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Configuration
- How to add an option to validate the customer's or client’s address when invoicing, e.g.: Recalls/reminder
- How to send reminder letters with double-window envelopes
- How to add a logo to the left and to the right in a reminder letter, e.g.: CAA
How To
- Understanding the different reminder templates to re-contact customers
- How to create and activate preventative maintenance reminders by model
- How to send reminder letters or follow up by email
- How to manage the Reminder Window? How to not send a Reminder to customers who have already come in?
- How to create Reminders?
- How do I create automatic estimates or reminder letters for a suggested or proposed job or preventative maintenance work that needs to be done?
Common issues
Reporting
Best practice
- Booking your next appointment when closing your invoice
- The one pending quotation technique
