Manage Service Reminders

Who can use this?

Platform: Web            Plan: Plus            Staff Permission: Scheduling and Dispatch

  1. Select Jobs from the left hand navigation menu
  2. Select the Service Reminders tab to see a list of service reminders. 

Manage the following actions from the Service Reminders list view:

  • Filter the list using the Search, Status or Due Date options
  • Select the Service Reminder number to see more details and update if needed
  • Use the right hand menu to update the status of the Service reminder
  • Set up automated email reminders: For more information see this help article: Set up Automated Service Reminder Emails

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