In every plan
Keep the records your trade really keeps
Some trades look after things that come round again: a boiler, a vehicle, an installation. Record them against the customer, see what is due, and remind the customer.
Boilers, installations and what is due
For plumbing and heating, record the boiler, cylinder or heat pump at a property with its make, model and when it was last serviced. Electricians record installations and the inspection each needs, such as an electrical safety report. A “services due” list shows what is overdue or coming up, soonest first.
On the Growth plan and above, Sales Base can email the customer a set number of days before each date, once per date, in your own words, through your own mail server. Or send one with a click.
- Make, model, serial number and where it is
- Next service worked out from the last one
- Choose the appliance on a call-out, and record it as serviced when the work is done
- Reminder emails in your own words
Vehicles, with MOT and service dates
For garages, each customer’s vehicles are recorded with the registration, make and model, when the MOT is due and when the vehicle was last serviced. A single list shows MOTs and services that are overdue or coming up, and the customer can be reminded of either, separately.
- Registration, make and model
- MOT date and service interval
- A repair can say which vehicle it is for
- Reminders for the MOT and the service
Inspection notes, kept honestly
A gas engineer can note a gas safety check on a call-out, and an electrician an inspection: the date, the outcome, who did it and their registration number, what was found and what was done. These are your own record of the work. They are not a landlord’s gas safety certificate or an electrical installation condition report, and the screen says so: those are issued separately where the law needs them.
A client card for stylists
For salons and barbers, each client has a card with their last patch test, allergies and sensitivities, and their colour formula and treatment notes. It shows on the appointment, so the stylist sees it before starting, and a patch test that is getting old is flagged.
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