What actually works
6 things that move the number.
Winning a new customer costs advertising, a quote and a first-visit risk. Winning the same customer again costs one message at the right time. The steps below are about sending that message without having to remember to.
Record the next service date on every job
Boiler service, electrical inspection, AC maintenance, MOT — most trade work has a natural next date. Write it down at the job, not later.
Send the reminder a month before it is due
Early enough to book, late enough to feel relevant. “Your boiler was serviced last September — shall we book this year’s?” books itself.
Ask for the review the day after the job
Satisfaction peaks when the problem has just gone away. A review request 24 hours after completion gets three times the response of one sent a week later — and reviews are where new customers come from.
Keep a real customer record
Property, what was done, what was recommended and declined, what they paid. Arriving knowing all of that is what makes you the trade they keep.
Quote the recommended work you already found
The worn part you flagged last time is a job waiting to be booked. Recommendations logged on the job are the easiest quotes you will ever send.
Win back the quiet ones
Everyone who has not booked in eighteen months gets one friendly message. A few percent come back — from a list you already had.
The shortcut
Service Business OS does this for you.
Every step above is built into the Service Business OS — seeded for a service business, running the day you launch it, with your approval on anything that reaches a customer.
Next service due, per job
Recorded on completion; the marketing agent drafts the reminder when it comes round.
Review request, automatically
Sent the day after the job is completed — no approval needed for this one, it was the thing owners kept forgetting.
Customer and property history
Past jobs, recommendations, invoices and notes on one record.
Win-back drafts
Customers who have gone quiet are surfaced with a drafted message for your approval.
This is the live Service Business OS running right now with demo data — the system your service business version is configured from. Open it full-screen →
Common questions
Questions worth asking.
Do reminders go out automatically?
The reminder is drafted automatically when a service comes due; you approve it from your phone before it is sent. The review request after a completed job is sent automatically.
Which channels do reminders use?
Email out of the box; WhatsApp once you connect it. The customer record keeps whichever channel they used last.
Does it work for trades without a fixed service interval?
Yes — set the next date per job (or none). The review request and win-back messages do not depend on an interval.
Features reflect the current platform as of August 2026 and continue to expand — the live demo above always reflects what's actually deployed.
More guides
Other Service Business OS problems, answered.
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