Overview
You can set Service Reminders for Inspections and have a reminder event appear on the calendar. You can then turn it into a ticket and schedule the date, time, and tech.
What's New?
Use the new Reminder Report to make sure you have service reminders for accounts with inspection recurring charges. If you are charging the subscriber, you need to make sure you schedule the inspections!
Understanding the Reminder Report
The report allows you to filter on specific customer and reminder criteria. You can choose all recurring charges that indicate inspections (fire inspection / NFPA sprinkler inspection, etc.) and Reminder Status Expired or No Reminders.
Alternative Search Method
Inquiry/Mail Merge also allows for search and selection of accounts that have or are missing reminders (so you can interactively review the account).
How to Use This Feature
Setting Up Reminders
Enter the necessary information on the frequency and reason for the reminder to appear on the calendar.
Scheduling Service
Now you can use the calendar to schedule your techs to perform the service through the month.
Need Help?
Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com
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