Reminders
Reminders you can read before they go.
Renewal emails go out from day one. Invoice chasing, quote follow-ups, day-before visit reminders and texts are there when you switch them on. Flip the switches below and read tomorrow's messages, word for word.
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Settings · Documents
Reminders
What OnPoint sends your customers for you: reminders before a visit, follow-ups and chasing.
Upcoming visits
Remind customers the day before
The date, the time or arrival window, who's coming and a link to the details. Confirmed visits only.
Starts off
Quotes
Follow up unanswered quotes
With a link to accept, decline or ask a question. Stops when they answer or it's converted.
Starts off
Unpaid invoices
Email the customer
A polite nudge with a link to the invoice, repeated until it's settled.
Starts off
Certificate renewalsHow far ahead: 30 days
Email before it expires
Goes to the customer, copied to you. The Renewals page shows whether each one landed.
Starts on
Text before it expires
To the customer's mobile, the same morning as the email. Not sent once the renewal is booked in.
Starts off
Service plansSet on each plan
Tell the customer when a visit is booked
Sends the usual appointment confirmation when the plan books a visit. Texts wait until 8am.
Starts on
By email
Tomorrow: 2 emails and 0 texts
Outbox
Tomorrow, Tuesday 13 October
What OnPoint would send for Elm Heating
- 09:00
Invoice chasing is off
- 09:15Email to Grace OkaforEHElm HeatingExpiring soon
Your certificate is expiring soon.
Your Landlord/Homeowner Gas Safety Record (#4127) for 27 Larch Avenue is due to expire on 12 November 2026. To stay compliant, a new inspection needs to be booked before then.Pick a timeView certificate - 09:30Email to Sam WhitakerEHElm HeatingBooked
You're booked in.
Your visitAnnual boiler serviceTuesday 10 November · Priya · 4 Mill LaneView appointment - 10:20
Quote follow-ups are off
- 17:00
Day-before reminders are off
UK time in October. From late October to late March the 09:00, 09:15 and 09:30 runs go an hour earlier. Quote follow-ups and day-before reminders keep to your own clock.
01When they go
Mornings for money. Evenings for tomorrow.
Each reminder has its own time, and none of them wait for somebody to open OnPoint. Chasing and renewals go first thing. Quotes go mid-morning. Tomorrow's visits are reminded the evening before.
A day of reminders
Texts can go, 08:00 to 21:00Invoice chasing09:00, email only
Renewal emails and texts09:15
Service plan bookings09:30
Quote follow-upsAbout 10:20
Day-before reminders17:00, or the time you pick
Pick any time from 08:00 to 20:30
Times in British Summer Time. In winter the first three go an hour earlier, at 08:00, 08:15 and 08:30.
Texts come from OnPoint's number, with your name first.
Every business shares one sending number, so each text opens with your business name. Texts only go between 8am and 9pm.
STOP means stop.
A customer who replies STOP isn't texted again. There's no text inbox, so every text carries a link instead of asking for a reply.
Booked means no reminder.
A renewal that's already booked in isn't reminded, whether you ticked it, booked the visit against it, or a service plan renews it.
Answered means finished.
Quote follow-ups stop the moment the customer accepts or declines, and never chase a quote more than 90 days old. Chasing stops when the invoice is paid.
One reminder per visit, even a long one.
Day-before reminders go for confirmed visits only, once for a job that runs over several days, and again if the visit moves to another day.
Your call, customer by customer.
Switch the renewal reminder off on one certificate, stop follow-ups on one quote, or turn off chasing on one invoice.
02Renewals
The work that comes round again.
Every certificate with a next date lands on Renewals. The customer is emailed 30 days before, or however far ahead you set it, with a link to pick a time if you take online bookings for that certificate.
- Already booked in? The reminder doesn't go.
- Switch it off on one certificate, for the customer you'd rather ring
- Custom forms come round once a date is marked “Comes round on Renewals”
- PAT certificates come round on their retest date
Renewals
Due in the next 60 days
- Expires 12 Nov
Landlord/Homeowner Gas Safety Record
Grace Okafor · 27 Larch Avenue
Reminder goes out Tue 13 Oct at 09:15
- Due 20 Nov
EICR
Bell Court Management · Flat 3, Bell Court
Booked in for Tue 17 Nov, so no reminder
- Service due 28 Nov
Fire extinguisher serviceCustom form
The Old Mill · Unit 3
Reminder goes out Thu 29 Oct at 08:15
- Retest due 3 Dec
PAT testing certificateRetest
Harrow Build Ltd · Unit 4, Kirkstall Road
Reminder goes out Tue 3 Nov at 08:15
Tick one booked, or switch its bell off. The line says what happens next.
“The auto-renewal reminders for gas safety records pay for the subscription on their own. No more landlords slipping through. We added properties this year because we could actually handle the compliance.”
Sales · Chasing
Reminders
14 messages over the next 30 days · 9 chases to 3 invoices · 5 quote follow-ups
Tue 13 Oct: 3 messages go
- Chase 1
Invoice #1760 · Tom Reilly
£240.00 · 1 day overdue
Next Tue 13 Oct, then every 7 days until it's paid
- Follow-up 1 of 2
Quote Q-0151 · Mark Doherty
Sent 10 October · not answered
Next Tue 13 Oct, then once more on Sat 17 Oct
- Chase 3
Invoice #1742 · Harrow Build Ltd
£1,860.00 · 16 days overdue
Next Tue 20 Oct, then every 7 days until it's paid
And 6 renewal reminders, listed on Renewals
To the office · Renewals · Elm Heating
2 certificates expiring soon.
We reminded the customers on your behalf. Book them in from Renewals.
- Landlord/Homeowner Gas Safety RecordExpires in 30 days · 27 Larch Avenue12 Nov
- Landlord/Homeowner Gas Safety RecordExpires in 30 days · Flat 2, 19 Hyde Park Road12 Nov
03The look-ahead
See the next 30 days before they happen.
Chasing, under Sales, shows every invoice chase and quote follow-up due in the next month, customer by customer, and counts the renewal emails on the way. It works the dates out the same way the morning run does.
- Pick a morning to see how many go that day
- After each morning run, the office gets an email of what went out
- Invoice chasing is email only, with a link to view and pay online
Where reminders meet the rest.
It's one app on one plan. Reminders read the same certificates, invoices, quotes and diary as everything else.
Made for gas engineers, electricians, fire safety, PAT testers, water hygiene and oil engineers. Moving from another app? See how OnPoint compares.
- Certificates62 UK certificate types, each with the next date that brings it round on Renewals.
- Invoices and paymentsCard and Pay by Bank from the invoice, with chasing you switch on.
- QuotesOptions, deposits and a question thread, with follow-ups when a quote goes quiet.
- Service plansVisits that book themselves weeks before they're due, and tell the customer.
- Online bookingThe link a renewal email uses when the customer picks a time.
- MarketingReview requests from a paid invoice, and where each enquiry came from.
Questions about reminders.
Anything else? Ring +44 7884 697405 or email us.
What are OnPoint's reminders?
They're the emails and texts OnPoint sends your customers for you: renewal reminders before a certificate is due, invoice chasing once an invoice is overdue, follow-ups on quotes nobody has answered, a reminder the day before a visit, and a confirmation when a service plan books a visit. Each one has its own switch.
Which reminders are on when I start?
Renewal emails, 30 days before a certificate is due, and the booking email when a service plan books a visit. Everything else is off until you switch it on: renewal texts, invoice chasing, quote follow-ups and day-before visit reminders.
What time do they go out?
Invoice chasing at 09:00, renewal emails and texts at 09:15 and service plan bookings at 09:30, UK summer time. In winter those three go an hour earlier. Quote follow-ups go at about 10:20, and day-before reminders go at 17:00 the day before, or at the time you pick between 08:00 and 20:30.
Do the texts come from my own number?
No. Every text comes from OnPoint's one sending number and starts with your business name, so the customer knows who it's from. Texts only go between 8am and 9pm.
Can customers reply to a text?
There's no text inbox, so each text carries a link to the details instead of asking for a reply. A customer who replies STOP isn't texted again. Replies to the emails come to you as normal.
Will it remind a customer whose renewal is already booked?
No. Once a renewal is marked booked, or a visit in the diary is linked to it, the reminder doesn't go. A service plan that renews that certificate type links each visit for you.
Can I stop reminders for one customer?
Yes. Switch the renewal reminder off on a single certificate, stop automatic follow-ups on a single quote, or turn off chasing on a single invoice. The rest carry on as set.
Do custom forms and PAT tests come round too?
Yes. A custom form comes round on Renewals once a date on its template is marked “Comes round on Renewals”, and a PAT certificate comes round on its retest date. Both get the usual reminder email.
Does invoice chasing send texts?
No. Invoice chasing is email only: the day after the invoice is due, then every 7 days, or the gap you set, until it's paid. Each email has a link to view and pay online.
Can I see what's going out before it goes?
Yes. Chasing, under Sales, shows the invoice chases and quote follow-ups due over the next 30 days, and Renewals shows the date each renewal reminder goes. After each morning run, the office gets an email of what went out.
What does it cost?
Reminders are part of OnPoint: £19 a month for you and £9 a month for each person you add, with every feature and no contract. You get 14 days free first, with no card needed. Or pay yearly: £228 a year for you and £108 for each extra person.
Add your certificates. The first reminders are already written.
£19 a month for you and £9 for each person you add, with every feature and no contract. 14 days free, no card. Send us your customers and we'll import them for you.