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Reminder Schedule

< 1 min read

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  1. Click Settings at the bottom of the sidebar, under Administration. In the panel on the left, open Comms and click Reminder Schedule.
  2. On the Vehicles tab, set the MOT Reminders and Service Reminders. Turn Email Reminders and SMS Reminders on or off, choose when the First reminder is sent (for example 2 weeks before) and tick Send second reminder to send another one closer to the due date.
    Reminder Schedule Vehicles Tab With Mot And Service Reminder Timing
  3. On the Invoice tab, set the Hour of day to perform automatic operations, the Overdue Notices (Auto send reminder after (days) and Auto re-send reminder after (days)), Due Reminders and how renewed Recurring Invoices are created.
    Reminder Schedule Invoice Tab With Overdue Notices And Due Reminders
  4. The other tabs work the same way: Quotes, Job Cards, Expenses, Tasks, Support Tickets (for example Auto close ticket after (Hours)), Appointments and Inventory (expiry notifications).
  5. Click Save Settings at the bottom right.

Tip: reminders are created on each vehicle, see Create MOT/Service or Custom Reminder.

Feature Email and SMS notifications: see what it does and how it fits your workshop.

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