Choose what matters
Turn individual customer activity alerts on or off in company settings. Changes apply to new activity.
KNOW WHEN YOUR TEAM NEEDS TO ACT
See when a new request arrives or a customer takes the next step. Choose which alerts your company uses and who should receive them.
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Choose what deserves an alert.
Send the update to the right people.
A GARAGE DOOR WORKDAY, MADE SIMPLER
Your company can select alerts for new requests, estimate changes and approvals, payments and deposits, and the first customer view of an estimate or invoice. Keep the updates relevant to the people doing the work.
Turn individual customer activity alerts on or off in company settings. Changes apply to new activity.
Choose owners, office admins, dispatchers or, where available, assigned technicians. Existing record permissions still apply. New request alerts go to selected office roles until the request is assigned.
Open the notification inbox in OperatorFlo. Each phone or iPad can separately enable device alerts; delivery depends on device settings and connection.
GOOD TO KNOW
Clear answers before you get started.
Customer activity alerts identify the customer and the relevant request, estimate or invoice number. Notification previews on your device control when this is visible.
No. Companies choose recipients by alert type, and assigned technicians receive alerts only for records they are allowed to access.
No. These are internal customer activity notifications. Customer-facing estimate and invoice email reminders are configured separately.
YOUR TRADE. YOUR TEAM. YOUR NEXT CHAPTER.
Your first truck or your whole fleet. Everyone’s included.
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