Recurring Service Reminders

[Martinlogan9]

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! 

[MirandaMel · Accepted solution]

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.

[Martinlogan9]

Thanks, MirandaMel !