Alerts allow you to let different people within your company know when work orders are created, assigned, or even changed from one status to another.
To set them up, go to Settings - Plan - Work Order Alerts and make sure you tick that box off.
Then go into the To Do Tab and select the Alerts subsection.
Here you can view the different types of alerts that are available. By selecting the edit button, you can edit the settings for each of the individual alerts. If you want to have an email sent to someone that is not the alert user, you can enter in a specific email address. For example: If you want your office manager to see all Due Today To Dos, you could enter their email within the email section. If the alert should go to the alert user, you can select the check box.
Once completed, click the checkmark and your alert will be saved.
Once alerts have been configured for the company within settings you will need to manually set up alerts for each user. This can be done by an administrator and they can select what type of alerts will then be sent off to the specific user.
Need Help?
If you have any questions or would like help setting up alerts for your team, contact our support team via the Help button in your account or email support@jobboxsoft.com.