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Reminders configuration

Automatic reminders

You can create and activate automatic reminders for vehicles.

Preventative and maintenance reminders list

Follow the steps below to create automatic reminders.

  1. From the GEM-CAR main menu, go to Vehicle Management > Basic preventive maintenance.
  2. From the Basic Preventive Maintenance window, click on the + button to add a new automatic reminder.
  3. Enter a job code in the field corresponding to the Job column or click on the magnifying glass button to retrieve one.
  4. Enter the mileage and the period using the fields corresponding to the Km, Month and Hours columns.
  5. Check the Active box to make the reminder automatic.
  6. Click on the diskette button to save.
  7. Repeat steps 2 to 6 until the list is complete.

Preventative and maintenance reminders for vehicles

Follow the steps below to activate automatic reminders for a vehicle. The list of reminders will be enabled for a selected vehicle for this customer only.

  1. In the Point of sale, load a customer and vehicle.
  2. Click on the Vehicle File button to open the Vehicle Maintenance window.
  3. Select the OEM’s Preventative Maintenance tab.
  4. To add the list of preventative maintenance that you created in the previous section for this vehicle, click on the Add Basic Maintenance button.
  5. To add other maintenance tasks, click on the + button.
  6. Enter the job code in the Activate field or retrieve it using the adjacent magnifying glass button.
  7. Enter the mileage and period using the Miles, Months and Hours fields.
  8. Check the Active box to activate the reminder.
  9. Click on the diskette button to save.
  10. Repeat steps 5 to 9 until the list is complete.

Preventative and maintenance reminders for vehicle models

Follow the steps below to activate automatic reminders for a vehicle model. The list of reminders will be enabled for a selected vehicle model for all customers.

  1. From the GEM-CAR main menu, go to Vehicle management > Preventative maintenance by model.
  2. From the Make and Model Preventative Maintenance window, select a make, model and year using the drop-down menus in the top right corner.
  3. Click on the + button to add a new automatic reminder.
  4. Enter a job code in the field corresponding to the Job column or click on the magnifying glass button to retrieve one.
  5. Enter the mileage and the period using the fields corresponding to the Km, Month and Hours columns.
  6. Check the Active box to activate the reminder.
  7. Click on the diskette button to save.
  8. Repeat steps 3 to 7 until the list is complete.

Logos

By default, the logo on reminder letters is the same as the default logo configured in GEM-CAR settings. However, if you are using a different logo on your invoices, you can also it on reminder letters. To do so, follow the user manual on how to add logos on invoices and check the Show this logo on reminders box in the Report Model Management window.

If you want your invoices not to have logos and your reminder letters to have logos, you can create a new invoice model that you will not assign to any step and on which you will check the Show this logo on reminders box. This will create a new invoice model that will be used for reminders exclusively.