Yes, reminders can be triggered when required information remains outstanding after an agreed period. First define the information needed, the responsible contact and the point at which it is due. A vague missing-details status makes automated chasing difficult to manage.
How could this work in practice?
For example, a customer booking a site visit may need to provide access instructions. The system can show the outstanding item and prepare a reminder with a suitable submission link. Once staff accept the response, further chasing can stop.
What needs to be agreed before development?
Decide the number and timing of reminders, when staff take over and how customers request help. Check communication arrangements before sending messages automatically. Avoid including sensitive job information in a message simply because the system holds it.
What should we check before using it?
Test partial replies, information sent through another channel and messages that fail to deliver. Staff need a way to pause or correct the chase. A useful process highlights unresolved work without repeatedly asking customers for details they have already supplied.
How can Digital Solutions help?
Digital Solutions can review your current process and scope the development needed for your business. Book a free 15-minute software review or visit https://www.digitalsolutions.help/.