Aftercare & Guarantee Reminders
Checks in with every customer a week after the job and reminds them before their guarantee ends - so problems, and the next job, come to you
Works out when each van needs its MOT and warns you before Gas Safe, CSCS, insurance and every other renewal
How you’ll receive this product
Available to download as soon as your payment is confirmed
This is delivered digitally. As soon as your payment is confirmed you will get a private link to your files on your order page. Keep the link to that page — it is where your purchase lives.
You receive
A lapsed MOT, registration or card can stop you working. This keeps every date in one place and warns you in time.
One row per thing that runs out. For an MOT, put the expiry from the last certificate - or for a van under three years old, just its first registration date, and it works out the first MOT from the third anniversary. It reminds you that you can get an MOT up to a month (minus a day) early and keep the same renewal date. A Gas Safe registration renews every 12 months and an upper tier waste carrier registration every 3 years, so for those the date it was issued is enough. Everything else - CSCS cards, insurance, road tax, other qualifications - just needs its expiry date.
You get one email when things reach 60, 30, 14 and 7 days, and on Mondays the month ahead.
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Checks in with every customer a week after the job and reminds them before their guarantee ends - so problems, and the next job, come to you
Emails past customers when their boiler or appliance service is due, so the repeat work books itself
Reminds customers before each deposit or stage payment is due, chases after, and adds statutory interest for business customers