Book a Service Reminder from a Job

Previous Lesson: Book a Service Reminder for a Customer

Please note: The service reminders are annual and once a job has had the type set against it will not show for that year. The reminder will then trigger again for the year after until a job with that reminder type is set.

A convenient way of adding a Service Reminder to a property is to do so when booking a job. For example, a new customer calls and asks you to service their boiler. You will want to book a job for this, but you will also want to be reminded after a year to prompt your customer to have another service. 

Go to your Customer's page. Click on the green plus icon next to Jobs.

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On the next page, fill in the job details as necessary. Crucially, to simultaneously create a service reminder for the same time next year, select a Type of Job from the drop down menu.

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You are provided with two drop down menus so you can book a service reminder for, say, a boiler service and a gas safety certificate.

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Click Save to book the job and save the service reminder(s)

Next Lesson: Send Service Reminders

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