Reminders give you a handy way of keeping track of tasks to be done both internally and for customers.
Example use cases
Internal reminder to MOT one of the vehicles
Service reminder to let a customer know their annual safety certificate expires in 14 days’ time
Internal reminder to order more stationary
Service reminder to let a customer know their fire alarms need to be changed in one months’ time
There are two types of reminders. Service reminders (related to a customer/site e.g. reminding a customer a service needs to be done) and Internal reminders (internal tasks to be done such as order parts).
Reminders can have two statuses. Active (still to be done) and Completed (already done).
Adding a reminder
To add a reminder head to the "reminders tab" which can be found in the left-hand menu and then click "Add reminder"
Reminder type: choose whether the reminder is "internal" or a "service reminder". If it’s a service reminder you can choose a "customer" and if required a "customer site address".
You can then proceed to giving your reminder a title, description, date to be done and choose whether it’s a one off reminder or if it’s a repeat reminder to be done on a regular basis. An example of a repeat reminder maybe ordering stationary monthly or reminding a customer about a monthly service.
You can setup an email to be sent to someone in office (if it’s an internal reminder) or to the customer (if it’s a service reminder). You can also send to more than one person (by clicking the plus icon next to the email box) .
To do this tick "Email reminder"
Email templates can be created from the messages & communication section. They can also be edited at the point of sending them.
Marking a task complete
Once you have completed your task, you can mark it complete by clicking the "done" button on the right-hand side of the reminder
Other things you can do from the reminder list view
Batch mark reminders "done", batch delete reminders, export reminders in a CSV spreadsheet
Search reminders by keyword
Filter reminders by status (Active, Done)