Control which automated notifications BeanRails sends to your customers when work or document statuses change.
Accessing Notifications
Go to Settings → Notifications.
The page is split into two sections: Work Notifications and Document Notifications. Click any row to open its configuration modal.
Work Notifications
Sent to the contact linked to a work when the work status changes:
| Event | Sent when… |
|---|---|
| Vehicle Assigned | A vehicle/driver is assigned to the work |
| Heading | The driver marks themselves as heading to the work |
| Arrived | The driver marks arrival at the work site |
| Work Start | 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 quotation or invoice is emailed to a contact |
Configuring a Notification
Click any notification row to open the configuration modal. It has three sections:
Enable toggle
Turn the notification on or off globally. When disabled, no messages are sent for that event regardless of other settings.
General tab
| Setting | Description |
|---|---|
| Notification Channels | Choose Email, WhatsApp, or both. WhatsApp is only shown if your WhatsApp integration is active. |
| Reminder Time | For reminder events only — set the time of day the reminder is sent (uses your team timezone) |
Email tab
| Setting | Description |
|---|---|
| Subject | Customise the email subject line |
| CC | Carbon copy an additional address (e.g. a manager) |
| BCC | Blind carbon copy an address (e.g. an audit inbox) |
| Email Body | Rich text editor to customise the full email body |
Subject variables for work notifications:
{{ company_name }}— your company name{{ work_number }}— the work reference number{{ report_number }}— the completion report number
Subject variables for document notifications:
{{ company_name }}— your company name{{ document_type }}— Invoice or Quotation{{ document_number }}— document reference number
Click Preview to see a rendered preview of the email before saving.
WhatsApp tab
Configure a Twilio Content Template SID and map template variables to BeanRails data fields. Only visible when the WhatsApp channel is enabled.
Tip
Enable the Day Before reminder to reduce no-shows — customers appreciate the heads-up.