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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:

  1. Go to Settings → Plan → Work Order Alerts

  2. Make sure the checkbox is selected

 

Step 2: Configure Alert Types

Next:

  1. Go to the Work Order tab

  2. Click on Alerts

Here you can view all available alert types. Click the pencil icon to edit a specific alert.

  • To send alerts to someone not listed as a scheduled user (e.g., your office manager), enter their email address in the Email field

  • To send alerts to the assigned or scheduled user, use the checkboxes provided

  • 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.

    

    

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