Annual boiler services are easy money that walks out the door when nobody remembers to ring the customer. The Service Reminders skill keeps the list for you: every recurring service with a due date, and a nudge to the customer at the right moment, drafted by Mucka, approved by you.
Gas safety certificates do not need reminders here. If you use the Gas Certs skill, cert renewals are tracked automatically from each certificate's next inspection date.
Turn it on
Install Service Reminders from the Skills marketplace in Settings. You'll get a new Service Reminders page in the sidebar under Operations.
Add a reminder
- Open Service Reminders and tap New reminder.
- Pick the client, name the service ("Annual boiler service"), and set when it's due.
- Choose how far ahead to be reminded (a month is the default) and how often it repeats (yearly is the default).
Or just tell Mucka:
"Remind Mrs Patel about her boiler service next March"
What Mucka does with it
When the reminder's lead window opens, a card appears in your actions with a drafted message to the customer. Read it, tweak it if you like, and tap Send reminder. Nothing goes to the customer until you do, that's the same one-tap approval every Mucka action uses.
When the work's booked in
Open the reminder and tap Mark done (or tell Mucka the service is sorted). A repeating reminder rolls itself forward, done in March means the next one lands the following March, counted from when the work actually happened.
Common gotchas
- No email on the client record means Mucka can't send the reminder for you. It'll still raise the card so you can ring them, then mark the reminder done.
- Reminders nudge the customer about a service being due. To book a repeating job into your own diary, use a recurring job instead.
- Cancelling a reminder stops the chasing for good. Marking it done keeps the cycle going.