Edit Service Item - Service Reminders

Service Reminders are available in the Preferred & Ultimate editions of the Envision Cloud program. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

Service reminders allow you to automatically send a reminder to the client that the service that was originally performed is due to be performed again. Set the number of days after the original sale is completed to send a reminder on this screen. Enabling automated service reminders and customizing the message text is done on the Service Reminders screen.

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Service Reminder Settings

Enter a number of days after the service is sold to send the reminder. You may enter a number in just the first reminder, just the first and second reminders, or in all three reminder fields. You may send email reminders, SMS text message reminders, or a combination of these.

SMS Text Messaging is available as an add-on to Envision Cloud. You can update your account on the Account Management Subscription Page.

Important Note: The program allows up to 300 characters in a text message. Any text messages over 150 characters will send as 2 messages. Using merge fields may change the character count.

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