How to build automated service templates in Remindoo

Learn how to create custom service templates with automated workflows, define billing cycles, set trigger dates, and configure task templates with subtasks to streamline service delivery in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.

Last updated: 24 September 2026

What can you do with this?

Learn how to create custom service templates with automated workflows
Define billing cycles
Set trigger dates
Configure task templates with subtasks to streamline service delivery in Remindoo

Why does it matter for your practice?

Standard services and templates mean every client gets the same structured work. They also make fees and recurring jobs easier to set up for new clients.

Step-by-step

Open the relevant area in Remindoo.
Learn how to create custom service templates with automated workflows.
Define billing cycles.
Set trigger dates.
Configure task templates with subtasks to streamline service delivery in Remindoo.
Save your changes and check the result with your team.

Want to see this with your own clients?

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Frequently asked questions

What does this Remindoo walkthrough cover?

Learn how to create custom service templates with automated workflows, define billing cycles, set trigger dates, and configure task templates with subtasks to streamline service delivery in Remindoo.

Who is this for?

UK accounting and bookkeeping practices that use Remindoo to run clients, deadlines and team work in one place.

Can I try this myself?

Yes. Start a free 60-day trial or book a demo and the Remindoo team will show you the steps with your own workflow.

Related help

Learn more about service templates in Remindoo, or browse all Services & Pricing help articles.

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How to create custom service packages and pricing tiers in Remindoo

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Getting Started

How to complete CRM operations and client management in Remindoo

Manage leads

Watch demo: complete CRM operations and client management

Screenshot: How to Remindoo product tour — homepage in Remindoo

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Getting Started

How to Remindoo product tour — homepage in Remindoo

See how UK accounting firms run leads

Watch demo: Remindoo product tour — homepage

Why organised billing matters for accounting firms

Late or missed invoices quietly damage cash flow. Linking billing to the services you have agreed with each client makes it easier to charge for all the work you deliver.

Healthier cash flow

Invoices raised on time, with a clear record of what is outstanding, reduce the time spent chasing payment.

Fewer missed charges

When fees are tied to agreed services, one-off extras and recurring work are less likely to be forgotten.

Fewer fee disputes

Clients who signed a proposal or engagement letter setting out the fee are less likely to challenge an invoice.

Better pricing decisions

Seeing what each client pays alongside the work involved shows where fees need reviewing.

Practical tips from UK practice

Agree fees in a signed proposal or engagement letter before work starts.
Keep your services catalogue up to date, so prices on new proposals are consistent.
Review unpaid invoices every week, not only at month end.
Review fees annually, and be ready to explain changes in scope.

Related Remindoo features

Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.

What UK practices say about Remindoo

Read all reviews on Trustpilot

“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”

Shaz Israr

“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”

Taxaccolega Chartered Accountants

“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”

Afia Begum

“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”

Premier Books Consultancy Ltd