Reminders Recurring Jobs


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:

  1. Create a Recurring Job.
  2. 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.

  3. 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.

  4. When you have entered the relevant details, select Save.
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