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Email Notifications

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Ability to control email notifications by user or role

We have several team members that need to be part of a project, but do not need to handle the day-to-day management of the subcontracts/billings. Please add the ability to set email notifications by user (and/or by role) for more tasks. The amount...
Christine Schmidt 5 months ago in Email Notifications 0

Auto Generated Email Language for Invoices processing for Payment

The General contractor should be able to modify the wording of the email notification so that it is applicable for our policies and timeline to align with our subcontracts. The internal timeline of closing out the accounting month and issuing paym...
Guest about 1 month ago in Email Notifications 0

Subcontracts marked "Contract Complete"

11:49:54) Shella: Thank you. (11:50:54) Shella: Can I ask another question? (11:51:49) Emily Gutoski: I spoke to our team and it looks like the ERP# is from your integration so we can identify issues a little easier. (11:52:00) Emily Gutoski: Yes!...
Guest 25 days ago in Email Notifications 0

Update Retainage Release notification

When Retainage is released, Triemble Pay automatically emails the subcontractor and states "Retainage has been released, please log in to submit your payment". This waste everyones time as the sub then logs onto Triemble Pay only to find out they ...
Guest 5 months ago in Email Notifications 1

Notify Accountant When Invoice Is Submitted

The Accountant role should receive a notification when an invoice is submitted and/or approved. I do not see another way of monitoring the status of the invoice. Any notifications only go to the Approver. Currently I click on each job to see the s...
Guest 5 months ago in Email Notifications 1 Already exists

Notify Subcontractors When We Receive a New Message

We missed an opportunity to revise a rejected billing because we saw the message late, with a few hours to spare. Would like to have an email notification when we receive new messages.
Guest 8 months ago in Email Notifications 1 Already exists