Help Center

Notification System

The notification system alerts users to relevant activity in work orders, appointments, chats, WhatsApp, Time Tracking and Absences.

How notifications work

Employees receive notifications for items they participate in or follow, such as assignments, comments and mentions. Being assigned to a work order or appointment starts following the related work order automatically; users with access can also follow or unfollow it manually.

Notifications use contextual titles and, where available, a real message excerpt, such as Comment on {work order}, Mention in {work order or customer}, Internal note: {customer} or WhatsApp: {customer}. WhatsApp attachments without text are identified as an image, video, document, audio or attachment.

Browser push notifications

Browser permission is necessary but not sufficient: you must also enable the Push channel for each preference you want to receive. Manage channels under Settings → Notifications.

Notification types

Work orders and appointments

  • Assignee and operator assignments.
  • Comments and mentions in followed work orders.
  • Work order reminders at their configured time.

Chat and WhatsApp

  • New WhatsApp message from a customer.
  • Internal note mention in WhatsApp.
  • New internal chat message when you are not viewing the conversation.

WhatsApp Templates

  • Template approved or rejected by Meta.

Time Tracking

  • Start/clock-in reminder at the beginning of an effective schedule period.
  • Active-workday reminder at the end of an effective schedule period.

Absences

  • Absence requested alerts Management and Full Access users to pending requests.
  • Absence approved and Absence rejected inform the employee of the outcome.
  • Absence updated informs the employee when a manager changes the absence. Deleting an approved absence also sends a notification.

Preferences

Under Settings → Notifications, preferences are grouped into Work Orders, Appointments, Chat, Time Tracking and Absences.

Email and push preferences are disabled by default, except push for New internal chat message, which starts enabled and can be turned off. Internal chat does not send email even if that channel is displayed. Use Enable/Disable all for quick changes.