Configuration

 How To

• Understanding the different letter 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 letter for suggested or proposed job or preventative maintenance work that needs to be done?

Common issues 

• Reminders and account statements blocked by your e-mail provider

Reporting

• How to measure the effectiveness of our client or customer's recall/reminder/follow-up letters

Best practice 

• Booking your next appointment when closing your invoice
• The one pending quotation technique