See every customer's upcoming service, and remind them in a click

For shops: bring customers back before their next service, without opening quotes one by one.

  1. Open Customers Press Customers in the sidebar. A red number on it counts customers with a service due who haven't had a reminder in the last 14 days.
  2. See what's coming up The Upcoming tab shows a calendar of service days, with overdue services on today in red. Beside it, customers are grouped into Overdue, Due this week, Next 30 days and Later. Click a day to see just that day.
  3. Filter to who needs a nudge Use Needs a reminder, Overdue or Everything. Needs a reminder is the same list the red badge counts.
  4. Remind one customer Press Remind on a row, tick the services, add a note if you like, and Send reminder. The email includes your phone and address so they can book.
  5. Or remind several at once Tick the customers you want and press Send reminders. Each customer gets an email about their own bike, and you see which ones went out.
  6. Fill in bikes without a schedule Open No schedule yet and press Build schedule on a bike. Enter its current reading and average monthly use. Bikes already researched come back instantly, at no cost.
  7. Find any customer The All customers tab lists every bike you've quoted or a rider shared, with its next service. Search by bike, name, email or phone, then Open last quote or New quote.

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