Notifications

Notifications

In Zoho FSM, there are two types of notifications:
  1. In-App Notifications
  2. Custom Notifications

In-App Notifications

Through the in-app notifications, users will get notified about relevant updates. The notifications may be of events that require action from the user (e.g. an estimate is approved) or might just convey some information (e.g. notes are added to an appointment). The notifications can be viewed both on the web and mobile app.
The user who initiated the event that triggered the notification will not receive the notification.

Scenarios for In-App Notifications

The table below describes the events for which a notification will be triggered and their respective recipients. Field technicians can view the notification in the FSM mobile app.

Category

Description

Recipient(s)

Estimate

When an Estimate is approved.

Record Owner

When an Estimate is rejected.

Record Owner

When an Estimate is expired. This will be determined by the Expiry Date of the Estimate

Record Owner

Appointment

When a service appointment is terminated.

Admin and Dispatcher  

When a service appointment is cancelled.

Admin and Dispatcher  

When Notes are added to an appointment by a user.

Record Owner/Field Technician

When a field technician updates the details or status of an appointment.

Record Owner

When a service appointment is assigned to a field technician

Field Technician

When a field technician applies for a time off

Dispatcher

When bulk dispatch of appointments is completed

Dispatcher

Import Data

When a data import initiated from a module is completed

Admin

Where to view the notifications

To view the notifications click the notifications icon [] in the top right corner of the screen. The notifications will be grouped by date.


Custom Notifications 

You can use the sendmail task in Functions to send custom notifications.

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