Notifications
- System Notifications
- Custom Notifications
System Notifications
Scenarios for System Notifications
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 Agent | |
When a field agent updates the details or status of an appointment. | Record Owner | |
When a service appointment is assigned to a field agent | Field Agent | |
When a field agent 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
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