How to Set Up Service and MOT Reminders in Workauto

Getting a customer back in for their next service or MOT shouldn't rely on someone remembering to chase them. If that job falls to whoever has a spare five minutes, it's the first thing to slip when the workshop's busy.

In Workauto, service and MOT reminders run in the background. Set them once against a vehicle, and the reminder goes out automatically when it's due,no one has to remember to send it.

Why Reminders Matter

A missed reminder isn't just a missed booking, it's a customer who ends up somewhere else because nobody told them their MOT was due. Automating that step fixes two problems at once:

• Nobody has to remember to chase it. The reminder goes out on schedule, whether or not anyone's thought about that customer that week.

• Bookings come back on their own. Customers rebook because they were reminded.

• It works even when the workshop's busy. Reminders don't compete for attention the way phone calls and follow-ups do.

Walking Through Setting Up a Reminder

Here's what setting a service or MOT reminder looks like in Workauto:

1. Open the vehicle record. Find the vehicle you want to set a reminder against, either from a completed job or directly from the customer's record.

2. Choose service or MOT. Set the reminder against whichever's due next,you can run both on the same vehicle if needed.

3. Set how the customer's contacted. Choose email or SMS, depending on how that customer prefers to be reached.

4. Let it run. The reminder is sent automatically when it's due, without anyone needing to check a calendar or remember to follow up.

That's the whole setup. Once it's in place against a vehicle, it takes care of itself.

What the Customer Sees

The customer gets a straightforward email or text letting them know their service or MOT is coming up, prompting them to get in touch and book it in. It's a nudge at the right moment, not a hard sell.

Built to Fit Around Bookings You'd Otherwise Lose

You don't need to change how you run the workshop to use this. Reminders sit quietly against each vehicle's record, doing the one job of getting that customer back in touch before they forget.

FAQs

Can I choose between email and SMS reminders? Yes. You can set either per vehicle, depending on how that customer prefers to be contacted.

Do I need to set a reminder manually for every vehicle? Reminders are set against the vehicle record, so you would need to reset annually.

Can I run service and MOT reminders on the same vehicle? Yes, both can be set up independently against the same vehicle if it needs reminding for each.

What happens if the customer doesn't respond to the reminder? The reminder itself doesn't chase further, it's a prompt to get in touch.

Ready to stop chasing bookings yourself? Set up your first reminder and let Workauto do the reminding.