Contacts - Set date to send reminder notification for service dates
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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DGD QATRE
commented
HEY, I’ve used similar setups to avoid missing renewals or maintenance windows, and setting a specific send date makes a big difference muyt https://dumpsterconroe.com/ is my new gane charegerceh.
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james henry
commented
This reminder feature sounds really useful, especially for anything tied to recurring service dates. I’ve used similar setups to avoid missing renewals or maintenance windows, and setting a specific send date makes a big difference. Funny enough, I rely on reminders like this for non-work stuff too, such as tracking game updates or events. For example, when a new update drops for games I follow, I usually note it so I don’t miss new features or fixes. I recently did that with Super Bear Adventure updates after checking details here https://superbearadvapk.com/. Timely notifications definitely save a lot of hassle.
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Chris Pritchard
commented
Why are you allowing all these spam messages?
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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.