Employee notifications and SMS / text alerts are now available in Estimate Rocket.
This is a great way to enhance the communication with your team members. Keep your crews in sync and delegate tasks quickly and easily.
Employee Notification
There are 5 new employee notifications:
-
Employee assignment to an estimate or a work order
- This is triggered when a user is schedule to do an estimate or work order
- Notification will go to full users and field users
-
Employee calendar event assignment
- From the schedule page the addition of a task, the assigned user will be notified immediately
-
Employee @ note field notification
- When the user types in an @ the employee list will be seen and any employee can be notified immediately.
- Multiple employees can be notified at one time by using multiple @ symbols
-
Client Sends you a message in portal
- Project owner and assigned to user will get a notification when a client sends a message
-
Client confirms appointment in portal
- Project owner and assigned to user will get a notification when the client confirms an appointment.
Click on the below link to see more detail and educational videos
Detail Page on Triggering Employee Notifications
SMS / Text Alerts
SMS / Text alerts work with the new employee notifications as well as 4 of the original notifications.
Notifications that can trigger a SMS / Text alert:
- Employee Schedule Project Assignment
- Employee Schedule Task Assignment
- Employee @ note mention
- Client Viewed Proposal
- Client Accepted Proposal
- Client Requested Changes on Proposal
- Client Made Payment on Proposal
- Client Sends Message thru Portal
- Client confirms appointment thru Portal
The SMS / Text alert on the employee notifications is immediate. The alert on the client activities all trigger based on a delay. If the notification has not been marked as read in the preset number of minutes a SMS / Text alert will be triggered.
Click on the below link to see more detail and educational videos
Detailed help page on setting up notification SMS / Text alerts
Other Resources