Reminders Management Guide
Set up and manage service reminders for vehicles, choose delivery methods, and define thresholds based on time, odometer readings, or engine hours. Ensure comprehensive alerts and optimize settings for timely notifications.
Step-by-step guide to setting up and managing reminders within Fleet Stack.
1️⃣
Access the Reminders Section
Log into the software and navigate to the utility page. Click on the 'Reminders' button to access the reminders setup page.
2️⃣
Add a New Reminder
Click on 'Add New Reminder' and fill in details such as service name, applicable vehicles, and last service date.
3️⃣
Choose Alert Medium
Select how reminders will be delivered: via web, mobile, email, or SMS.
4️⃣
Define Reminder Thresholds
Set thresholds based on time (number of days), odometer readings (kilometers), or engine hours before alerts are triggered.
5️⃣
Create and Save the Reminder
Click on 'Create Reminder' to finalize and save the reminder setup.
6️⃣
View and Update Reminders
Use the 'View' button to review reminders and update service details if needed.
Helpful tips for effectively managing reminders in Fleet Stack.
💡
Set Comprehensive Alerts
Use multiple alert mediums and thresholds to ensure critical reminders are not missed.
📅
Review Reminder Logs
Periodically review logs to ensure reminders are working as intended and are up to date.
⚙️
Optimize Alert Settings
Adjust thresholds and alert methods based on vehicle usage patterns for better accuracy.