Control which automated emails BeanRails sends to your customers when work or document statuses change.
Accessing Notification Settings
Go to Settings → Notifications.
Work Notifications
These emails are sent to the contact linked to a work when the work status changes. Toggle each event on or off:
| Event | Sent when… |
|---|---|
| Vehicle Assigned | A vehicle/driver is assigned to the work |
| En Route | The driver marks themselves as heading to the work |
| Arrived | The driver marks arrival at the work site |
| Work Started | The technician starts the work |
| In Progress | Work status moves to in progress |
| Completed | Work is marked complete |
| Failed | Work is marked as failed |
| Cancelled | Work is cancelled |
| Rescheduled | Work date/time is changed |
| Reminder (Day Before) | Sent the day before the scheduled date |
| Reminder (Day Of) | Sent on the morning of the scheduled date |
Document Notifications
| Event | Sent when… |
|---|---|
| Document Sent | A quote or invoice is emailed to a contact |
Email Subject & Content
Each notification has a customisable email subject line. Subjects support template variables:
{{ company_name }}— your company name{{ work_number }}— the work reference number{{ report_number }}— the completion report number{{ document_type }}— Invoice or Quotation{{ document_number }}— document reference number
To customise the email body template, go to Settings → Templates and edit the corresponding notification template.
PDF Attachments
For Completed and Failed work notifications, you can optionally attach a PDF report to the email. Toggle Attach PDF on those events to enable it.
:::tip
Enable the Day Before reminder to reduce no-shows — customers appreciate the heads-up.
:::