Business problems
Customers forget servicing, and only come in once something breaks
Auto workshops, AC servicing, and electronics repair live on repeat visits. Without a record of the last service, you can't remind anyone. Start with one date on each contact, then let periodic reminders do the work.
Common causes
- Service dates aren't recorded in customer data.
- No periodic reminders running on their own.
- Customers don't keep their own maintenance records.
The impact
- Repeat visits depend on customers remembering.
- Jobs get bigger because maintenance is overdue.
- Relationships with past customers weaken.
Common mistakes
What often makes this problem come back
Entering dates as free text
Reminders and segments read date-type fields. Text like "early last month" can't be calculated.
Reminding every contact
Only send to customers who have agreed to receive messages. It's more courteous and it protects your WhatsApp number.
Reminder messages with no call to action
Include a way to book, such as replying to the message or making a booking, so reminders turn into visits.
Waiting until all old data is complete
Start with this month's customers. Old data can be filled in gradually or imported from CSV.
How to solve it
Fix it step by step in Conex Bisnis
Menu names match the business.conex.chat dashboard (in Indonesian). Steps marked Pro require the Pro plan.
- 1
In the Kontak (Contacts) menu, create a date-type custom field named "Servis terakhir" (Last service).
- 2
Fill in the date every time a service is completed, right from the customer profile panel in Chat.
- 3
Set a follow-up reminder from the chat for customers who need to be contacted on a specific date.
- 4
Pro Send "Minta persetujuan" (Request consent) to contacts who haven't agreed to receive messages, because periodic reminders only go to contacts who have opted in.
- 5
Pro In Broadcast › Pesan berulang (Broadcast › Recurring messages), turn on Pengingat servis berkala (Periodic service reminder), choose the interval in months, then customize the message.
- 6
Turn on Garansi digital (Digital warranty) in Fitur Bisnis (Business features) so the warranty period is recorded on every completed order.
7-day plan
One small step every day
One step a day so it's easy to roll out with your team. Day one can start on the Free plan.
- Day 1
Create a date field
In the Kontak (Contacts) menu, create a date-type custom field called "Servis terakhir" (Last service).
- Day 2
Fill in this month's customers
Enter the last service date for customers who came in this month, from the profile panel in Chat.
- Day 3
Import old data
Save your spreadsheet records as CSV, then import them in the Kontak (Contacts) menu and match the date column.
- Day 4
Turn on warranty
Turn on Garansi digital (Digital warranty) in Fitur Bisnis (Business features) and set warranty periods for your main services.
- Day 5
Set manual reminders
For special customers, set a follow-up reminder from the chat on the agreed date.
- Day 6
Request consent Pro
Send "Minta persetujuan" (Request consent) from the Broadcast menu to contacts who haven't agreed to receive messages.
- Day 7
Turn on periodic reminders Pro
In Broadcast › Pesan berulang (Broadcast › Recurring messages), turn on Pengingat servis berkala (Periodic service reminder) and set the interval.
- After that
Move on to the next problem
Keep the habits that work, then pick another problem you still feel.
Business check-up
Features used
Learn about the feature
Contacts & segments
One contact across many channels, segments, custom fields, duplicate merging, CSV.
Learn more ProOpt-in broadcasts
Opt-in, smart segments, scheduling, safe pacing, STOP, reports (Pro).
Learn more FreeLabels, notes & reminders
Inbox tools: labels, statuses, internal notes, quick replies, reminders.
Learn more FreeDigital warranty
Warranty periods per product or service recorded on the order, with claims through complaints.
Learn moreBefore vs after
What changes
Free vs Pro
Features for this problem by plan
Free No time limit
Pro Everything in Free, plus
Good to know
- Per-asset remindersPeriodic service reminders use a single "Last service" date per contact. Automatic reminders per vehicle or per item aren't available on the business side yet.
- My AssetsConex app customers can save their vehicles or items in My Assets and set their own maintenance reminders.
FAQ
Questions about this problem
Are service reminders sent to every contact?
No. Periodic reminders only go to contacts who have agreed to receive messages and have a last service date.
How often can reminders be sent?
You choose an interval of 1 to 24 months from the last service. Each contact receives one reminder per period.
What if a customer has more than one vehicle?
The last service field applies per contact. For multiple vehicles, record the details in a note or an extra custom field, then set follow-up reminders.
My business sells products, not services. What's the equivalent?
Use Pengingat beli ulang (Repurchase reminder) in Pesan berulang (Recurring messages), which counts from the customer's last completed Conex order.
See also
Related solutions & problems
Auto repair & automotive
Car & motorcycle workshops, car washes, towing, batteries & spare parts.
See solution NeedsCustomer follow-up & retention
Reminders, automatic follow-ups, recurring messages, vouchers for returning customers.
See solution IndustriesHome services
AC service, renovation, and cleaning that come to your customer's home.
See solutionChats pile up & replies are slow
Customers wait a long time because chats come in faster than you can reply.
See how to fix itFix this problem starting today
Register for free with your WhatsApp number, then follow the 7-day plan above.
