Service Reminders are handy notifications you send to customers to remind them about routine services or scheduled vehicle safety inspections (like Warrant of Fitness or COF). They’re not just helpful nudges. They’re a proven way to drive repeat business and increase workshop revenue. By including online booking links and your contact details, Service Reminders make it easy for customers to take action and book with you again.
💡 Tip: Want these reminders sent automatically on a schedule, instead of sending them yourself? See 🤖 Automating Service and WOF Reminders.
Why Use Service Reminders?
Keeps your customers informed and on top of their vehicle maintenance.
Helps you manage your workshop schedule more efficiently.
💡Pro Tip: If you have Online Bookings enabled, you can include a link to your booking page in the reminder message. This makes it super easy for customers to book their service right away!
Steps to Send Reminders:
Open the Reminders List:
Click Job Management in the side menu.
Select Reminders from the expanded Job Management section.
View and Filter Reminders:
The reminders list will display all vehicles with reminder due dates.
Use the onscreen filters to show reminders due within a specific date range.
Tip: Save filters for quick access. A suggested filter is:
Reminders due in the next 30 days.
Status: “Not Actioned”.
Active Job: "Not Active" (hides reminders for vehicles that already have an open job, since the existing job is likely covering the work the reminder relates to).
Marketing Preferences: "Accepts Marketing" (found under More filters → Customers). This leaves out customers who've opted out of marketing.
⚠️ Important: Sending reminders from the Reminders list doesn't check Marketing Opt-Out by itself. If a customer has opted out and your filter doesn't include Accepts Marketing, they'll still be selected and sent a reminder. Automation Rules skip opted-out customers automatically.
💡Tip: You can also 'edit columns' and add the 'marketing' column to see if customers have opted in/out of reminders.
Select Reminders to Send:
Tick the checkbox beside each reminder you wish to send.
Or, click the square checkbox at the top to select all.
Send Reminders:
Click the Email or SMS button at the top of the screen.
Check and confirm the recipient list and click Next.
If the customer has additional contacts set up with Vehicle Reminders turned on, they may appear here automatically. You can remove anyone or add recipients manually before proceeding. Read more in the Additional Contacts in Auxo Workshop article.
Choose the vehicle reminder template you wish to send
Click Send
🛑 Stopping Reminders for a Customer
If a customer should no longer get reminders but you need to keep their record (for example, an unpaid account):
Open the customer and turn on Marketing Opt-Out. See How to Edit Customer Details.
Automation Rules skip this customer from their next run. The rule's History shows them as skipped because they opted out.
Reminders you send yourself from the Reminders list also need your filter to include Marketing Preferences: "Accepts Marketing". Otherwise the customer is still selected.
To remove one reminder completely, delete it from the vehicle (see below).
📝 Note:
Marketing Opt-Out only affects reminders. Invoices, estimates and booking confirmations still send as normal.
Additional contacts don't have their own opt-out. In Automation Rules they're skipped when the vehicle owner has opted out. To stop one additional contact getting reminders, untick Vehicle Reminders in their notification topics.
Archiving a customer or vehicle doesn't remove reminders that already exist. Delete them first, because reminders can't be deleted from an archived vehicle.
Deleting a Reminder
Reminders are managed from the vehicle record rather than the Reminders List.
Open Contacts > Vehicles and select the relevant vehicle.
Scroll to the Vehicle Reminders section.
Click on the reminder you want to delete to expand it.
Click the Delete button.
📝 Note: A deleted reminder can be created again if a WOF certificate is issued for the vehicle, or if a CSV import includes a service or WOF date for it.