How can I set up instant alert and summary emails to keep my clients informed?

updated

January 16, 2020

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Keeping your clients updated about their home's progress is crucial. In CoConstruct, Summary Emails and Instant Alerts work hand in hand to keep your clients informed, without bombarding them with unnecessary messages.

Summary emails can be sent daily (Monday through Saturday), weekly, or not at all. These emails report if there is something new, upcoming, or urgent on their project, such as new photos, pending change orders, or selections that need to be addressed. If there is nothing new to report, an email will not be sent.

The Instant Alerts immediately notify clients of new comments, messages, questions, change orders and selection choices. They can then reply to those emails to have their responses logged in the site.

When you invite your clients to the project, you can select which of these emails you want them to receive.

You can check or adjust their notification settings at any time by clicking the "i" info icon next to your project on your dashboard, selecting "Edit project setup," and looking down in the Clients section.

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Clients can also control these settings by clicking on the Settings link in the top right of their main dashboard.

If your clients have email-only access, they will automatically enabled to receive instant alerts for comments, messages, change orders, invoices, and file & photo uploads.  Summary emails are not available for clients with email-only access.

 

Note: Client login access is only available on CoConstruct's Plus plan.  Core and Standard accounts are enabled to give clients email-only access.

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