Notification for Administrators

Email notification

Setup Field Promax for Administrators to receive email

    1. When a schedule (visit) has been marked as complete by your Technician.
    2. When a work order has been closed.
    3. When an Estimate has been approved by your customer.
    4. When a change request has been submitted for an Estimate.
    5. When a Service request has been submitted by a customer.

Email notification

Setup Field Promax for Administrators to receive email

  • Email Settings: The above notifications are setup in their respective modules.
  • From the left panel go to Settings=> Company=> Work Order Settings=> Schedule Options
  • Schedule Options

  • From the left panel go to Settings=> Company=> Work Order Settings=> Post and Close Settings
  • Post and Close Settings

  • From the left panel go to Settings=> Company=> Estimate Settings
  • Estimate Settings

  • From the left panel go to Settings=> Company=> Service Request Settings
  • Service Request Settings