Keep track of the next oil-change follow-up
Use the reminder queue to see which customer vehicles need a follow-up. Review each item before sending a WhatsApp message.
Oil-change & Service Reminders walkthrough
Requires the vehicle module. WhatsApp API sending needs provider setup and approved templates; provider charges may apply. Manual sharing is a separate option.
How to use it
- Save the customer vehicle and set up its reminder rule.
- Open Vehicle Reminders and choose Evaluate now.
- Review the matching items in the Pending list.
- Check the details, then use the available WhatsApp send or share option. Snooze or skip when needed.
Create the follow-up list
Set up a reminder rule, then choose Evaluate now to create matching due items. A rule can use a sale date or a supported fixed date.
Review each reminder
Check the customer, phone number, vehicle and due date. Use the available snooze, skip or status actions to keep the list current.
Send or share through WhatsApp
API sending needs a configured provider and an approved template. Manual sharing opens a prepared message for you to send. A sent status alone does not confirm delivery.
Dates, not live mileage
Rules use dates or days after a sale, not live mileage. Staff can record meter readings, but these do not automatically trigger a reminder.