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1. Contacts - Set date to send reminder notification for service dates

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   8 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   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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   Lisa Elliott commented  ·  23 February, 2026  ·  Edit…  ·  delete…

   I have had quite a few clients asking if there is a function to add servicing date reminders (plumbers annual servicing, vehicle annual servicing etc).

   I have a couple of clients who would like to move over to Xero but this is a key part of their business. It would be a great asset to many clients.

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   Lisa Elliott supported this idea  ·  23 February, 2026