Use these settings to make sure the right people are notified when important events occur in your account. You can customize notifications for emails, estimates, invoices, payments, online bookings, and nightly reports.
Reply To
When a customer replies to an automated email, their response will be sent to the email address you set here.
Field: Email – Enter the address where all automated email replies should be delivered.
Estimates
Control who gets notified about estimate-related activity.
Accepted Estimates – Choose who is notified when a customer accepts an estimate. Notifications are sent both in-app and by email.
Options:Notify the estimate creator
Notify specific users
Send a copy to a specific email address
Viewed Estimates – Choose who is notified when a customer views an estimate that has been sent to them. Notifications are sent both in-app and by email.
Options:Notify the estimate creator
Notify specific users
Estimate Reminder – Set when a customer should be reminded about an outstanding estimate.
Send Reminder – Choose the number of days after sending before the reminder is sent.
Follow-up – Set how many additional reminders will be sent.
Invoices
Control notifications for invoice activity.
Payment Reminder – Set when customers will be reminded about outstanding invoices.
Send Reminder – Choose the number of days after sending before the reminder is sent.
Follow-up – Set how many additional reminders will be sent.
Payments
Manage notifications related to payment activity.
Failed Payments – Choose who is notified when a payment fails.
Options:Notify the invoice creator
Notify specific users
Send a copy to a specific email address
Lapsed Payments for Maintenance Plans – Choose who is notified when a customer’s maintenance plan payment lapses.
Options:Notify specific users
Send a copy to a specific email address
Online Booking
Set up notifications for booking activity.
Job Requests & Instant Bookings – Choose who is notified when a new Job Request or Instant Booking is created.
Options:Send notification to specific users
Notify a specific email address
Nightly Reports
Configure automatic nightly reports.
Material Restock Report – Choose who is notified when materials are used on jobs.
Options:Send report to specific users
Send a copy to a specific email address