The Notifications screen allows you to pick what PDF is being sent to whom, your email settings and the default email body that your work orders will be attached to.
To find the notifications screen:
Log into Profit Rhino's web platform and click My Account.
Then Settings.
Then notifications.
Under PDF Settings, you can select what version of the PDF these receivers will get (The customer view or the technician view). The customer view hides information you wouldn't want a customer to see (quantities of items on option boards, individual prices of items on option boards) and the technician view includes that information.
Next, we have the Email Settings themselves, where you set up the following settings:
The office email that work orders will be sent to when Office is selected as a sender choice.
The default selection for who PDFs will be sent to (Office & Customer, Office Only, Customer Only, User Selects) This is really just going to save technicians time, since they won't have to click the checkbox next to customer every single time they try to send an email if you have customer selected.
The email address that appears on Work Order. This is just so you can set the email address a customer will see and may contact you at if they have questions.
Whether or not your logo appears in the email body that is sent out.
Whether your email is sent directly from the tablet (as in using the tablets mailing client) or from Profit Rhino's web client. I recommend always using Profit Rhino's client, which is "Server as yourservicework.com"
Finally, you have the area where you can customize the email body that is sent to customers:
