Properly configuring and utilising service reminders is a great way of ensuring repeat business and providing an excellent customer experience.
In this webinar we covered:
- Setting up service types and booking service jobs
- Multiple ways to add service reminders against customers
- Customise reminder and follow up templates for SMS, Email and Letters and setting up different templates for customers and their associated work addresses
- How to make the most of the Service Reminders List to stay organised and maximise bookings
- Ensure service reminders are correctly configured from adding the reminder to invoicing upon completion
- How to use the often overlooked features available on the Service Reminder Phone Calls page and Work Address Batch Processing page
- Customise drop downs and columns when booking service jobs and processing reminders to optimise your workflow
- How to turn service reminders and the associated features into more jobs
