Automatic Customer Notifications

Set up the customer notification settings to automatically send an email for specified events.

To set up your Customer Notifications, go to Settings > Customers > Notifications.

The Customer Notification page defaults to the available notifications. The emails for each notification have been created but you can personalize them to your company’s brand.

  • Event –  This is the event that triggers the notification to be sent to the customer. Currently, there are 4 events Job Assigned, Job Completed, Job Invoiced, and Job Cancelled.
  • Email Subject – This is what will be displayed on the subject line of the email sent to the customer. Each notification will have a different subject.
  • Email Body – This is what will be displayed on the main body of the email to be sent. Each notification will have a different body.
  • Status – This is the current status of the notification, either active or inactive.

Activate a Notification

  1. Click on the notification with a Not Active status to open the details.

  2. The Email Template for the event will come up.
  3. Tick the checkbox for Enable Notification. This will activate the notification. When the event occurs, the notification will fire.

  4. Update the template.
  5. The status of the notification will be updated.

Deactivate a Notification

  1. Click on the notification with an Active status to open the details.

  2. The Email Template for the event will come up.
  3. Uncheck the checkbox for Enable Notification. This will deactivate the notification. When the event occurs, the notification will not be triggered.

  4. Update the template.
  5. The status of the notification will be updated.