Following Up on Closed Repair Orders

This feature allows you to send emails and/or letters to every customer you have finalized tickets for.

NOTE: The Closed R.O. Followup options are enabled only if you must have email functionality enabled in Configuration and set up for customers.

Please note that this process does not give you the opportunity to edit the emails before they are sent to customers. Therefore, check and edit the Repair Order Follow-up template as needed before running Closed R.O. Follow-up.

When you click Closed R.O. Followup, the emails are send. When all emails have been sent, the following prompt appears:

Click OK.

NOTE: When an email and/or a letter has been sent for a repair order, that repair order is marked as sent and will not resend if this process is run again.

Followup Emails Via End of Day

You can also configure Marketing to send follow up emails on closed repair orders during end of day processing.

In Marketing Setup, set the Send Repair Order Follow-up During EOD option to Always or Prompt.