To create a new Service Reminder in Tradify from a Job:
- Open the job you wish to create the reminder for
- Select New Service Reminder from the Options menu
- Select the date of the service (Defaults to 1 year from today)
- Enter a description of the service
- Check the Customer and/or the Site contact you wish to receive an automated email reminder
If you do not wish to send out an automated reminder, uncheck both the Customer and Site contacts - Change the Email Template if you wish to use a different template than the one selected
- Select Save
Comments
Hello, this is great and something we would be interested in using. May I ask if this is a service reminder for a customer to receive or something for us in house to have. Thanks.
I think is a great idea to create a service reminder, especially when we are creating invoices or have the option to make the service reminder once the invoice is created.
Hi Enrique - Thanks for the feedback, I'll let the product team know this idea!
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