Work order annual postal reminder

Boiler Man Mick — Sun, 22 Sep 2013 12:29:28 GMT

Hi,

I am a new user and looking for a point in the right directon with this problem. I have tried various methods but now seem to have confused myself.

This is my scenario...

I carry out annual and biennial servicing jobs to oil boilers. The customer is posted out a reminder postcard about two weeks before the date of the next service. They then call me to arange a day and time for that years service.

I would like to have either an email sent to myself or some other way via the calendar maybe to remind me to post the postcards out to the customer. I can not just add the work order as recurring because the jobs are spread over a whole county in Ireland and so I need to group my work to cut down on travel time and expenses. maybe over a ten day time period. I need to have the jobs as work Orders so I can link them to the customers equipment. At the moment I have tried adding the job as a single occurance work order, and then adding a recurring To Do event dated two weeks before in the crm module to remind me to post out the postcards. This seems like a pain.

Is there an easier way of doing this that I am missing?

Any thoughts would really be appreciated

Mike

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Work order annual postal reminder