One of twelve office jobs see them all
Grow the business · an office job you can pick
Find customers due for repeat work
A list of past customers genuinely due for service, with open jobs, complaints, current bookings and opt-outs already taken out.
Choose this office job and we build it around your process, systems, permissions and approval steps.
What it costs you now
The work you did two years ago is sitting in your job system doing nothing. Someone means to go back through it and ring the customers whose service is due, and then a hot job lands and the list never gets made. So the annual services quietly lapse, the solar system nobody cleaned goes to whoever knocks first, and you go looking for new leads while your best customers are still in your records.
What it does
You ask for the list in WhatsApp. The agent reads completed jobs in your job system, applies the service interval you agreed, and works out who is actually due. Then it takes people out again: anyone with open work, a complaint or a live booking, anyone who has asked not to be contacted, and anyone who already got a message about this. What comes back is a list of customers who are safe to contact, a separate list of who was excluded and why, and drafted messages sitting in review until you say go.
- You ask Who is due for annual maintenance soon, and who is safe for us to contact?
- It checks history Completed jobs are measured against the service interval you set, so due dates come from your records, not a guess.
- It cuts the list back Open work, complaints, current bookings, prior contact and anyone who has opted out are removed, each with the reason shown.
- It waits for you The drafts stay drafts. Nothing goes to a customer until you approve the wording and the list.
You ask. It comes back with the reasons shown.
You ask in WhatsApp
Today
It hands back
DUE FOR SERVICE
Customers due for service
- ✓Applied the agreed maintenance interval to completed jobs
- ✓Excluded customers with open work, complaints or current bookings
- ✓Checked opt-outs and whether a request has already been sent
Safe to contact103
Drafted today24
Open issues excluded8
Already booked16
A list of customers due for service, drafts ready to review, and a plain reason for everyone left off.
Illustrative example. Names, numbers and records are made up.
What changes for the business
A short, safe list of past customers who are genuinely due, with the reason for every name on it and every name left off it.
- Work you already earned
Repeat service comes from customers who have already paid you once and already know the crew.
- Nobody gets contacted twice
Prior requests, live bookings and open complaints are removed before you ever see the list, so the follow-up does not embarrass you.
- It happens on the interval
The list gets built when the window opens, whether or not the office had a quiet afternoon.
What it is connected to
Built around whichever of these you run.
These are the systems this office job usually touches, not a required stack. We connect only what your version of it needs, using your own accounts and the smallest set of permissions that does the job.
- ServiceM8 or Simpro Completed job history, open jobs and the service interval the due list is built from.
- Your calendar Checks who already has a booking so they stay off the list.
- Your email Where the drafts sit, in your own account, until approved.
- Your contact list The record of who has opted out and who has already been contacted.
- WhatsApp Where you ask for the list and where you approve it.
The boundaries come with the office job
When it acts, and when it only reports.
What starts it, what it may read, what it may write, who approves, and where it stops. Written down before the office job runs.
What it will not doThis is not a mailing list and it is not a bulk send. Nothing leaves your account until you approve the list and the wording, and anyone whose consent is unclear, who has opted out, or who has an open issue or a conflicting record is held out for a person to look at. Opt-outs are honoured on the way in and again the moment somebody asks to stop.
- Trigger
- An agreed maintenance window opens or the office requests a reactivation list.
- Reads
-
- Completed-job history
- Open jobs and issue records
- Booking and contact-permission records
- Writes
-
- List of customers due
- Contact drafts
- List of who was left off, and why
- Approval
- The office approves the list, the channel and the wording before a single message is sent.
- Stops when
- A customer replies, opts out, books, becomes ineligible or completes the approved contact sequence.
- Exception path
- An open issue, uncertain consent, conflicting customer record or sensitive history is excluded for review.
- Audit evidence
- Each inclusion, exclusion, draft, send, reply and stop reason stays attached to the customer record.