Setting up Work Order Alerts
This article explains how to configure company-wide and user-specific alerts for work order creation, scheduling, and status changes.
Overview
Alerts allow you to notify different people in your company when work orders are created, assigned, or change status.
Step 1: Enable Alerts
To enable alerts:
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Go to Settings → Plan → Work Order Alerts
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Make sure the checkbox is selected
Step 2: Configure Alert Types
Next:
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Go to the Work Order tab
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Click on Alerts
Here you can view all available alert types. Click the pencil icon to edit a specific alert.
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To send alerts to someone not listed as a scheduled user (e.g., your office manager), enter their email address in the Email field
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To send alerts to the assigned or scheduled user, use the checkboxes provided
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Once done, click the checkmark to save your changes
Step 3: Set Up User Alerts
After company-wide alerts are configured, each user must also have their individual alert settings configured.
An administrator can set this up by choosing which types of alerts each user will receive.
Need Help?
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