Smart reminders
The follow-ups that handle themselves.
Overdue invoices chased. Certificates renewed. Reviews requested. Quote follow-ups nudged. All while you sleep — with a clear log of every send.
Today's activity
6 actionsReminder sent · INV-0916
09:14T. Hayes · 12 days overdue · 2nd reminder
Renewal flagged · Gas Safety
09:12M. Doherty · expires in 14 days
Review request sent
09:08INV-0915 · Built with Care · paid yesterday
Reminder sent · INV-0917
08:55K. Singh · 5 days overdue · 1st reminder
Quote follow-up nudge
08:30QT-0214 · M. Doherty · viewed 4 days ago
Daily summary delivered
08:005 actions handled overnight
Anatomy of a rule
Simple rules. Predictable outcomes.
Every reminder follows the same pattern: when something happens, if a condition's met, then take an action. Logged on the record.
Rule
Overdue invoice
When
Invoice unpaid
If
7 days past due
Then
Send reminder email
Rule
Certificate renewal
When
Cert expiring
If
Within 30 days
Then
Notify customer & office
Rule
Review request
When
Invoice marked paid
If
Job completed cleanly
Then
Send review link
Queued · next 4 weeks
21 auto-actions ready
What's queued
See what'll fire, before it fires.
A 4-week look-ahead shows every queued reminder by day. Pause a rule. Override a date. Reschedule with one click — automation you can steer, not just sit back and hope.
- 30-day look-ahead by colour-coded type
- Density dots show busy days at a glance
- Pause rules globally or per-customer
- Override schedule on individual records
Overnight summary
One email, and you're caught up.
Wake up to a clear summary of what OnPoint handled overnight. Counts by type, what got chased, and a flagged list of anything that needs your eye personally.
- Counts by reminder type (overdue, renewals, reviews, quotes)
- Flagged escalations — overdue invoices over £500
- Customer-friendly recap of every send
- One tap to open the full record
Your overnight summary
OnPoint · 08:00
Good morning. While you were away, OnPoint handled 5 things:
Overdue reminders sent
Certificate renewal flagged
Review request sent
Quote follow-up nudged
Needs your eye
3 overdue invoices over £500 — consider a personal call.
While you sleep
Reminders go out
Overnight runs handle the day's automation.
0 spreadsheets
No manual chasing
Renewal lists and overdue tabs handled inside the record.
1 inbox
Daily summary
One morning email tells you what OnPoint did.
The full picture
Reminders for every workflow.
Invoice chasing
Overdue detection, scheduled emails, count history.
Certificate windows
Due-soon flags 30 / 14 / 7 days out.
Appointment prompts
Booking confirmations, reminders, on-the-way alerts.
Quote follow-ups
Nudge customers who opened but haven't replied.
Review requests
Auto-trigger on paid invoices that closed cleanly.
Controlled automation
Preview recipients, pause rules, full audit trail.
Stop carrying the chase list in your head.
Set the rules once. OnPoint runs them every night.