Available On: Lite, Starter, Professional and Business Plus
UpKeep keeps you informed with both email and push notifications on your mobile devices. If you want to customize or manage these notifications, this article will guide you through the process. Follow the steps below to adjust your email alerts and push notification settings to better suit your preferences. Note: There are some settings not available for customization.
By following a few simple steps, you can ensure that your notifications are tailored to your specific needs, helping you stay informed without being overwhelmed.
š”Keep in mind this applies only to individual users, you cannot toggle on/off someone elseās email or push notifications.
How to Manage Your Email Notifications
Users have the option to choose the email notifications that they wish to receive. You can disable and enable. NOTE: Some Settings do not apply to certain user types. For example: Technicians do not receive notifications about a request they did not submit.
If you wish to stop receiving certain email notifications such as updates for work orders, you can do so by toggling the corresponding settings off via the Notification Settings page. This applies to all email notifications including updates on completed work orders or newly created requests. Customize these settings to ensure you receive only the relevant alerts for your role. Non-admin users should note that by default, email notifications are triggered only after a work order request is approved and converted into a work order. Notifications can be further refined by modifying settings in the automated workflow settings for specific scenarios such as approvals.
SECTIONS:
Work Orders - General (Notifications specific to general work order events)
Work Order - Request (Notifications specific to requested work order events)
Purchase Orders - Business Plus Only
Parts/Inventory - Admins Only
Summary and Reports - Notifications specific to daily summaries and reports
Steps for Web Application:
Start by clicking Profile icon located up in the left corner of your screen.
Select/Click Notification Settings
Toggle on/off to Enable/Disable all Email Notifications
Once toggled, the Settings will save!
To configure notifications for specific events, navigate to the Notification Settings menu, locate the notification type you wish to edit (e.g., Completed Requests), and toggle it on or off based on your preferences. This ensures users can fine-tune notifications for their operational needs. To notify specific users directly, utilize the @ mention feature in comments. Simply type '@' in the comment section and select the user from the list. The mentioned user will then receive a notification, ensuring important updates reach the right individuals. Advanced users can enhance their notification management by accessing UpKeep's automated workflow settings. To do this, navigate to Settings > Automation > Automated Workflow settings, or use this direct link: Automation Settings. Here, you can customize triggers such as work orders being approved or placed on hold.
How to Change Shift Status on Web
You can easily manage your notifications in UpKeep by switching between "On Shift" and "Off Shift" modes. When you're off shift, notifications are disabled, and you can re-enable them once you switch back to on shift. NOTE: On-Call has the same functionality as On-Shift at this time.
Steps to Update Your Shift Status:
Click on your Profile icon.
Select "View Profile."
Update your shift status to "Off Shift" to disable notifications, or back to "On Shift" to re-enable them.
How to Manage Push Notifications on your Mobile Devices
You can download UpKeepās mobile apps for iOS and Android. If your push notifications are enabled for the app, youāll also receive push notifications when relevant!
The mobile app also has a built-in notifications hub in case you miss a push notification!
For iOS:
On the Home Screen, locate the
icon in the top right corner. Tap that icon to open up the settings page
From here, locate the tab where you see your email address.
Tap your email address to edit your profile page
Change your Shift Status to "Off-Shift, On-Call, or On-Shift" by tapping on the status you'd like to apply.
Then, Tap Push Notification Settings to be redirected to your iOS deviceās UpKeep app settings.
Or you can also navigate straight to your deviceās app settings
Tap on Notifications and make sure āAllow Notificationsā is toggled on
Adjust your alerts the way you prefer and youāre all set!
For Android:
On the Home Screen, locate the
icon in the top right corner. Tap that icon to open up the settings page
From here, locate the tab where you see your email address.
Tap your email address to edit your profile page
Change your Shift Status to "Off-Shift, On-Call, or On-Shift" by tapping on the status you'd like to apply.
Then, Tap Push Notification Settings
Tap on Notifications and make sure āAllow Notificationsā is toggled on
You can also navigate to youAndroid deviceās settings and navigate to Apps and select UpKeep
Then tap on Notifications
Make sure that āShow Notificationsā is toggled on
Adjust your preferences as needed and youāre all set!
How to View Notification Activity
Select the Bell Logo in the upper left panel
You will see a popover screen with your notifications
FAQs About Email and Push Notifications
How can I use the @ mention feature in notifications?
The @ mention feature allows users to notify specific individuals directly within comments. To use this feature, type '@' in a comment and select the user from the list. They will be notified immediately, ensuring they don't miss critical updates.
How Can Other Users Manage Their Notifications?
Each user maintains their notification settings independently. If you want to ensure others donāt receive unnecessary notifications, they can adjust their settings within their profile. For a detailed video guide, visit: How-to video on disabling notifications.
I am not receiving notifications as expected?
Make sure that you have allowed notifications via email and mobile. It happens to the best of us:)
If I disable email and push notifications, will I still be able to filter for work that I am assigned?
Yes, the filtering capabilities are not determined by your notifications settings.
For additional resources, you can visit the UpKeep Help Center, which includes troubleshooting support and detailed guides for different notification settings.