SiteMax Systems

Notification settings allow you to customize the notifications you receive for punch list items. This feature is useful for managing your Punch List workflow and staying on top of important updates for onsite activity.

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You can receive two types of notifications for punch list items: email notifications and push notifications. Email notifications are sent to your email address and can be accessed from any device. 

In-app or push notifications are displayed within the application and can only be viewed when logged in to the web or mobile app.

Customize notifications for each Punch Item action by choosing the Notification type and the target user. 

To add a new notification, follow these steps:

Navigate to Company Settings &gt; Modules &gt; Punch List

Scroll to the Notification Settings section

Click on the +Add Notification button

Select the Action you would like to set up Notifications for

1. PL Created, Status Changed, Completed, Resolution Updated, Resolution Photo Added, Due Date Changed, Past Due Date, Priority Changed, Assignee Added, User Assigned Changed, Value Changed

Enable Push Notification by marking the checkbox and selecting Targets

1. Office Manager, Field Manager, Creator, and Assignee

Enable Email Notification by marking the checkbox and selecting Targets

1. Creator, Assignee, Distribution (list?), Office Manager, Field Manager, Project Settings custom emails (distribution), Trade

1. Navigate to Company Settings &gt; Modules &gt; Punch List
2. Scroll to the Notification Settings section
3. Click on the +Add Notification button
4. Select the Action you would like to set up Notifications for
 1. PL Created, Status Changed, Completed, Resolution Updated, Resolution Photo Added, Due Date Changed, Past Due Date, Priority Changed, Assignee Added, User Assigned Changed, Value Changed
 
 
5. Enable Push Notification by marking the checkbox and selecting Targets 
 1. Office Manager, Field Manager, Creator, and Assignee
 
 
 
6. Enable Email Notification by marking the checkbox and selecting Targets 
 1. Creator, Assignee, Distribution (list?), Office Manager, Field Manager, Project Settings custom emails (distribution), Trade
 
 
 
7. Click Save to exit

Note: If all Notifications are enabled, the Action dropdown will be empty when adding notifications.

Ensure you keep your Notification Targets and Types up to date to prevent inundating users with notifications.

Make changes to the Notification Type and Targets

1. Navigate to Company Settings &gt; Modules &gt; Punch List
2. Scroll to the Notification Settings section
3. Click on the Action name
4. Make changes to the Notification Type and Targets
5. Click Save to exit

Select the Notifications you would like to archive using the checkboxes

1. Navigate to Company Settings &gt; Modules &gt; Punch List
2. Scroll to the Notification Settings section
3. Select the Notifications you would like to archive using the checkboxes
4. Click on the Actions dropdown
5. Select Archive
6. Confirm the action by clicking OK

Types of Notifications

Configure Notifications

Editing and Archiving Notifications