Notification Settings

Configure email and in-app notification preferences for different event types

Notification Settings

Notification Settings allow you to control when and how you receive alerts about important events in DrillerDB. Configure preferences for both in-app and email notifications.

Quick Start: Configure Notifications

Click profile menu > Notification Settings
Toggle notification types on/off
Choose delivery method (in-app, email, both)
Set email frequency (instant, digest)
Click Save

Critical security notifications cannot be disabled. This ensures you always receive important alerts about account security and system issues.

Step-by-Step Workflow

Click profile menu > Notification Settings
Toggle notification types on/off
Choose delivery method (in-app, email, both)
Set email frequency (instant, digest)
Click Save

Notification Types

System Notifications

Built-in notifications for key events:

Project Updates

New project created
Project status changed
Project assigned to you
Project completion
Proposal approved or rejected

Scheduling Events

Project scheduled on your calendar
Schedule change or conflict
Assignment to project
Crew assignment changes
Overdue projects

Financial Notifications

Invoice created
Payment received
Invoice overdue
Down payment received
Payment failed

Field Operations

Tower up notification
Tower down notification
Daily log submitted
GPS check-in completed
Hazard report filed

Customer Activity

Quote opened by customer
Quote link clicked
Proposal viewed
Invoice viewed
Customer portal registration

Equipment Alerts

Maintenance due
Maintenance overdue
DVIR report submitted
Equipment inspection required
Service log added

Notification Channels

In-App Notifications

Bell icon notifications within DrillerDB:

Display Settings

Show badge count on bell icon
Auto-clear read notifications
Notification retention period
Sound alerts (on/off)

Priority Levels

High priority (red badge)
Normal priority
Low priority (informational)

Actions

Click to view details
Quick actions from notification
Mark as read/unread
Dismiss or snooze

Email Notifications

Receive notifications via email:

Email Frequency

Instant - Send immediately
Hourly digest - Batched every hour
Daily digest - Once per day summary
Weekly digest - Weekly summary

Email Format

Plain text
HTML formatted
Include action buttons
Attach relevant documents

User Preferences

Personal Notification Settings

Each user controls their own preferences:

Click profile menu > Notification Settings
Toggle each notification type on/off
Choose delivery method (in-app, email, or both)
Set frequency preferences
Save changes

Changes take effect immediately.

Notification Categories

Organize preferences by category:

Critical Notifications (cannot be disabled)

Account security alerts
Payment failures
System maintenance announcements

Important Notifications (recommended)

Assignments to you
Customer interactions
Financial updates
Schedule changes

Optional Notifications

General project updates
Team activity
Informational alerts
Marketing updates

Company-Wide Settings

Move the project to Open Job when a proposal is accepted

Settings > Notifications has a switch called Move the project to Open Job when a proposal is accepted. It is off until an admin turns it on.

With it on, an accepted proposal moves the project to Open Job for you, so nobody has to retype the status of a job you have already won.

That covers both ways an acceptance reaches DrillerDB. A customer signing in the portal moves the project, and so does an office user recording an acceptance that arrived by phone, on paper, or in person. The same yes gets the same result, whoever entered it.

Recording an acceptance in the office does not email the customer. Someone who already said yes on paper should not receive a notice asking them to approve.

The switch is deliberately narrow. The screen puts it this way:

Applies whether the customer signs the proposal or your office records the acceptance, and only while the project is still a Proposal. Change orders and jobs that already moved on are left alone.

The two exclusions it names are exact. A change order does not move anything, and a project already on Open Job or Complete is not pulled backwards. Open Job is the only status this can set. There is no second target to choose, which is why the control is a switch rather than a list.

The status limit it names is narrower on screen than in practice. A project still on Proposal moves, and so does one on Pending, and so does one whose status was never set at all. What the switch will not do is drag a job backwards once it has moved on.

With it off, nothing changes: approval records the customer's decision and you advance the status yourself, as described in Approval Workflow.

Admin Controls

Administrators can set company-wide policies:

Required Notifications

Force certain notifications for all users
Ensure critical updates reach team
Compliance and safety notifications

Notification Standards

Default settings for new users
Recommended preferences
Best practice configurations

Bulk Updates

Update all users at once
Role-based notification sets
Push notification changes

Team Notifications

Configure notifications for specific teams:

Office team notification set
Field crew notification set
Management notification set
Custom team configurations

Event-Specific Settings

Project Notifications

Fine-tune project-related alerts:

Notify When

Assigned as project manager
Added to project team
Project reaches certain status
Project overdue
Customer interaction

Notify Whom

Project manager only
Entire project team
Specific roles
Custom notification list

Schedule Notifications

Control scheduling alerts:

Daily Schedule Digest

Send each morning at specified time
List of today's scheduled jobs
Crew assignments
Job locations and details

Schedule Changes

Immediate notification of changes
Conflict alerts
Cancellation notices
Weather-related updates

Customer Notifications

Track customer engagement:

Quote Tracking

Quote opened notification
Link clicked notification
Time on page tracking
Engagement scoring

Portal Activity

Customer portal login
Document downloads
Invoice viewed
Payment initiated

Mobile Notifications

Push Notifications

For field users on mobile:

Enable Push

Allow notifications on mobile app
Sound and vibration preferences
Lock screen display
Badge app icon

Mobile-Specific Alerts

GPS check-in reminders
Daily log reminders
Tower up/down prompts
Emergency notifications

SMS Notifications

Text message alerts for critical events:

SMS Events

Emergency alerts
Schedule changes within 24 hours
Customer urgent requests
Equipment breakdowns

SMS Settings

Mobile number for SMS
Time restrictions for SMS
SMS frequency limits
Opt-out option

Managing Notifications

Notification History

View past notifications:

All notifications list
Filter by type or date
Search notification content
Export notification log

Notification Actions

Act on notifications directly:

Approve/reject proposals
Acknowledge alerts
Respond to requests
Mark as complete

Bulk Actions

Manage multiple notifications:

Mark all as read
Clear all notifications
Filter and bulk dismiss
Export selected notifications

Troubleshooting Notifications

Not Receiving Notifications

If notifications aren't arriving:

Check Email Settings

Verify email address is correct
Check spam/junk folder
Add DrillerDB to safe senders
Confirm email preferences enabled

Check In-App Settings

Browser notification permissions
Do not disturb mode disabled
Notification preferences enabled
Pop-up blocker not blocking

Too Many Notifications

Reduce notification volume:

Switch to digest mode
Disable optional notifications
Set stricter filters

Notification Delays

If notifications are delayed:

Check internet connection
Verify notification queue status
Contact support if persistent
Review delivery logs

Email Templates

Customizing Email Content

Administrators can customize notification emails:

Email Components

Subject line format
Header branding
Body text
Call-to-action buttons
Footer information

Merge Fields

Insert project details
Customer information
User name
Date and time
Custom fields

Testing

Send test emails
Preview all formats
Test across email clients
Verify links work

Customized templates maintain professional branding while delivering important information.

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