Notifications

Notifications


Setting up Notifications


This tutorial explains how to use notifications in TBN to alert specific personnel via email when a trigger happens. Notifications can be customized to suit various needs and requirements including specifying who needs to be notified and tailoring email templates.

  1. Notifications in TBN can be used to trigger email alerts to specific staff when a certain action occurs such as when a customer requests a quote.
  2. Notifications settings can be accessed under the company setup, in the general settings and notifications section.
  3. You can choose what type of notification you want, such as selecting 'Quote Requested'
  4. Selecting assigned Salesperson or specific contact every time a trigger is met.
  5. Users can customize email templates and use data from the quote, booking or invoice to ensure the email contains the pertinent data. 
  6. Adding Multiple recipients using commas.
  7. Set up SMS notifications if desired,

List of available triggers-

  1. New Accident logged
  2. Booking Created
  3. Booking Canceled 
  4. Booking Canceled X days before first departure date
  5. Booking Contract Signed
  6. Booking Created greater than X dollars
  7. Booking Created less than X days before first departure
  8. Driver rejected an assignment 
  9. Driver rejected an assignment less than X days before departure
  10. New Incident logged
  11. Portal Quote greater than X dollars
  12. Quote created less than X days before departure
  13. Quote Declined
  14. Quote Requested
  15. Web Quote greater than X dollars
  16. Web Quote submitted.

Overview

This module explains how to set up email notifications in OpsDriver. Notifications are automatic emails triggered by events (like quote submissions or booking confirmations) and are used to alert internal staff or customers.

1. What Are Notifications?


Notifications in TBN are event-based triggers that:

  • Use a selected email template

  • Are sent to designated email addresses

  • Help keep your team informed in real-time when key activities occur (e.g., a quote request, payment received, booking updated)

2. Accessing the Notification Settings


Steps:

  1. Go to Company Setup

  2. Click on General Settings

  3. Select Notifications


You’ll see a list of available system events that can trigger notifications.


Note: TBN is continuously adding new notification types.

3. Creating a New Notification


Let’s say you want to notify a salesperson whenever a quote is requested:


Instructions:

  1. In the Notifications list, select “Quote Requested”

  2. The system will prompt you to choose an email template

    • You must create this template in advance under Email Setup

    • Example: “Quote Requested – Staff Alert”

  3. After selecting the template, enter the email addresses that should receive the alert

4. Customizing Notifications by Event Type


You can create different templates and routing for various events, including:

  • Quote submitted

  • Quote converted to booking

  • Booking updated

  • Payment made

  • Refund issued


Each one can have its own:

  • Template

  • Recipients

  • Messaging logic

5. Best Practices

  • Use consistent naming for templates (e.g., “Booking Confirmed – Ops”)

  • Always test notifications with a dummy booking before deploying

  • Regularly audit recipient lists to ensure routing stays current

  • Separate staff alerts from customer-facing notifications for clarity







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