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Alerts and the notification inbox

Use the Inbox and Manage Alerts to send the right alert to the right person.

Alerts tell the right person when something happens: a tech gets a new job, a customer signs a quote, or a service report shows a problem. Every alert lands in your Inbox, and techs also get it in the mobile app.


▶ Watch: Alerts & the inbox (1:28)

Work your Inbox

  1. Click Inbox at the top of the left menu. The red badge shows how many alerts are open.
  2. Use the left panel to filter: All Inbox, Critical, Assigned to me, Mentions, Snoozed and Completed, plus categories (Jobs & Dispatch, Customers, Mentions & Team, Billing, System), priority, read status and date.
  3. Click an alert to open it. Related context links straight to the customer, the service or quote, and the assigned tech.
  4. Act on it: Mark Complete, Reassign, Add Follow-up, Mark as Unread, Snooze (1 hour, 4 hours, tomorrow or next week) or Dismiss. You can also reply or @mention a teammate under Reply or add follow-up.

Built-in alerts

Open Inbox → Manage Alerts to see every rule and switch each one on or off:

  • Job assigned, removed, or rescheduled: tells the assigned tech when a job today is added to, removed from or moved on their schedule.
  • Job marked complete: tells admins when a job's status changes to Complete.
  • @mentioned in job notes: tells anyone who is mentioned in a note.
  • Low chemical quantity on hand: tells admins when an item's quantity on hand drops below a number you set.
  • Tech is 30+ min late to appointment: tells the assigned tech and admins.
  • Quote signed: tells admins when a customer signs a quote.
  • Clock-in reminder: reminds a tech with jobs today who hasn't clocked in.

Choose who gets an alert and how

  1. In Manage Alerts, click the pencil icon on a rule.
  2. Under Priority, pick Critical, High, Normal or Low.
  3. Under Send via, choose In-App, Email and/or SMS.
  4. Under Who gets it, choose Admins, Assigned tech, one or more Roles, or specific People.
  5. Click Save changes, and make sure the rule's switch is on.

Example: tell sales and management when a quote is signed

  1. In Manage Alerts, click the pencil on Quote signed.
  2. Keep Admins selected, then open People and add your sales staff.
  3. Keep In-App and Email on, click Save changes, and turn the rule's switch on.

Example: a custom low-water alert for your service manager

  1. In Manage Alerts, click Create New Alert Rule.
  2. Name it (for example, Low water level).
  3. Under When, choose Service · Water Level, then is → Low and needs more water. Other service report readings work the same way, such as chlorine, pH, salt, filter pressure or water condition.
  4. Set Priority to High and turn on In-App and Email.
  5. Under Who gets it, open People and pick your service manager.
  6. Click Create rule. The next time a tech submits a service report with low water, the alert lands in your service manager's Inbox with the customer, service and tech attached.

What techs see in the mobile app

When a job is assigned, removed or rescheduled, the tech sees a banner in the POM app right away. If they're in another app, it arrives as a push notification on their phone.

Questions? Email help@poolofficemanager.com or call 614-710-0074.