Automated Asset Service Email Reminders

Notify Your Clients of Upcoming Asset Services Using Customisable Automated Email Reminder Templates

Updated over a week ago

Our client Asset Service Email Reminders can be customised to ensure you get the message you want across. They can be set for a specific frequency and contact, ensuring your client gets notified of any upcoming services due for their assets.

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Customise Asset Service Email Reminders Messaging

To customise the asset service reminder email message that is sent to your customer:

  • Navigate to Settings.

  • Select Email from the options available.

  • Scroll Down To Asset Reminders.

You have the ability to update the Subject heading and message body by simply typing your updated text into the respective fields.

You can also use additional variables i.e. Company Name, Asset Name, etc by selecting the "A list of all variable tags applicable can be viewed here." option which will expand a list of variable options. Simply copy and paste the variable name into the email message.

Setup Frequency / Schedule For Automated Asset Service Email Reminders

The frequency or schedule for the automated Asset Service Email Reminders is set up when you are creating a PPM Schedule for the chosen Client Assets.

Klipboard only sends one email to one contact (the contact set against the asset) for the service reminder. It will only send the email reminder in advance of the next service date due according to however far in advance you set the reminder when creating a PPM Schedule (to view how to create a PPM Schedule for an Asset click here).

For example, if Asset 1234 is due to be serviced on 10th November 2019 and you have the reminder set to go out 4 weeks prior it will send out one reminder on 10th October 2019

Assets That Have Recently Been Created & Have A Service Date In The Past or Due Soon

For your clients that have service dates coming up very soon and you have only set up their PPM Schedule today for the asset, there are some variables to be aware of:

Example - If you have recently imported or created an asset and set the reminder to go out 4 weeks in advance, then they will only get the reminder if there are 4 + weeks before their service.

If you have recently imported or created an asset and set the reminder to go out 4 weeks in advance but the next service date is in two weeks then they will not get a reminder.

The same applies to any assets you have recently imported or created that are due for the next service and the date is in the past. As you have only imported/created the asset on the platform recently and set up the asset schedule for it today the system will not pick up that a service reminder needs to be sent.

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