Set up automatic email reminders in GES for services, quotes, and invoices. You can customize templates, timing, and messages, and use tags to pull in customer data. Quote and invoice reminders aren't on by default, but you can add up to two quote reminders and three invoice reminders each.
By the end of this video, you'll know how to set up automatic reminders in the web portal. Gas Engineer Software includes 3 types of reminders: service reminders, quote reminders, and invoice reminders. Let's start with service reminders. Log into the web portal and click the settings cog in the top right corner. Then click Manage under Service Reminders and Email Templates. Here you'll see all your email templates. Select Annual Gas Service Reminders or Oil Service Reminders. From here, you can choose whether reminders are sent automatically to customers or copied to you instead. And set when they should be sent. You can also customize the email subject, message, and attachments. Use the tags on the right-hand side to automatically insert customer details into the email. If you ever want to disable service reminders for a specific customer, go to the Customers page, open the customer's profile, and switch the reminder toggle off. Quote and invoice reminders work in a similar way. However, unlike service reminders, they are not enabled by default. Quotes can have up to 2 reminder emails, and invoices can have up to 3. Helping you follow up without manually chasing customers. Simply click Edit, set the timing and message for each reminder, then click Save. That's it! Your reminders will now send automatically, helping you stay on top of services, quotes, and payments.
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