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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.

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:

  1. Click profile menu > Notification Settings
  2. Toggle each notification type on/off
  3. Choose delivery method (in-app, email, or both)
  4. Set frequency preferences
  5. 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

Quiet Hours

Set times when notifications are paused:

  • Define quiet hours (e.g., 8 PM to 7 AM)
  • Weekend notification pause
  • Vacation mode
  • Critical alerts bypass quiet hours

Company-Wide Settings

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
  • Enable quiet hours
  • 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.