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Notifications and daily job summaries

Set personal summaries and, as an owner, team daily and weekly summaries in Settings > Notifications.

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Written by Justin Tannenbaum

In Settings > Notifications you choose which summaries you get and when. Owners also set up team summaries for technicians.

Personal notifications (everyone)

  1. Go to Settings > Notifications.

  2. Under Personal notifications, turn on or off Personal Daily Usage Summary and Personal Weekly Usage Summary.

  3. In the My daily summary schedule card, choose your own Send time and Time zone, or choose Team default to follow the team setting.

  4. Select Save changes.

Team notifications (Owners only)

Owners see a Team notifications section ("Define the types of notifications your team will receive").

  • Time zone: applies to all scheduled team notifications, daily and weekly.

  • Team Daily Pre-Triage Job Summary: sends job summaries to technicians. Set the Send Time, Jobs to include (1 to 7 days of scheduled jobs), and Delivery channel (Email, SMS or Both).

  • Email content: Job count only or Count + job list. SMS messages only include job counts.

  • Include zero-job notifications: also sends the summary to technicians with no scheduled jobs.

  • Team Weekly Usage Summary: sends a weekly usage summary to technicians.

  • Member schedules: override the send time or time zone for one member.

Select Save changes when done.

Troubleshooting

If you see Could not save {n} of {m} changes. Failed changes are still unsaved., try saving again. If it keeps failing, contact Aiventic support.

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