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Keep Clients Updated with Service Notifications

Site Contacts allow you to automatically notify clients, property managers, tenants, or any other stakeholders about activity at a site.

Once a contact has been added to a Site, you can choose which notifications they receive based on the information they need.

Add a Site Contact
  1. Navigate to Sites.
  2. Edit the Site you would like to update.
  3. Locate the Site Contact section.
  4. Enter the contact's information.
  5. Enter an email address.

An email address is required before notification options can be enabled.

 

Available Notification Options

Send Email When a Site Is Started

The contact will receive an email notification whenever service begins at the site.

Send Email When a Site Is Completed

The contact will receive an email notification when service has been completed.

Send All Photos When a Site Is Completed

The contact will receive all photos captured during the service visit once the work has been completed.

Send Service History Reports

Automatically send a Service History Report based on your selected report template. This allows recipients to receive detailed information about completed services.

Batch Reports (Most common)

Batch Reports send a daily summary of activity for a site.

When enabled, the contact will receive a report at the specified time each day. The report includes a summary of the site's activity, including how many times the site was serviced during the reporting period. For example, if the report time is set to 7:00 AM, the contact will receive the report each day at 7:00 AM.

Bulk Dispatch Offers

Enable this option to enroll the site for bulk dispatchs. Learn more about bulk dispatch here.

 

Best Practices

Different contacts often require different types of updates:

  • Property Managers may prefer Service History Reports and completion notifications.
  • Tenants may only need service start and completion notifications.
  • Operations teams often benefit from daily Batch Reports.
  • Stakeholders requiring visual confirmation may want service photos sent automatically.

By configuring Site Contact notifications, you can keep the right people informed without requiring manual updates from your team.