Automatically notifying your customer when a job is added
Okappy provides a seamless way to keep your customers informed about the jobs you add. You can automatically notify your customers by SMS text message or email when a job is added.
This support article guides you through the process of setting up email notifications for customers each time a new job is added in Okappy.
Steps to Enable Email Notifications
1. Access the new job function
- Navigate to the jobs screen from within the Okappy platform
- Click the New job button
2. Select the Job type
- Choose an appropriate job type for the task
Note: Ensure the chosen job type includes an email field. This is required for the notification.
3. Select your customer
- Select your customer from the list, or start entering their details
4. Fill in the job details
- Complete the job details ensuring the correct email address is entered in the email field. This is where the notification will be sent.
5. Set up notifications
- Click the Notifications option
- Check the checkbox labelled Advise customer by email that their job has been added
6. Add the job
- Once all the details are correctly filled in, click on the Add job button
- The job will be added to the system, and an email notification will be sent to the email address provided in the job details
Important note
Okappy will remember your settings and will automatically send an email every time a new job is added. Provided there is a valid email address in an email field of the job details.