Configuration

• How to add an option to validate the customer's or client’s address when invoicing, e.g.: Recalls/reminder
• How to send reminder letters with double-window envelopes
• How to add a logo to the left and to the right in a reminder letter, e.g.: CAA

 

 How To

• Understanding the different 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 letters for a 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