View service reminders

Service reminders are reminders for recurring services. They can be sent via email, letter, or phone call. 

Watch a quick video showing you how to view service reminders

Or read how to view service reminders

  1. Click Customers on the navigation bar 

  2. On the right hand side there is a section called service reminders. Here you can see the number of service reminders due in the next 30 days, and the number of phone calls that need making. Click View all service reminders on the top right of this section

  3. You will then see a page with a list of all service reminders:

  • You can edit the columns to view more/less information within the list

  • You can filter the list by service type by using the drop down box or More filters

  • You can view service reminders by date using the calendar button

  • You can process reminders by clicking the box next to the reminder (or to select all click the tick) and click Process reminders in the top right corner

  • You can download this list to excel, or print directly from Commusoft 

  • If you would like to edit a service reminder you can now search for the customer using the search bar and edit it within their account. Click here to learn how to do this

Can't find what you're looking for? Contact support