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Customer Experience

Reminders and scheduled messages

Use reminders so your team never forgets what is due, and scheduled messages to contact customers automatically on a date or on repeat.

Audience:Service AdvisorWorkshop Manager

WRMS Pro has two tools that work together:

RemindersScheduled messages
Who is toldYour team — Owners and AdminsThe customer
HowIn the app, and optionally by emailEmail, SMS, WhatsApp, Telegram, or an in-app note
WhenWhen the reminder falls dueAt the date and time you choose, once or on repeat
Use it for"Call Sam about the timing belt in March""Hi Sam, your Corolla is due for its service"

Reminders can also email the customer automatically, with a link to book a time, when a reminder on their vehicle comes due. Turn that on in Settings → Inspection reminders. See Online booking.

Reminders

A reminder is a note with a due date, a due odometer reading, or both. It can relate to a vehicle, a customer, or just the workshop.

Create a reminder

Open Reminders and add a reminder — or add it from the vehicle page, or right-click a day on the calendar and choose New reminder.
Give it a title and description.
Set the due date and/or due mileage.
Choose what it Relates to: a Vehicle, a Customer, or neither (a general workshop reminder).
Choose how to be told: in the app, by email, or both.

What happens when it is due

  • A notification appears in the bell, if in-app was chosen.
  • An email goes to the workshop's Owners and Admins, if email was chosen.
  • The reminder shows as Overdue on the calendar and in Upcoming Reminders on the dashboard until you mark it complete.

Each reminder notifies once. Changing its due date lets it notify again.

Scheduled messages

A scheduled message goes to a customer at a date and time you set, and can repeat.

Schedule a message

Open Messages → Scheduled and select Schedule message — or right-click a day on the calendar and choose Schedule message, or use Schedule instead when writing a new message.
Choose Send by: Email, SMS, WhatsApp, Telegram, or In-app note (a note for your team).
Pick the Customer. Their details on file are used; to send somewhere else, choose Send to another address instead.
For email, write a Subject. Write the Message.
Choose the Date and Time.
Choose Repeat: Once, Daily, Weekly, Every 2 weeks, Monthly or Yearly. For repeating messages, set Repeat until, or leave it empty to keep repeating.
Select Schedule.

Scheduled messages appear on the calendar and in Messages → Scheduled, where you can edit or cancel them before they go.

WhatsApp messages sent more than 24 hours after the customer's last message need an approved template. WRMS Pro warns you when scheduling if it would fail. See WhatsApp.

Permissions

Reminders appear to people who can view vehicles (Vehicles → View). Scheduled messages are part of Messages.

Still need help?

Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.

Telegram

Message customers through your own Telegram bot, send them status reports, and receive their replies in WRMS Pro.

Administration

Settings, people, access, security, data and your WRMS Pro subscription.

On this page

RemindersCreate a reminderWhat happens when it is dueScheduled messagesSchedule a messagePermissions