Notify my team when there are important changes to the status of a job. Currently, we need to communicate these events manually via text or email, which causes delays in job completion.
e.g. When the site work part of a job is complete, notify my office team to begin work on the floorplans.
Here are some example notification rules I may want to configure:
Notification 1: Notify floor planners when site work is complete
  • WHEN
    Pipeline stage 'Asbestos Surveys > Site Work'
  • CHANGES TO
    'Complete'
  • EMAIL
    Mark Malone
Notification 2: Notify managers when there's an issue
  • WHEN
    Pipeline stage 'Asbestos Surveys > Site Work'
  • CHANGES TO
    'Snag'
  • EMAIL
    David King