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

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   15 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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   1st Choice Roofing commented  ·  13 August, 2026  ·  Edit…  ·  delete…

   This is a useful feature for keeping service reminders organized and making sure important dates aren’t missed. A Roofing Company in Massachusetts can also benefit from timely notifications for scheduling inspections, maintenance, and customer follow-ups.
   https://www.1stchoice-roofing.com/

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