Service reminders (Overview)

Purpose: Being able to remind and notify your customers of service reminders helps with the continuation of work. It helps keep assets up to date, maintained, and working.

Service reminders are notifications sent to your customers concerning recurring services. They can be sent via email, letter, SMS or phone call, depending on which communications you have set up for your customers. This feature is an incredible tool to reduce the admin time needed to work and retain work.

Please note:

Settings screen displayed in video guides will appear differently to an active Commusoft account.

Setup
📘️Service reminders.
📘️The 'Service reminder booking portal' tag.

▶️ How to configure & setup.

Usage and maintenance

▶️ How to process manual & automatic reminders.
▶️ How to book service jobs & maintain future service.
▶️ Understanding the utilisation of all service instances in reporting.

Related guides
📘️Communication rules.
📘️Contacts.
📘️Tags & explanation of tagging.
📘️Personalised name tagging.
📘️SMS name.
📘️Is there a character limit for SMS messages?

▶️ Bulk Changing Communication Preferences