Help centre / Grow & automate

Next work: reviews, maintenance, reorders and renewals

Know which past clients are due more work, and have Noodle draft the email.

Available on Pro and Agency

What it is

Insights → Next work lists past clients due a review, maintenance, reorder or renewal, based on timings you set per service or per project.

When to use it

  • Weekly, to keep repeat work flowing.
  • When capacity shows quiet weeks ahead.

How to do it

  1. Open Insights → Next work and add a timing for a service, e.g. Boiler service, every 12 months, maintenance.
  2. Or set a timing on an individual project — that overrides the service timing.
  3. When a client is due, choose Draft email, edit Noodle's wording and Approve. Or push it back a month, or mark it Done.

Good to know

  • Clients with work or a deal already on the go are hidden by default.
  • Projects must be marked Completed to appear.

Still stuck? Read troubleshooting, or sign in and open Help & support.