Service reminders are reminders for recurring services. They can be sent via email, letter, or phone call. By processing service reminders you can send the email/SMS, print the letter, or be reminded to make the phone call.
You can also process customer-specific work address service reminders. Click here to see how to do this
- In order to process your service reminders, first click Customers on the navigation bar.
- 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
- You will then see a page with a list of all service reminders. Tick the box next to the service reminder/s you want to process. Then click Process reminders in the top right of this section
- A new screen will appear showing you how many service reminders have been sent/need your attention.