Close a reminder when the service is done
You will have the service recorded from the reminder in one step, the reminder marked done or rolled to its next due, and the dashboard Overdue count reduced by one.
When the work a reminder asked for has been done, do not add the service from scratch and then delete the reminder. Use the build action on the reminder row. It opens the service form with the vehicle, task or plan already filled, and when you save, the reminder is closed and, if it has a frequency, the next cycle is scheduled.
Before You Start
- The reminder exists under Vehicles › Vehicle Maintenance › Maintenance Reminders.
- The workshop bill with the date, odometer reading and the labour and parts amounts.
- The workshop exists as a supplier of type workshop.
Steps
- Open Vehicles › Vehicle Maintenance › Maintenance Reminders and find the row. Over Due rows are the ones to work first; the vehicle profile’s Maintenance Reminder tab shows the same rows for one vehicle.
- Click the build action on the row. The service form opens with Vehicle, Service Task or Vehicle Service and the plan’s tasks filled in.
- Pick the Service Provider, enter the Service Date and the Odometer Reading from the bill.
- Choose the Payment Type and Tax Rate, and complete Labor and Parts on each task row. Remove a row if that task was not done this time; it stays in the plan for next time.
- Add Notes and attach the bill under Maintenance Files, then click Save.
- Return to Maintenance Reminders and check the row. A one-off reminder shows as completed; a repeating one shows a new Next Due calculated from the service date or odometer plus the Frequency.
What the build action pre-fills
Field on the service form | Filled from the reminder | You complete |
|---|---|---|
Vehicle | Yes | |
Service (plan) and task rows | Yes, from Vehicle Service or Service Task | Labor, Parts |
Service No | Auto-numbered | |
Service Provider | No | Pick the workshop |
Service Date, Odometer Reading | No | From the bill |
Payment Type, Tax Rate | No | How it was paid |
Notes, Maintenance Files | No | Optional |
What This Changes
- A service appears on Maintenance History with the reminder’s task or plan, and the reminder row shows the linked service.
- The reminder leaves Over Due: it is marked completed, or its Next Due moves forward by the Frequency (date plus N months, or odometer plus N km).
- The dashboard’s Vehicles Services moves one from Overdue or Due Soon to Completed.
- The workshop is paid or owed according to the Payment Type, and the vehicle’s Current Odometer Reading is updated if higher.
Tips
- Build from the reminder even when the service was done weeks ago; enter the real Service Date so the next due is right.
- If the workshop did extra work, add the extra task rows on the same service rather than a second record.
- Use edit on the reminder only to correct a wrong due date; use delete only for a reminder that should never have existed. Neither records a service.
Frequently asked questions
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.