A simple maintenance reminder schedule
Reminders turn one-time jobs into steady yearly work.
- Pick the services that repeat. Tune-ups, filter changes, flushes, inspections or tests.
- Record the service date on every job. The next due date comes from it.
- Choose a reminder interval. Six or twelve months suits many services.
- Send a short, useful reminder. Say what is due and how to book.
- Track who books. Follow up once with those who do not reply.
Common questions
How early should I remind customers?
Two to four weeks ahead gives them time to book.
Do I need consent to send reminders?
Follow the rules that apply to your messages and verify with your attorney.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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