Customer Portal Alert Notifications

Enable notifications for the Customer Portal to ensure prompt responses to customer needs, which is crucial for scheduling and providing reassurance through timely communication.

Enabling Alerts
Who Receives Alerts?

Enabling Alerts

1. Go to Customers > Manage Customer Portal.
2. Click Manage My Alerts.
3. Enable alerts.
   • New Service Request - Triggered when a client submits a new service request via the portal.
   • New Supply Request - Triggered when a client submits a new supply request.
   • New Feedback - Triggered when a client submits feedback.
   • Request Resolution Confirmation Received - Triggered when a client confirms a resolved request.
   • Request Cancelled - Triggered when a client cancels an existing request.
   • New Message from Client - Triggered when a client adds a message to a request. Alerts are sent to involved users; you can opt to be copied on all messages.
   • New Message to Client - Triggered when a JM user sends a message to a client. Useful for monitoring outgoing communication.
4. The page will save automatically.

Who Receives Alerts?

Set up notifications by location and employee as needed. Employees must be trained and assigned to the location to receive alerts.

1. Go to Customers > Manage Locations.
2. Click on the Edit Pencil for a location.
3. Open the Assignments subtab.
4. In the Actions column, click + Assign on employees who should receive the location's Customer Portal alerts.
5. Choose how the user receives alerts.
   
   • Email - Sends to the employee's email address.
   • None - The employee will not receive alerts.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.