Webinar: How to Use Service Reminders


< Client Webinars

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

If you’d like to know more about our latest features check our product blog


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