Platform part
Activity
Every action recorded, and the notifications your team and your customers receive, each tuned per kind.
The notification bell: a preset set up, a quote opened by its customer and a service item due today, then a stock monitor that fired lands on top.
Monitor fired lands in the bell
Demonstration data
Why and how
- Why
- The team should hear about the moments that matter without watching every screen.
- How
- Each kind ships with a setting for the app and for email, which you, or each person, can change.
Where it appears
- AIA new request from a connected inbox, in the bell
- QuotesSent, opened and accepted, each a notification
- OrdersEvery status move on the order's trail, with its reason
- CustomersAn Activity tab of the customer's quotes and orders
- SuppliersA price moved notification when a list activates
- CatalogueImport finished or failed, in the bell
- StockCounts, locations and movements recorded to the activity stream
- ServicingEach move a service event and a trace event, together
- WizardNo match and website run notifications
- MachinistNest cut and stock low notifications from the plasma shop
- RouteDelivery completed recorded with the signature, and a webhook
- InspectA new signal on a tracked company, in the bell
- CommerceYour website's activity, in the bell
How it works
Loud when it matters
An accepted quote emails straight away, an opened one waits for the daily digest, and a design save stays in the app.
Your customers hear too
The messages you send customers are templates of simple blocks, with a preview against a real record, never raw HTML.
One trail per record
A quote or order keeps its own trail of sends, opens and status moves, each with who and when.
Questions
- Yes. An admin can give one person their own setting for any kind, in the app and by email.
- By default the critical ones straight away and the important ones in a daily digest; the rest stay in the app.