The cheapest sale is the repeat service. A customer who had a filter changed in March needs another in September; whoever calls first gets it. ServicePilot lists those customers so someone does.
Service due: what is due, and when
- Each catalogue service can carry a reminder interval, such as 90 days after a pest treatment.
- The Service Due list shows customer, site, equipment and the service due.
- Contracts already scheduling that service do not show up twice.
Tell the customer
Contact the customer from the list. On plans with WhatsApp, a message can be sent from a template. For the messages worth setting up, see RO filter change reminders.
Renewals
Contract renewals have their own report under reports, with the contracts ending soon and their value.
A repeat service
- A service is done, with a reminder interval.
- It appears as due when the interval ends.
- Staff contact the customer and book a job.
Illustrative example: a water purifier business
A business in Coimbatore sets a six-month reminder after each filter service. Each Monday a telecaller opens Service Due, filters this month's customers and books visits.
Who it is for
Telecallers and coordinators at businesses with repeat services.