03-07-2024 05:14 AM
Is there a way to be reminded of when a recurring service is due? Or see the upcoming ones.
So when I have a recurring service for a location, I book a job for it.
After the job is complete, is there a place where a “reminder” will show up for the next time the recurring service is due? I have my recurring service set for every 12 months it needs to be completed.
I know there is a section under the follow-up tab for recurring services, but I don't seem to find mine under there.
We are looking into using recurring services, so it is very new to us!
Thanks in advance!
Solved! Go to Solution.
03-07-2024 06:00 AM
When using the follow up tab, make sure to be changing the date range to be able to find the recurring services. We look there on a daily basis and also get reports sent daily for recurring services that are due. When you are booking in jobs, if there is a recurring service event for the location, you will see a blue box telling you that and you can select an event to use.
I also have a custom dashboard set up that has recurring services that are due on it.
03-07-2024 06:00 AM
When using the follow up tab, make sure to be changing the date range to be able to find the recurring services. We look there on a daily basis and also get reports sent daily for recurring services that are due. When you are booking in jobs, if there is a recurring service event for the location, you will see a blue box telling you that and you can select an event to use.
I also have a custom dashboard set up that has recurring services that are due on it.
03-07-2024 06:26 AM
Thanks, MirandaMel !