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To make scheduling even easier, you can set up reminders to automate the checklists for your properties and pre-fill job requests so you don’t need to fill them out for each job.
Reminders can be triggered by a guest checking in or checking out, or they can repeat on a schedule of your own with no booking involved.
Create a Job Reminder
To create a reminder for a job, go to the Reminders tab and click + Add Reminder
Give your reminder a name and choose what triggers it from the When list: Every check in, Every check out, or Recurring.
Then select the type of action you’d like to remind yourself to do. Your actions include all of the checklists for this property. Once you select a checklist, the option to pre-fill a job request will appear.
Select pre-fill job request and fill out the job request form as usual. You will not be asked to fill out a date for the job request, since you won’t know in advance what date you need the job for. You will be asked for the time of day you’d like the job to be performed, which service provider you’d like to send it to, and all the other job information for a normal job request.
When your reminder is triggered, it will appear in your To-Do list. All you need to do is select the date for that task and send it. Scheduling couldn’t be easier!
Recurring Reminders
Choose Recurring from the When list when the task has nothing to do with a guest arriving or leaving. Changing remote batteries, servicing an air conditioner and deep cleaning a rug all run on their own rhythm.
The row opens into a New Recurring Reminder panel asking for:
Name, for example Change Remote Batteries
Repeat every, for example every 1 week or every 4 weeks
On days, the days of the week it falls on. Select at least one or it will not save
Remind me (days before due date), which defaults to 14 days before
Checklists, the checklist the job should carry
Click Save and the reminder appears on the property’s Reminders tab labelled RECURRING.