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Communicate & retain

Set up and manage maintenance reminders

Attach a future service need to a vehicle so the next visit doesn't get forgotten.

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Create a reminder

Open Reminders and create one for the relevant vehicle.

  1. Choose the service type the vehicle will need.
  2. Set a due date, a due mileage, or both.
  3. Add any notes the team should see when the reminder comes due.

Send a reminder

Reminders can be sent to the customer when it's time to follow up. Check the delivery result the same way you would for an estimate or invoice — a saved reminder does not guarantee a delivered message.

Track reminder status

Reminders move from pending to sent, and can be marked acknowledged once the customer responds or dismissed if no longer needed. Review pending reminders regularly so follow-ups don't pile up.