Platform part
Monitoring
Watchers set against an area that check on a schedule and act when something changes.
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
- Nobody can watch every quote, order and stock line all day.
- How
- Each monitor checks every fifteen minutes, hourly or daily, notifies the team or calls a webhook, within a daily limit.
Where it appears
- QuotesQuote unanswered, quote expiring and a saved list crossing a number
- OrdersOrder overdue, past its promised or expected date
- CustomersCustomer gone quiet and customer came back
- SuppliersSupplier price moved past a set percentage
- StockStock below a level and reorder point reached
- ServicingService due, a set number of days ahead
- MachinistMachine idle, with no run recorded for a set time
- RouteDelivery late, minutes past the close of its window
- InspectA new signal on a company you are tracking
How it works
Offered where it applies
Each area offers only the kinds that fit it and your products; a monitor whose product goes off is paused, not deleted.
Lands in the bell
A fired monitor is a notification in the bell, kept in the app unless someone asks for email.
A daily limit on every monitor
Each monitor fires at most its daily budget, then stops until tomorrow and says so.
Questions
- Every fifteen minutes, hourly or daily, depending on the kind. Delivery late checks every fifteen minutes.
- Each kind sets the lowest role allowed: sales for quote and customer watchers, engineer for stock, supplier, service and machine ones.