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How to set reminders for your services
How to set reminders for your services

Get a notification 2 weeks before the service is due in a year time

Updated over 2 years ago

You can now set reminders for your annual services in the app.

  1. Create a Service certificate (click here if you don't know how to do that)

  2. Once created, click on the 'Set check reminder' button on the card as shown on the screenshot below.

  3. We will notify you and your customer (the contact must have an email address) two weeks before the due date the following year.

  4. You can see how long is left for the next check once you have set the reminder.

  5. You can also create certificates with the last year's date to remind you of this years'.

The customer will receive an email similar to this below πŸ‘‡

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