System reminders and notifications

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Revision as of 12:54, 4 February 2022 by Artem (talk | contribs) (Notifications sent to vendors)

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Contents

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

Not.M3.png


When a vendor completes a job

Not.M4.png


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

Not.M5.png


Messages

  • From a vendor

Not.M1.png


  • From a client

Not.M2.png


Vendors

Vendor application


Notifications sent to vendors

Invitation email

Jobs

Job offer

Not.V1.png


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

Not.V9.png

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

Not.V2.png


When a job deadline is changed

Not.V23.png


When a job is accepted

Not.V13.png


When a job is rejected

Not.V3.png


When a job is canceled

Not.V4.png


When a job is deleted

Not.V8.png


Tenders

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

Not.V14.png


When a vendor claims a tender successfully

Not.V15.png


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

Not.V16.png


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

Not.V17.png


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

Not.V18.png


Files

When a list of input files for a job is modified

Not.V5.png


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

Not.V10.png


When a payable is updated

Not.V11.png


When a payable is deleted

Not.V12.png


Invoices
When an invoice is created

Not.V19.png


Payments
When a payment is recorded

Not.V20.png


When a payment is modified

Not.V21.png


When a payment is deleted

Not.V22.png


Messages

Not.V0.png


Notifications sent to clients

Quote requests

When a quote request was rejected.

Client notifications (quote rejection)1.4.png

Quotes and Multiquotes

When a quote/multi-quote was sent.

Client notifications (quote sent to a client)1.3.png


Client notifications (multi quote sent to a user)1.1.png

Projects

When a project was created.

Client notifications (project started).1.1.png

When a project was completed.

Client notifications (project completed).1.1.png

Invoices

When an invoice was sent.

Client notifications (invoice sent).1.1.png

Messages

When a message was sent.

Client notifications (message sent).1.1.png