Every notification starts switched on for every location you cover. That suits a small team. On a bigger one, you'll want the request alerts for your own customers and not the whole company's.
What you'll need
- A Service Partner account. Each person sets their own notifications. Admins can't change them for someone else.
Change your notifications
To choose what you get:
- Select your name at the bottom of the sidebar, then Settings.
- Under My Account, select Notifications.
- Find the notification under Requests and visits.
- Open its Email or Push box and tick All locations, tick only the locations you want, or clear them all.
- Select Save preferences.
Each box sums up your choice as All locations, a count such as 2 of 5, or Off.
What you can get
| Notification | Sent when |
|---|
| New work request | A customer sends your team a request |
| Request accepted, Request declined | Someone on your team accepts or declines a request |
| Request cancelled by the customer | A customer withdraws a request before anyone acts on it |
| Pending or Accepted request cancelled by your team | Someone on your team cancels a request |
| Work started at a location | A technician starts a visit |
| Visit completed | A visit is completed and its report is ready |
| Assigned to a visit | You're added to the people going on an upcoming visit |
Good to know- The locations listed are the ones you're assigned to. If you aren't assigned to specific locations, you'll see every location you can work at.
- You're never notified about something you did yourself, like accepting a request.
- Team alerts go to your Service Partner Admins and the Technicians assigned to that customer.
Common questions
Do Technicians get new work requests?
Yes, for the customers they're assigned to. Only Admins can accept or decline them, so a Technician may prefer that one off.
Does this change what my customers get?
No. Customers choose their own notifications in their account.
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