Using Recurring Jobs and Automated Text Reminders to create Service Reminders
If your work requires annual or longer-term service appointments, you can create service reminders with our Automated Text Reminders.
To do this:
- Create a Recurring Job.
- To create annual jobs, select Monthly for frequency and enter in 12 months (or the relevant frequency) for the Every ___ months section.
Creating a Service Reminder in Tradify's Recurring Jobs.
- When creating the jobs, scroll down and select the checkbox under Appointment Text Reminders.
Note: The customer you attach to this Recurring Job must have a mobile phone number.
Using Automated Text Reminders in Recurring Jobs to create Service Reminders.
- When you have entered the relevant details, select Save.