Keep your customers informed with automated email reminders before every scheduled maintenance visit. Configure timing, select recipients, and customise professional email templates — all from within PPM.
Reminders are configured per schedule and sent automatically before each upcoming maintenance visit. No manual follow-ups needed.
Turn on visit reminders for any schedule. Choose the contact who should receive them and set how many days before each visit the reminder is sent — 7, 14, or 30 days in advance.
PPM checks daily for upcoming visits and sends professional reminder emails at the configured timing. Each email includes the visit date, site address, schedule description, and your company branding.
Choose from the site's contacts in ServiceM8. The reminder goes directly to the person who needs to know — a facility manager, building owner, or on-site contact.
Professional teal-themed reminder emails that represent your brand. Customise the content with dynamic placeholders.
Reminder emails use a clean, professional teal-themed design that looks great on desktop and mobile. Your company name appears prominently so customers know exactly who the reminder is from.
Use placeholders to automatically insert visit-specific details into every reminder email. Each email is personalised with the correct dates, addresses, and descriptions.
PPM sends reminders automatically, but you always have manual control. Resend a reminder, check delivery status, or send one on demand.
Reminders sent automatically at your configured lead time
Resend a reminder manually from the Reminders tab if needed
See when each reminder was sent and to which contact
Bell icon on schedule details shows reminders are active
View and manage reminders from the dedicated Reminders tab or directly within each schedule's detail page.
The Reminders tab on the Scheduled Visits page gives you a bird's-eye view of all upcoming and sent reminders across every schedule.
Each schedule's detail page shows whether reminders are enabled and lets you configure all reminder settings in context.
Visit reminders are included with every PPM subscription. No extra cost.
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Visit reminders are configured per schedule. When enabled, PPM automatically sends an email to the selected contact a configurable number of days before each scheduled maintenance visit. The system checks daily for upcoming visits and sends reminders at the timing you specify.
Yes. PPM includes a professional teal-themed email template with your company branding. You can customise the subject line and body text using dynamic placeholders like company name, site address, visit date, and schedule description. Templates are managed in Notification Settings.
When enabling reminders on a schedule, you select a contact from the site's contacts in ServiceM8. The reminder email is sent directly to that contact's email address. Each schedule can have its own designated reminder recipient.
Yes. You set the number of days before a visit that the reminder should be sent — for example, 7 days, 14 days, or 30 days before. This is configured per schedule, so different maintenance types can have different lead times.
Start sending automated visit reminders and give your customers a professional, proactive service experience. 30-day free trial, no credit card required.