Reminders

Reminders help your workshop keep future action visible. They can be linked to customers, vehicles, or both, depending on the follow-up.

Reminder types

Use service reminders for planned maintenance, tax reminders for road tax, insurance reminders for policy dates, NCT reminders for test due dates, follow-up reminders for customer contact, and custom reminders for anything specific to your operation.

Why reminders matter

Missed follow-up is lost revenue and poor customer experience. Reminders give the team a shared list of upcoming and overdue actions.

How to use reminders

Create a reminder with a clear type, due date, and short note. If it belongs to a vehicle, link it to that vehicle. If it is customer-only, link it to the customer. Review due and overdue reminders from the dashboard or reminders page.

Best practices

Keep notes action-focused.
Avoid duplicate reminders for the same due date.
Close, reschedule, or update reminders after contact.
Use custom reminders for workshop-specific processes, not as a replacement for standard types.
Check reminders before customer calls so you can combine follow-up where appropriate.

Common mistakes

Creating reminders without due dates.
Using follow-up for everything instead of choosing the proper type.
Leaving completed reminders open.