by Michael Porteous
Updated over a week ago
Updated over a week ago
How to Run Reminder Reports
Run a report to see which of your customers have services due in a certain date range.
Written by Michael Porteous
Updated over a week ago
Updated over a week ago
How to Set Up a Gas Service Reminder
(Without Issuing a Record)
Written by Michael Porteous
Updated over a week ago
Updated over a week ago
How to Set Up an Oil Service Reminder
(Without Issuing a Record)
Written by Michael Porteous
Updated over a week ago
Updated over a week ago