Vehicle Service Reminders

Who to remind today, in one list, ready to send on WhatsApp or SMS. This is the vehicle workshop part of the Reminder Centre, which works the same in every business.

Where: Reminders (side menu, beside Service Due). In the side menu, after the workshop entries and beside Service Due. Shown to logins allowed to send reminders. If job cards are switched off, the same Reminders page also lists project balances still owed.

Lists you will see

• Service due - Vehicles due for their next service by date or by kilometres. A vehicle already reminded for this service is left off.
• Papers expiring - Insurance, PUC, fitness and RC (registration certificate) papers that run out soon or have run out, one row per paper, with the vehicle number.

Sending marks the vehicle as reminded. See Service Memory & Reminders for how the next service is set.

At the top, rows are split into All to send, Due today, Overdue, Upcoming 7 days and Sent, each with its count. You can also filter by list or date, or search by name or phone.

How sending works

• Send one - every row has its own send button. The message is already written for you and shown on the row, so you see what the customer will read.
• Send many - tick the rows you want (or Select all) and choose WhatsApp, SMS or WhatsApp & SMS. Before anything goes, the app tells you how many messages will be sent and how many people have no phone number saved.
• SMS greyed out - if this phone or computer has no way to send SMS, the SMS choice is switched off, and WhatsApp & SMS warns that those reminders will go on WhatsApp only.
• Only real sends count - a row leaves the list only when the message actually went. If it failed, it stays so you can try again. What went today shows under Sent.
• Open the record - tap a row to open the order, member, loan or bill behind it.

For the full picture, see the main help page: Reminders & the Reminder Centre.