Next service printed on the invoice
Optional
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Tell the customer when to come back
Next Service Date, Subject and Comment are available as invoice designer fields on the Info or Total tab, drawn from the recurring task record if the next occurrence has not been generated yet.
Reminder prompts at the counter
Optional — Units
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Catch due service while they are standing there
Options make a licence number field available for customer lookup on a new invoice, pop up a unit's existing service reminders whenever that unit is attached to an invoice, and prompt the clerk to book the next service when a work order is completed into a final invoice.
Unit service reminders
Optional — Units
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Get customers back in for service
Service reminders are appointments to service a specific unit at a future date and time, created from the unit record's Service Reminders tab, from the Unit List report, from the service reminder calendar or straight off an invoice, and viewable on their own calendar.
Work orders generated from reminders
Optional — Units
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Turn service reminders into booked work
Service reminders can drive automatic creation of work orders through work order templates.