Product Support
Support Center
Manage Online Support
Product Setup
How To: Articles
Customer Messaging
Creating an Email Blast
Customizing Your Outgoing Email Address
Creating and Editing Messages
Creating Reminder Types
Sending Messages to Customers From the CRM
Sending a Text Message to the Customer from the Work Document
Assigning a Reminder to a Vehicle
Integrating with Intuit Demandforce
Integrating with MechanicNet
Enabling Twilio Text Messaging Service
Register Your Twilio Number (A2P 10DLC registration)
Workflow Setup - User Options
User Options General
Creating Reminder Types
User Options - Messages
Labor Time Adjustment

Creating Reminder Types

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Reminders are used to alert you to customers' service and maintenance needs. 

  1. Click Setup >> User Options >> Reminder Types.
  2. Enter a Reminder Name >> click Update.
    • Example: Oil Change, Air Filter, Timing Belt Service.

  1. A pop-up box will appear >> click OK.
  • Note: All existing Reminder Types will show in the Customer Relationship Manager drop-down list.

Reminder Types can be assigned to customers' vehicles on the Work screen. See Using Reminders.