# Service reminders

## Overview 

Service reminders in Loopit help ensure timely maintenance by notifying you when a service is due. Setting up service reminders involves three main steps:

1. Define the service plan template.
2. Add a service schedule to an asset.
3. Set up alerts for when a service is due.

## Steps

{% stepper %}
{% step %}

### Define the service plan template

A service plan template determines the rules for triggering service reminders. 

It can be:

* **Time-based**: e.g., every 12 months
* **Odometer-based**: e.g., every 10,000 km (increments of 10,000 km, such as 10,000, 20,000, 30,000)

#### To Create a Service Plan Template:

1. Navigate to **/settings/service-plans**.\
   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfZVET_YK5-kydOGI0ca1PDL10Wa-Lv6p3nh2NiFUxCifqJew4WsUboQFM0sPtUi2xPojN0hLK6yOHquj-B-79jl_MIFjHE0vhLeL2lZ8Ns1BfpUNr0vqFAyWSQ3UIDYhJDclLO2A?key=1SQBMFVs9YaVO7f93sSHgUVT)
2. Click **New Service Plan**.
3. Fill out the form with the relevant details and click **Save**.\
   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdLCgiPBlFpftmH4eHa-zHMrdzYTsWm2swoe2lFn6zpstSCnD4xBavMQ8VxMaqmcWjTXxYG-pXmNh7bCp3GOcMLjaI7EMI_LL5GPyLvhPLUMgpT1RXiCYWgjc3Hkg9sqbyqkq6b?key=1SQBMFVs9YaVO7f93sSHgUVT)
   {% endstep %}

{% step %}

### Add Service Schedule to an asset

To apply the service plan to an asset:

1. Go to the asset, select the **Services** tab, then go to the **Schedules** sub-tab.\
   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXf0LgBpkcxccA4TdYaZ06TumOv3DCisfiXspvXBdXzTfZRhK3AirV_Wy1b8Y5xeUhzef3EkglEh2OdtB7cvhj89kktkJ4hu9RF9k2H4D-iwOfyBNZnvRlXUkLB2G5XktzLGytgi?key=1SQBMFVs9YaVO7f93sSHgUVT)
2. Click the **+** button in the top right corner and select **Service Schedule**.
3. In the dialog, select the start date and the service plan defined in Step 1, then click **Save**.\
   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdF8tB3d34eqRCkVJ7BYd1P_xD-990s3Qhu1pnQ-7hiJ0US4jB-7ula21QEwU-kCTXBr0B8paXrvva9L9rSDeCTYIQmtziZTJSAuqoqDPI_cJ4wDgLO15rODaiaxiUgFw9vSg58?key=1SQBMFVs9YaVO7f93sSHgUVT)<br>

\ <br>
{% endstep %}

{% step %}

### Set up alerts for when a service is due

Configure an alert to notify you when a service is due on an asset.

1. Navigate to **/settings/workflows**.<br>
2. Use the predefined template to create a task.\
   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdrL3eqFuRchoY6Y4-o_OkhQ0p-39ugnlNGJAMAOz7g1OfjTLYBmaU9VOA1rzOZcIb9Kw4-6_ghexq6UsXXEeOuD1085j801qUPg38rjkBBuOc7z6E_0ClL2XrjaNMOrFD7Mr3n4A?key=1SQBMFVs9YaVO7f93sSHgUVT)
3. Select **Asset Service Reminder Created**.\
   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdMJJy1BkRAzFSZWo7WyyLL8MYlY2gQl9Meil0sAC_6njoeiXZPPqb2ijbqz659ZKBmA39rOF2485oImil4clXHvH0cpLfhhpPBsWm-c5e_3Lb6F-K00gr6fQVknQ5WVYs-oTn0gw?key=1SQBMFVs9YaVO7f93sSHgUVT)
4. (Optional) Edit the workflow to send email alerts.
   {% endstep %}
   {% endstepper %}

## Trigger a Service Reminder&#x20;

### Test

To test the service reminder functionality using an odometer-based plan:

1. Follow the setup steps above.
2. Go to an asset with an odometer-based service schedule.
   * Note the next service is due at 24 km.\
     ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXe0PPylmovI9Ef2IDPt-U9Ws4z3sUOkiiGNFYk0kxKtGqf3VBzd-oE6OMXW0ai6QiZUDHyiCPQ9LDRVXJ3FW7siYARuWWqR-8-5Z93aK2OlYb1Lzktr11E_uqJgcKsMUaAnNhdwyw?key=1SQBMFVs9YaVO7f93sSHgUVT)
3. Click the **Meter Readings** tab.\
   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXebfTmmvpeibEBzoFte6-GdKqiBlh5b51GxabEyBsHWs4FClzeqQ7TtsgF2Opr_uI_YMmY_w7MkqkfFzGGT0eA6v-MUfkKmjhIAkSghACpeQ-CgC0_TKDAd8jVfwcNePvwjxHMG?key=1SQBMFVs9YaVO7f93sSHgUVT)
4. Click the **+** button, select **Meter Reading**, enter a reading of **24 km or higher**, and click **Save**.<br>

### Viewing Triggered Alerts

1. Go to the workflow’s **Run History** tab to see triggered alerts.\
   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXebJIGTT-0aUWVXMprpyN7Kr3wSFUGDU_qEBSL92eK3ssoCxtLzPhMge8-JN35PaKSfwpTE3J_odTR72K75rW2pcVMh8IWG1cV1t7X14D0JOfvRpL3ArQkZfsM_vhLGTtdH7j738A?key=1SQBMFVs9YaVO7f93sSHgUVT)
2. The service reminder will also appear in the **Reminders** tab.\
   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXetIIzxU9oZl0hnAsxmeXz7TVDvzYG4Gtck9dwS71ptdscAAPYF925mxGIPuKgC1ik04XLz3Y3cXBSfDQqJ6EcImIsL5GpXWPBVM6U25_FXLcZofaMq-BYeUunePtMmu7HhA3cLug?key=1SQBMFVs9YaVO7f93sSHgUVT)


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