Aswath
26 days agoContributor 3
What kind of Notifications you setup
I want to start the discussion on what notifications you setup in Jobber?
What notifications you would like to have in Jobber when compared with other CRMs' ?
Would you like to setup notifications based on fields in the Job, Client etc
example:
- When a visit is completed and the job value is > x, then email the owner and the manager.
- When a payment is created and amount > x, then email the accounts receivable and owner.
- When a 'Request' is created with emergency keywords like urgent, 'no heat', flooding, then email to manager, dispatcher.
- When a high value job is deleted, notify the owner.
DM me if you are looking for some such notifications that can ease you daily and repetitive routines
Aswath
aswath.satrasala@gmail.com