System reminders and notifications

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System reminders

The system can notify you about overdue projects, jobs, and invoices by email.

Please find more info here.

Notifications

Note: The system does not send messages automatically to your clients/vendors/managers if they cannot log in to the system (the Can log in checkbox is unmarked). But you still can send quotes and invoices to your clients manually if needed.

General notifications

Create account

To the account owner when creating an account in Protemos.

Accept invitation

To a manager when accepting the invitation from a company to join their account as a manager.

To a vendor when accepting the invitation from a company to join their account as a vendor.

To a client when accepting the invitation from a company to join their account as a client.

Reset password

To the owner of an account when resetting a password.

Change profile settings

To the owner of an account when changing profile data.

Notifications sent to managers

Quotes

To a secondary manager (if assigned) when converting a quote to the project.

Projects

To a primary manager if assigned in a new project as a primary manager by another manager.

To a secondary manager if assigned as a secondary manager in a new project.

To primary and secondary managers if they're reassigned.

Jobs

When a vendor accepts a job

When a vendor completes a job

When the job that is not the first in the chain cannot be autostarted

Messages

From a vendor

From a client

Vendors

Vendor application

Notifications sent to vendors

Jobs

Job offer

Availability request (sent to vendors whose job is not the first in the chain)

Note: the estimated start date is the deadline of the previous job in the chain.

When the previous job in the chain is completed or the job is started by a manager

When a job deadline is changed

When a job is accepted

When a job is rejected

When a job is canceled

When a job is deleted

Tenders

When a vendor is added to a tender (first claimer type)

When a vendor claims a tender successfully

When a vendor is added to a tender (selected by a manager type)

When a vendor is selected for a job (succeeds in a tender)

When a vendor is not selected for a potential job (does not succeed in a tender)

Files

When a list of input files for a job is modified

Finances

Note: No finance-related notifications are sent if the "Finances visible" checkbox in a vendor's profile is unmarked.

Payables

When a payable is added

When a payable is updated

When a payable is deleted

Invoices

When an invoice is created

Payments

When a payment is recorded

When a payment is modified

When a payment is deleted

Messages

Notifications sent to clients

Quote requests

When a quote request was rejected.

Quotes and Multiquotes

When a quote/multi-quote was sent.

Projects

When a project was created.

When a project was completed.

Invoices

When an invoice was sent.

File:Client notifications (invoice sent).1.png

Messages

When a message was sent.

File:Client notifications (message sent).1.png

System reminders and notifications

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