Adjusting your company and user notification settings

Setting your notifications preferences

There are two types of notifications to set up (navigate to Settings > Notification preferences):

Company-wide settings
Individual preferences

Company-wide settings

Only a super admin user can view the Account settings tab to set the company-wide notification settings and select the notification types.

There are 4 options on how you want the notifications sent:

Send to all users – notifications sent to all users based on Notifications by user level (at the end of this guide)
Send to a central email – notifications will be sent only to the specified email ID
Send to assigned users – notifications will be sent to assigned users only and if no user is assigned, it will be sent to the specified email ID
Send to assigned users and a general email – notifications will be sent to both the assigned users and the specified email ID

Super admins can select/unselect the notification types to be sent at the company level (per the four options above). For example, if you unselect the New quote search type, the notification email is not sent for that event.

Individual preference

Users can set their individual preferences for the notifications.

A super admin user will see both the Account settings and Your settings tabs. They need to click on Your settings tab to select/unselect the notification types they want individually.

Regional and regular users will directly see the notification types and can select/unselect the ones they need or don’t need.

This helps each user to opt for the notification type they want to receive. For example, if your company-wide settings are set to send all notifications, and you have unselected the New quote search type, then you will not receive that alert email.

Notifications by user level

If notifications are set to go to all users:

Super admin users – notifications for all jobs (unless turned off in their Your settings)
Regional admin users – notifications for all job types and locations which they are set to have access to
Regular users – notifications only for jobs they are assigned to

What does each notification preference mean?

New quote search – received when a new quote search is received via your quote form, or an integration.
Callback request – received when a customer presses request callback on the quote result page
New instruction received – received when a customer completes the booking questions on the customer portal
New message from customer – received when new message is sent from the customer portal or in reply to a message notification you have sent
New note left on survey – received when a note is added to a job
User survey cancellation – received when the customer cancels a job via the portal (currently cancellation is not available on the customer portal).
E-Terms submitted by customer – received when the customer completes the e-signature process
New review left by customer – received when a customer leaves a review at the end of the job
Manual quote required – received when a new quote enquiry is made via the quote form or an integration but you need to submit a quote for it
Survey assigned – received by the user assigned to a job
Confirm survey inspection – alert sent on the appointment date if you haven’t yet confirmed you’ve been
Survey report due – alert sent on the report due date if you’ve not yet uploaded the report
Customer skipped payment – sent when the customer presses “pay later” on the payment page (if you’ve made it available).
Assigned to task – received by the user assigned to a task
Task reminder – reminder email sent if you’ve set a task reminder
New Payment – sent when the customer has paid via the payment page
Project accepted by customer – received when a customer accepts a project via the portal
Document uploaded by customer – received when a customer uploads a document via the job tracker
New lead contact – received when a new lead is added to the system (currently via the RICS feed)
Logged email replies – sets if you should see a notification in the email tab of the notification table when a new reply is logged to the system. If turned off, new replies will still log on each job record but an alert won’t be added to the notification table.
Survey draft report submitted – received when a draft report is submitted to a job to aid with alerting team members.
Review follow up – this is the reminder email that the review follow up date is due for a survey