Automatic text/email Service Reminders
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Sales
Having moved to Citrus Lime from another provider, the one thing they had which Citrus doesn’t is an automatic text message reminder system, we though was brilliant and brought us quite a lot of repeat service work.
When selling a new bike, we would like to setup an automatic text message or email schedule reminder. (We offer 2 free services at 1 month and 7 months), so would setup an automatic message at 1 month from sales date, then another every 6 months from then onwards. The customer is reminded automatically every 6 months their bike is ready for a service. (Dates are adjustable of course) We found this system an excellent source of repeat business and additional P&A sales when customers visit to drop off or collect service work.
We’d really like this type of thing added to Cirtus Lime, probably in customer records and could tie in nicely with the new ‘Service Item’ feature, it would be nice to be able to tie in an automatic service reminder to each of the customers bikes.
I’d be happy to explain how this worked in greater depth if anyone from the development team wants more details.
Suzy Weightman
complete
Suzy Weightman
in progress
Suzy Weightman
Hi everyone,
I wanted to give you an update on the progress that we've made with this request.
In the next Cloud POS release, you'll be able to schedule service reminders for Serviced Items when completing a workshop job (with a service item assigned), or from the customer page in the backoffice.
You'll also be able to see any scheduled service reminders for your customers (with the option to cancel if required).
I've attached a couple of screenshots so you can see how this will work :)
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George Warehouse
Suzy Weightman: Hi Suzy, thanks for the update. Are we going to be able to adjust the message which is sent out the customers or will this be fixed? Can we also automate this in the configuration settings at all? I.E Send an SMS for every customers who had a 'Silver Service' completed 6 months ago? Thanks
Suzy Weightman
George Warehouse: Hi George,
Yes, the message will use a communication template so this can be edited by you - it has some replacement tags in place for the Service Item name and other fields.
At the moment there isn't any configuration for these to be sent, just an option to schedule one to be sent when completing a workshop job.
We'd like to expand on this feature further in the future, for example sending a reminder to a customer when they already have a service booked, or automating the send of a 6-week service reminder to all customers who have purchased a Bike.
Thanks,
Suzy
Neil McQuillan
This is definitely something we will address, but its not on our roadmap for the next six months. We're focused on online bookings for workshop jobs as our next major workshop piece. I just wanted to provide a quick update.
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Charlie
Hi, has there been any movement on this one? Would be great to offer this service
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samanthaw@citruslime.com
Good Afternoon,
We really like this idea, thank you for the suggestion and the votes,
This is definitely something that we'd like to do...but we are not sure on a timescale for it at the moment.
Will will move this to Under review for now, but please keep voting if this is a feature you would like to see in the future,
Many thanks
Sam
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Phil Topliss
samanthaw@citruslime.com: Hi Is this still being considered, It would make a really big difference to missed booking and improving customer service
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George Warehouse
I agree with this idea. We'd also like this feature to read workshop booking dates from the customer card/workshop job and send a text reminding customers [a set time] before their bike is due in for service. This would hopefully eliminate people forgetting they have a service booked. Let me know if you would like a separate dev request for this.
Suzy Weightman
George Warehouse: Hi George,
I've created this as a separate request for you - https://citruslime.canny.io/admin/feedback/workshop-module/p/send-workshop-bookingjob-reminder-notifications?boards=workshop-module&sort=top