Email Notifications and Alert Examples

Email Notifications and Alert Examples

Amber Harlow

CoConstruct makes it easy to communicate with your team, trade partners, and clients by enabling them to receive email notifications for tasks and other communications.  Think of CoConstruct like Grand Central Station that all trains pass through on their way to the final destination.  This means any replies a team member, trade partner, or client makes to a CoConstruct notification come back into CoConstruct for storage and organization before sending out additional alerts.

What do these notifications look like?  See the examples per user type below for a quick visual.

 

Builder Users

Clients

Trade Partners

Builder Users

Task Assignments - Schedule, To-dos and Warranty Tasks

For when new tasks are assigned or items are updated.

 

Change Orders

When a change order is created or approved by another team member or a client.

 

Comments, Messages & Questions

For any comments, messages or questions/replies posted by clients, trade partners or another team member throughout the project.

 

Selection Choices

When a selection is made by a client or another team member.

 

Warranty Requests 

Requests submitted by clients.

 

Client or Trade Partner File Uploads

Files or photos uploaded to the job by a trade partner or client user.

 

Email_to_Builder_Client_Photo_Upload_to_project.png

Project Summary Emails

Includes all updated, upcoming and overdue items for your project(s).

 

Task Summaries

Includes all overdue and upcoming tasks assigned to a user.

 

 

Clients

Change Orders

When a new change order is issued.

 

Invoices

When a new invoice is issued and emailed to the client.

 

Comments, Messages & Questions

When the builder, other clients or trade partners post comments, messages or questions/replies.  For more information on client communication, view our Help Center article here.

Email_to_Client_SpecsSelections_Comment_Using_at_mentions.png

 

Selection Choices

When a builder user or another client makes a selection.

Shared Files/Photos

 When you upload and share files and/or photos with clients, they receive a digest of all photos shared with them.  Files shared with clients send individually.

Photo_Email_Header_with_multiple_shown.png

Project Summaries

 

Trade Partners

 

Bid Requests

When a trade partner is sent a bid request from a project.  For more information on sending bids through CoConstruct, view our Bidding Overview article.

 

Purchase Orders

When a purchase order is issued to a trade partner and sent by email.  For more information on sending PO's through CoConstruct, view our Purchase Order Overview article.

 

Task Assignments - Schedule, To-dos and Warranty Tasks

For tasks assigned to a specific trade partner.  For more information on communicating with trade partners through task assignments, view our Help Center article here.

 

Task Summaries

Includes all overdue and upcoming tasks assigned to a trade partner.

 

Comments

For comments throughout the project shared with the trade partner.  For more information on including trade partners in comments, view our Help Center article here.

Email_to_Trade_Partner_Todos_Comment_Using_at_mentions.png