Unit Reminders allow you to schedule SMS and email reminders sent to the units owner.


These reminders can be for:

  • Service Schedules
  • Safety / MOT / Roadworthy Expiry
  • Registration Expiry
  • Workshop follow up


Viewing Reminders

You can view reminders in a number of places, most areas you can view reminders you can also create & delete them.


Jobs

Choose the Reminders button in the job card form, clicking this will show you the reminders for the unit linked to the job card.


Contacts

Each unit reminder is also linked with a contact, you can see all reminders for a contact under the Reminders tab.


Unit Main Details

Go to the Reminders tab in unit main details where you can view & edit reminders.



Creating a Reminder

EVOPOS will prompt you to create or update reminders when you set a job to completed or approved. You can also create them manually.


To create a reminder manually 

  1. Navigate to one of the sections you can view reminders from (job, contact, unit).
  2. Click the New button
  3. Set the date you want the reminder to be sent
  4. Choose how you want to send the reminder (SMS or email)
  5. Choose the occurrence of the reminder (you might set to yearly for a service reminder)
  6. Click Next to continue
  7. Select the template you want to send
  8. Click Create
  9. Confirm to schedule


Prompt when completed a Job

EVOPOS will prompt you to create or update scheduled reminders when you mark a job as completed or approved.


Reminder Templates

When setting a reminder you will need to choose a template, you are now able to use special codes to put unit information into the template, for example your email subject could be: Your CBR600RR is due for a service.