This overview will teach you all you need to know about service reminders within Commusoft. It will walk you through each page within the service reminder module. It is important that you go through these links in order and read all of the information carefully.
The following lessons will walk you through the basic use of service reminders. Click on the title to view the articles in a new tab:
Add a service reminder
This article will teach you how to add a service reminder. You can add them to customers, or work addresses.
Edit service reminder
This article will teach you how to edit a service reminder. You can edit the service reminder if you would like to change the date, or if someone has made a mistake.
Process customer service reminders
This article will teach you how to process customer service reminders. This process will allow you to send reminders to the customer to book their service.
Process work address service reminders
This article will teach you how to process work address service reminders. This process allows you to make batch decisions quickly.
Service reminder notifications
This article will teach you how to view notifications related to service reminders. A user will receive a notification to remind them to book the service or contact the customer/work address.
Booking a service job
This article will teach you how to book a service job. It is similar to booking a standard job, but requires a few more steps.
Frequently asked questions
This is a section of articles written specifically for common questions our support centre get asked. You'll be able to find quick fixes for common issues here.