Keeping track of job progress, task completion, and important updates is essential to running a smooth operation. Formitize offers a customizable notification system that ensures you and your team are always informed about critical events. Notifications can be sent via email, SMS, or as in-app alerts, depending on your preferences.
To configure notifications, access the Notifications Settings in the Web Portal. You can define triggers for key events such as new job assignments, overdue tasks, or completed reports. For example, you can set an alert to notify your admin team as soon as a client accepts a job quote or when field staff submit their final job report.
For mobile users, enabling push notifications ensures they receive real-time updates even when they’re not actively using the app. This helps reduce response times and improves coordination between field and office staff. Additionally, management can create role-based notifications to ensure only relevant team members receive specific updates, reducing unnecessary communication clutter.
Implementing automated notifications streamlines your business operations by keeping everyone on the same page, enhancing both productivity and customer service.
