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How use service reminders to maximise your repeat customer value
How use service reminders to maximise your repeat customer value

This describes how to automatically create future projects for work you want to win with customers in the future.

Matt Franklin avatar
Written by Matt Franklin
Updated over a week ago

When you complete a service form in Payaca, or any form that has a "next inspection due date" you will see the option to Add a new project and calendar event for this future inspection.

Ticking this box will:

  1. Create a new project for the future that will become visible in your project pipeline 30 days before the next inspection is due.

    1. This project will be tagged Repeat so you can configure automations around it.

    2. This new project will have a link attached to the previous project.

  2. Create a placeholder event in your calendar on the next inspection due date

    1. The event will be linked to the new project.

    2. This will be tagged Repeat and will have another tag related to the source e.g. Boiler Service Record.

This will all happen automatically but the next step is important and gives you complete control around how you configure your service reminders. Here's a simple starting point:

Important - you need to setup this automation

You can configure multiple actions including emails and SMS messages as well as the automatic progress of the project through the pipeline depending on what action the customer takes.


It is important it enters your project pipeline as a new opportunity, this is repeat work but isn't guaranteed.

Repeat work is much easier to win but you need an automated process in place to make sure every new project you win has the potential to deliver you recurring revenue.

A new project entering the pipeline also means it can follow your pipeline process with any automations you have created. You don't need to worry about things falling through the cracks and tracking if they've booked or not as this should be part of your existing pipeline.

If you have any issues at all please do drop us a message in the live chat, we're here to help!

Good luck and keep winning that repeat work!

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