Customize the notification schedule, define the frequency of email alerts, and even specify recipients based on specific trip statuses
1. Click on the gear (wheel) icon in the top right corner
2. Select "Workflow" from the dropdown menu
3. Click "Notification Email" in the left menu
4. Expand "TRIP STATUS NOTIFICATION FOR VENDORS, TEAM MEMBERS AND CLIENTS"
5. Click "Edit" on the first row "Status Change Notifications"
6. By selecting this checkbox you're turning on all switches at once
7.
8. You can customize and turn on this setting for required Trip Status only. Enter a limit under "Notification Schedule"
9. You can select "Hours" or "Minutes" to schedule these email alerts
10. You can also define how many times should the recipient receive these email alerts
11. By selecting this checkbox you're turning on notification for Trip Status "Urgent, Not Dispatched (Beige)" and for the Trip Assignee
12. By turning this on, Vendors will receive email alerts only if they do not create an Invoice for this Trip
13. Some Work Orders may have a Work Order Manager assigned. You can turn this setting on to notify the WO Managers about the Trip Status
14. Click "Edit" to enter an email body text
15. You should see a pop-up allowing you to enter email body text. Click on the white box to enter your email text. This is very effective and customizable.
16. Click "SAVE"
17. Scroll down and click "SAVE"
18. Note: You can setup email notifications for time limit above 30 mins
19. Turn the switch on to activate this setting
