Plan a customer follow-up
Keep the next action, staff member and due date clear.
RepairHQ team2 min read
Review the next action
- Open the customer’s profile and read the relevant repair, invoice or warranty history.
- Record the reason for the follow-up and the intended next action using the available task or note controls.
- Assign responsibility and a due date where the workflow supports them.
- Before sending anything, check the customer’s channel permission and review the message content.
A report is not an outreach campaign
Customer Explorer can identify inactive customers, open balances or pickup work. Viewing or exporting those results does not send or schedule messages.
Service updates and promotional messages need their own recorded permissions. Do not treat a previous repair or a customer’s presence in an import as permission for marketing.