How to Turn Off Reminders for A Single Customer

How to Turn Off Reminders for A Single Customer

The software allows have reminders on, or off. But what if you wanted to turn off a reminder for a single customer?


Customers with Gas Appliances

  • Find and select the customer's Job Address.
  • Locate "Gas Service Due Date" within the job address details.
  • Remove this date (it is recommended that you add this date into the "Notes" section)

Without a service due date, the software will now no longer send out a reminder to the customer.


Customers with Oil Appliances

  • Find and select the customer's Job Address.
  • Locate and click the "Oil Appliances" button underneath the job address details.
  • Click on the appliance itself
  • Remove the date from the oil appliance/s (it is recommended that you add this date into the "Notes" section)

Without a service due date, the software will now no longer send out a reminder to the customer.


Service and Safety Check Reminders

MOT-Style Gas Service Reminders

How to Run Reminder Reports

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