Creating Timed Notifications

In this article, we are going to set up a timed notification for an engineer a day before their planned time of arrival on a job.

First, in Clik Service go to Settings > Settings.

Select Communication > Notifications and click ‘Add’.

Choose your title for the notification, select the ‘Job Engineer Planning’ module and then click ‘Next’.

Next, choose the ‘Start Date’ property, select the ‘Days before’ option and type in “1”.

Set the time for your notification in the ‘Earliest Time to send this notification’ field.

Then select ‘Add New Action’ and select the type of notification you want to send. For this example, we are choosing ‘Email’.

Click on ‘Configure’ to create your message.

You can then select who will receive the notification by clicking on ‘Add Recipient’.

Then type in what you want the message to say. You can use tags to pull across information such as the job number by clicking on ‘Add Tag’.

Once happy, click ‘Ok’.

Click ‘Finish’ and you’ll have your notification set up.