Help guide

How to Use the Servicing Reminders Page in Workelect

18 Apr 2026 - 1 min read - Workelect Team
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What the Servicing Reminders page is for

The Servicing Reminders page helps you keep aftercare and periodic servicing visible. It is driven by products used on jobs and the service periods attached to those products.

Key tasks on the Servicing Reminders page

  • Review records by next service due date.
  • Search and export servicing reminders when needed.
  • Mark a servicing reminder as complete.
  • Delete incorrect servicing records if a reminder should not remain active.
Servicing Reminders Due Date Table Video

What this video shows

The Servicing Reminders table sorted by due date.

Recommended workflow for the Servicing Reminders page

  1. Review the earliest due reminders first so overdue servicing is not missed.
  2. Search by customer, job, or product when you need to find a specific reminder quickly.
  3. Complete the reminder when the follow-up service has been carried out.
  4. Delete only the records that are clearly incorrect or duplicated so the history stays clean.

FAQ

They are created from products used on jobs when those products carry service-period information that needs future follow-up.

The page is sorted by next service due date so the most urgent reminders rise to the top.

Yes, exporting is available when the user has the required permission for downloads on the page.

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