To be able to send out service and inspection reminders by date
Could we add a feature to enable us to email out service and inspection reminders up to 28 days before it is due.
This could be done by date only.
It would save us having to add another app and potentially another running system to get this feature.
Peter Clarke
shared this idea
Aaah gotcha, thanks for the confirmation and additional feedback on the idea here. A bit of an extension from our existing functionality for Contacts and there may be some CRM solutions that you could explore in the Xero app store atm.
For now we'll track the interest in this from community here.
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nishimoto sonkirven
commented
Adding a feature to send service and inspection reminders by date, allowing emails to be triggered up to 28 days before the due date, would be a highly efficient solution. This date-based system would eliminate the need for additional apps or running separate systems, streamlining operations and ensuring timely notifications. By integrating such a feature, users could easily stay on top of important maintenance tasks without extra hassle, similar to how professional services, like those offered at Mold Removal Tallahassee FL https://moldremovaltallahassee-fl.com ,proactively notify clients to maintain a safe and healthy environment.
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Darren Williams
commented
Totally agree would be awesome to have a calendar reminder for our clients as we service their small engines annually and an add on for sms or email reminder that could be reported / reviewed and run to send would be excellent... a very manual process outside of xero at present.
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Peter Clarke
commented
Hi Kelly
this would be a completely different thing to Invoice reminders.
We do vehicle inspections and they need to be inspected again in either 3 , 6 or 12 months from the last inspection date.
It would be good if we had the ability to email or SMS an inspection reminder up to a month before its due for inspection.