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 Work Order Tab and Select Alerts
Here you can view the different types of alerts that are available. By selecting the pencil, 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 scheduler user, you can enter in a specific email address. For example: If you want your office manager to see all Newly Scheduled Work Orders, you could enter their email within the e-mail section. If the alert should go to the assigned or scheduled user, you can select the appropriate checkboxes.
Once completed, click the check mark 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.
