Notifications Overview
Notifications in BuildOps help you stay updated on important changes, such as customer-approved quotes, job status updates, and fulfilled purchase orders.
Accessing Notification Preferences
To customize your notification settings:
Click on your user icon.
Select "Preferences".
In the Preferences window, customize settings under the following categories:
Quotes
Jobs
Procurement
Notifications for Quotes
Receive notifications when a quote status changes:
Quote Approved - Notification when a quote is approved.
Quote Job Added - Notification when a job is created from an approved quote.
Quote Rejected - Notification when a quote is rejected.
Customizing Quote Notifications
Select one of the following options:
Watching - Receive notifications for quotes you are watching or if your name is listed as Account Manager or Sold By.
All - Receive notifications for all quotes.
None - Disable quote notifications.
Watching Quotes
To receive notifications for a specific quote:
Navigate to the Quote Page.
Click the eye symbol in the upper right corner.
Click the eye symbol again to stop watching.
Account Manager or Sold By
Instead of manually watching quotes, you can set yourself as Account Manager or Sold By to receive notifications for approved quotes.
Notifications for Jobs
Receive notifications for job status changes:
Quote Needed - Notification when a technician requests a quote.
Review Needed - Notification when a job report requires review.
POs Needed - Notification when a technician requests a purchase order.
Ready to Invoice - Notification when a job is marked as ready for invoicing.
Note: Invoice status must be manually changed to "Ready to Invoice" to trigger a notification.
Customizing Job Notifications
Choose from:
Watching - Receive notifications for jobs you are watching.
All - Receive notifications for all jobs.
None - Disable job notifications.
Note: Users listed as Account Manager or Sold By will only receive a notification when a job’s quote status changes to "Quote Needed".
Watching Jobs
Navigate to the Job Page.
Click the eye symbol in the upper right corner.
Click the eye symbol again to stop watching.
Notifications for Procurement
Receive notifications for purchase order and receipt updates:
PO Fulfilled - Notification when a purchase order is fulfilled.
Receipt Review Needed - Notification when a receipt requires review.
Note: The Review Needed status must be manually set on the receipt page to trigger a notification.
Customizing Procurement Notifications
Choose from:
Watching - Receive notifications for watched POs/Receipts.
All - Receive notifications for all POs/Receipts.
None - Disable procurement notifications.
Watching Purchase Orders
Navigate to the Purchase Order Page.
Click the eye symbol in the upper right corner.
Click the eye symbol again to stop watching.
Watching Receipts
Navigate to the Receipt Page.
Click the eye symbol in the upper right corner.
Click the eye symbol again to stop watching.
Accessing Notifications
Click the bell icon to view notifications, categorized as:
Unread
All
A red dot will appear on the bell when new notifications arrive. Click a notification to go directly to the relevant page.