If you've set up your Filter Clean Work Orders as recurring, here's a quick tip on how to send your customers a reminder a few days before your techs go out.
Step 1: Upcoming Work Orders
Navigate to Work Orders > Upcoming to select all the Filter Cleans that are due. Once you’ve selected them, you’ll Create and Schedule them.
Step 2: Scheduled Work Orders
💡Get these all scheduled to the same tech on the same day to make sending the reminder to your customers much easier!
Step 3: Broadcast Email
Create a new Broadcast Email and select Customers Scheduled to be Serviced as your email recipients. You'll select the date and tech to which these are all assigned. On the right-hand side, you'll see the group of customers who will receive this reminder.
Step 4: Create A Message ✍️
Type a short message to let your customers know that you’ll be out in the next few days/weeks to perform their filter clean service, along with any other important information they need to know.
💡To make this reminder more personal, click on the #️⃣ to choose if you want to include the individual customer's Last Name, Full Name, or First Name/Company Name.
Step 5: What will my customer receive 🤔
Your customers will receive a personalized email reminder, ensuring they know the details of the upcoming service.
Following these steps, you can efficiently remind your customers about their upcoming filter clean to ensure a smooth and professional experience.
Happy cleaning!