Setting Up Email Notifications
The Inspection Workflow sends email notifications when an inspection is created and when a report is submitted.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Commercial inspections
Quick Reference
Open the project and click the Workflow tab.
Step 1: choose the events.
Step 2: choose the recipients and the email fields.
Turn on Enabled and click Save.
Save the set as a template to reuse it on the next project.
Before You Start
The project's borrower and contractor emails are filled in on the Overview tab.
You know who else should hear about this project, such as a draw desk mailbox.
Step 1 — Open the Inspection Workflow
Workflow tab
The Inspection Workflow has two steps on one canvas: the status change that triggers an email, and the notification that goes out. The project header shows whether email notifications are set up.
Step 2 — Choose the Events
Inspection status change
Step 1 lists the events: Inspection created and Report submitted. Keep one or both.
Step 3 — Choose Who Hears
Project contacts
Choose which project contacts hear about it, with a switch each for the Borrower and the GC.
Team copy
Teammates can copy themselves with Send me a copy. Each person can only add or remove their own email.
Additional
Add any other mailbox, such as a draw desk, with Add recipient, a full name and an email.
Step 4 — Choose What the Email Says
Email fields
Pick the details each email carries and put them in order. Each event has its own tab, with a searchable field list, a tick and a drag handle per field, and a live preview. Fields include the project name, address, type and stage, the inspection type and number, the borrower and contractor, percent complete, request date, loan ID and special instructions.
Step 5 — Save and Reuse
Enabled, then Save
Turn on Enabled and click Save. The badge in the project header changes to Notifications: On.
Templates
Save the set as a template and apply it to the next project in a few clicks. Open the template menu, choose Save current as template, and pick it on the next project. Templates are stored in your user preferences.
One project, its own rules
One project can run its own rules. Start from the company default and change what this project needs.
These are email notifications. Check the recipient addresses before you save.
Tips
DO
- •Add the draw desk mailbox once and save it in your template.
- •Put the fields your team reads first at the top of the email.
- •Check the live preview for each event before you save.
WATCH FOR
- •Teammates add their own copy. You cannot add another user's copy for them.
- •Templates are stored in your user preferences, so each user saves their own.
Troubleshooting
Commercial draw workflow
- Set up email notifications (this guide)
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