The notification center

Every message the system can send lives on one page, in the order a client meets them: the quote going out, the follow-ups, signed, confirmed, the balance, payments, the delivery and pickup statuses, and last the ones sent by hand. Each line is one card.

Steps

1. Open Settings, System, All notifications.
2. Read the strip at the top first. It says whether client messaging is on, which texting service is used and which address sends automatic emails. Each is a link to where it is set.
3. Use the Automatic and By hand chips, or Search, to find a card. Each line says when it fires and what it sends, for example "client text, team note".
4. Open a card. The When line says the moment in words. For a timed one you set it in place, for example 2 days after it was sent, at 9:00 AM.
5. In the grid, tick The client and The team against Text, Email and Note in the app. Each tick opens its own wording box.
6. For the team row, pick who gets it: the office roles, dispatch, the salesperson, the admins, the crew on the truck (for a stop) or a named person.
7. To send it only sometimes, open Narrow it down and add a condition: a status, a total, an empty field.
8. Write the wording, check the Preview, and press Save.
9. Switch Automatic on. Nothing on a card goes out until you do.

Good to know

• Every built-in notification ships switched off, so nothing is sent until someone reads it and turns it on.
• Automatic goes on its own at its moment. By hand never does: it is a template, offered on the record's Send a notification button and in the email picker. See Email and text templates.
• New notification offers each module's moments and Custom timing: some days (or business days) before or after any date on the record, at a time of day. Switching it on reaches only moments from then on.
• For delivery and pickup statuses, the card also holds the status's own timing and which stops it is for, shared by every notification at that status.
• A line shows "waiting" when messages are held in the Outbox, and "due later" when a timed message is queued.
• Even when a card is on, a client message still needs client messaging switched on, the task's own Text and Email, and the client's yes. See Turn on client messages.

If something goes wrong

• A pill says Goes to test contacts only. Client messaging is off. Switch it on under Settings, System, Sending.
• A pill says Held: no texting service or Held: no address for automatic emails. Connect a texting service (Set up texting) or choose the address for automatic emails under Settings, System, Sending.
• The card will not save. It tells you why: no box ticked, no one on the team picked, or an em dash in the client's wording.
• A client did not get a message. Look in the Outbox for a held message and its reason.