Notification Settings & Their Meanings

How to I configure my own Notifications?

As an Admin, how do I configure Notifications for someone else?

Notifications Overview

When certain actions occur throughout the system, notifications can be sent to a user’s email inbox who has the notification selected in their profile. The notifications can come from HQ & the Service app. Additionally, if applicable, notifications can come from your business integrated system and Customer Portal. If notifications are set to email only, you can view the notification information on the email itself, or select the link at the bottom of the email: See More, which will take you to that respective screen in HQ.

Configure Your Own Notifications

To navigate to your notification settings: HQ>Select your name in the upper right corner>My Profile>Notification Settings.
Click the '+' sign at the top, right corner.
From the Notification Type dropdown, select the type of Notification. NOTE: Depending on the chosen Notification type, you may also be able to set which location(s) you only want to receive the notification for. Set the respective configurations, then click [Save].

Notification Meanings:

Requests

Notification	Trigger	Contents of Notification	Filter Options available on the notification type
A quote is created	Quote request submitted by a technician. Or, if applicable, a quote is created by your customer through Customer Portal	Work order details that the quote was submitted from and details of quote. Or a standalone quote submitted by your customer through Customer Portal	This notification can have a: Location, Branch and/or User Group filter applied (if branch/user groups are setup in HQ first)
A quote is commented on	Any comments made on the quote request either by an HQ user, technician or customer through Customer Portal	Details of comments made on the respective quote	This notification can have a Location filter applied Note: Multiple Locations can be added to the same notification
A part request is created	Part request submitted by a technician for a work order. Or, a standalone request to restock a part	Work order details that the part request was submitted from and details of part request or the restock request	No filters available to be applied Note: With no filters set, then all events will be sent.
A part request is commented on	Any comments made on the part request either by an HQ user or technician	Details of comments made on the respective request	No filters available to be applied Note: With no filters set, then all events will be sent.
An equipment request is created	Equipment request submitted by the technician	Details of the equipment request including equipment information, customer/location, etc	This notification can have a Location filter applied Note: Multiple Locations can be added to the same notification
An equipment request is commented on	Any comments made on the equipment request either by an HQ user or technician	Details of comments made on the respective request	This notification can have a Location filter applied Note: Multiple Locations can be added to the same notification
A rental request is created	When your customer requests renting equipment from you, the dealer, and view the status for each request (i.e. Work Order Opened, Pending, etc.)	Details of the rental request	This notification can have a Location filter applied Note: Multiple Locations can be added to the same notification
A rental request is commented on	Any comments made on the rental request	Details of comments made on the respective request	This notification can have a Location filter applied Note: Multiple Locations can be added to the same notification
A sales lead is created	Sales lead submitted by technician or, if applicable, a sales lead from your customer through Customer Portal	Work order details sales lead was submitted from and details of sales lead or details from a standalone sales lead via the technician or your customer	This notification can have a Location filter applied Note: Multiple Locations can be added to the same notification
A sales lead is commented on	Any comments made on the sales lead either by an HQ user, technician or customer through Customer Portal	Details of comments made on the respective request	This notification can have a Location filter applied Note: Multiple Locations can be added to the same notification
A technician request (e.g Need Work, Request Assignment) request is created	Need more work or transfer request submitted by technician	If requesting a work order, details in the work order will be included. If just asking for more work, simple message stating this	No filters available to be applied Note: With no filters set, then all events will be sent.
A technician request (e.g Need Work, Request Assignment) request is commented on	Any comments made on the technician request	Details of comments made on the respective request	No filters available to be applied Note: With no filters set, then all events will be sent.

Service

Notification	Trigger	Contents of Notification	Filter Options available on the notification type
A work order is requested	Technician requests a work order from the app. If tech does not have permissions to create work orders, a request is sent. If applicable, these can come from Customer Portal as well where your customers can submit a service request.	Details of the work order requested	This notification can have a Location and/or Work Order Type filter applied Note: Multiple Locations & multiple work order types can be added to the same notification
A work order request is commented on	Any comments made on the work order request either by an HQ user, Technician or Customer through Customer portal	Details of comments made on the respective request	This notification can have a Location and/or Work Order Type filter applied Note: Multiple Locations & multiple work order types can be added to the same notification
A work order is created	Technician creates a work order from the Service app.	Details of the work order created, including the Bill To Customer and Ship to location.	This notification can have a Location and/or Work Order Type filter applied Note: Multiple Locations & multiple work order types can be added to the same notification
A work order has a change in equipment	Equipment is changed on work order by the technician on tablet or by user in web	Details of the work order, the previous equipment assigned, and the new assigned equipment	This notification can have a Work Order Type filter applied Note: Multiple work order types can be added to the same notification
A work order has a new private comment	A private comment made on the work order via the technician in the Service app or via a person in HQ. A private comment is not visible to the customer. The private comment is visible in the work order details screen, in 'Activity'.	Details of comments made in Private Comments.	This notification can have a Work Order Type filter applied Note: Multiple work order types can be added to the same notification
A work order is requested to be rescheduled	Technician reschedules a work order (if enabled)	Details of reschedule request with a link to the work order	This notification can have a Work Order Type filter applied Note: Multiple work order types can be added to the same notification
A work order has a part that is no longer on back order	Once the back order part is brought back into stock. The technician will receive this as well within the Service app	Details of the work order the part was back ordered on	This notification can have a Work Order Type filter applied Note: Multiple work order types can be added to the same notification AND there is a toggle ON option if the notification should only be sent once ALL back ordered parts are received. If this is not toggled on, a notification will be sent for each part that is no longer back ordered.
A work order is unable to get the customer's signature by the technician	When a technician cannot get a customer's signature and selects "Cannot get signature" when transitioning from Technician review to Customer Review	Details of the work order that cannot get a customer's signature	This notification can have a Work Order Type filter applied Note: Multiple work order types can be added to the same notification
A work order is completed	Work order is completed by the technician. NOTE: Any HQ User who signs up to receive this notification & has no other filters will receive these.	Details of the completed work order, the completed PDF with signature, and any pictures attached to work order	This notification can have a Location and/or Work Order Type filter applied Note: Multiple Locations & multiple work order types can be added to the same notification
An email has bounced or failed to send for Service	When an email is not successfully sent or has bounced	Details of the bounce or send failure	No filters available to be applied Note: With no filters set, then all events will be sent.

Time Card

Notification

Trigger

Contents of Notification

Filter Options available on the notification type

Time Card is submitted

Technician submits their time card

Summary of the time card and a PDF.

NOTE: This notification can have a Branch and/or User Group filter applied (if branch/user groups are setup in HQ) to help in reducing unnecessary notifications for employees

This notification can have a Branch and/or User Group filter applied (if branch/user groups are setup in HQ)

Other

Notification

Trigger

Contents of Notification

Filter Options available on the notification type

The business system integration has an error or warning

If integrated with Tinnacity, any errors or warnings that may occur

Details of the error or warning

No filters available to be applied

Note: With no filters set, then all events will be sent.

Tinnacity has product updates, news, or a critical alert that you should know about

When updates, news or critical alerts happen

Details of the update, news or critical alerts

No filters available to be applied

Note: With no filters set, then all events will be sent.

How do I configure Notifications for someone else?

As an Admin or an Account Owner, you can configure notifications for others - such as a technician's notification.

In HQ Admin/Users, locate and select the person's name.
Scroll down to the 'Notifications Settings' section, then click the '+' sign.
From the Notification Type dropdown, select the type of Notification. NOTE: Depending on the chosen Notification type, you may also be able to set which location(s) you only want to receive the notification for. Set the respective configurations, then click [Save].