How to enable or disable Alerts to your Field Workers

From your Dashboard, choose Options -> Users -> Manage Users

This shows you a list of different users in your system.
For this example we will add 'Email' as Alert type for the field worker Ethan White.
Click View next to field worker Ethan White's name

The Alert by field decides, how alerts are communicated to the field workers..
This options are explained below:

Following are the options of the 'Alert By' field:
1) Choose None to Disable any alerts to the field worker
2) Choose Email to send an email under the users name
3) Choose SMS to send an SMS for the mobile no listed under users name
4) SMS/E-Mail: Sends both, SMS & E-mail

More info on how to set up your users to receive SMS is available here

Click Save under user settings, when done..

Let us now see how you alert your field worker whenever a new job is created.

While creating a new job, Choose 'Alert' against the field workers name. This would notify them on the new job either via SMS or Email, based on your settings earlier.

Choose 'Dispatch' to dispatch the job to the field worker.. This also sends out an outlook calendar event to the field worker if it has been enabled in the user setup..

P.s Alert does not dispatch a job, it only sends a notification to the field worker about the new job.
If you would like the field worker to see and start this job on their mobiles/Ipad via their account, then select 'Dispatch'

As you can see, the alert feature syncs your field staff and job orders from your clients. It is a nice tip to keep in touch with your field staff and notify them of new jobs.