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Setting vendor notifications
Setting vendor notifications
Updated over 4 months ago

You can set notifications for your vendors to receive alerts for system actions and events related to their tasks via email, SMS, and/or browser push alert.

For example, you could set up a notification to alert the vendor when a new task has been assigned.

Enable vendor & task notifications

Notifications can be configured to send to vendors & contacts responsible for housekeeping, maintenance, & inspections, relating specifically to those property care tasks.

To configure these notifications, from the top navigation menu, click the dotted icon to open the Quick Actions menu and select "View/Add Contact."

Select the notification bell icon to the left of the contact/vendor whose notifications will be configured:

Use the individual checkboxes and/or the heading row group checkboxes to enable which notifications will be sent to the selected user.

Once you're satisfied with the selections, press the blue "OK" button to save and close the menu. Notifications will now be delivered for the selected events using the given delivery methods.

Email delivery settings

In order for email notifications to be sent, you'll need to configure your outbound email settings.

To check that outbound email delivery settings are properly configured, navigate to:

  1. Global Settings

  2. Settings Assistant

  3. Account Setup

  4. Outbound Email Settings

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