Shift Notifications in Ontraccr: Internal, External & Update Alerts
📨 Shift Notifications in Ontraccr: Internal, External & Update Alerts
📘 Article Purpose
This article explains how notifications and reminders work in the Field Schedule—how to configure internal and external alerts, what triggers them, and which settings control their delivery.
🔔 Two Types of Notifications
1. Reminders
Used to notify users (internal or external) before a shift or event starts
2. Update Notifications
Automatically sent when a shift is edited or reassigned
⏰ Setting Up Reminders (Internal + External)
You can add reminders when creating or editing a Shift or Event.
📍 Where to Find It
In the shift or event slider, expand the Reminders section.
🔹 Internal Reminders (To Team Members)
Notify internal users via email about upcoming shifts/events.
Timing options:
- At time of event
- 5 / 10 / 15 / 30 minutes before
- 1 / 2 hours before
- 1 / 2 days before
✅ You can add multiple reminders per shift
🔹 External Reminders (To Customers or Clients)
Same timing options as internal reminders.
Additional step:
- Select the recipient from a list of:
- Project billing contacts
- Customer profile contacts
- Or manually type any email and hit Enter
📧 All external reminders are sent via email
✉️ Example Use Cases
| Scenario | Reminder Type | Notes |
|---|---|---|
| Let the customer know your team is arriving tomorrow | External | “We’re arriving at 9AM tomorrow” |
| Remind a technician about a job | Internal | “Don’t forget your 8AM shift” |
| Send safety form reminder monthly | Event + Internal | Useful for recurring compliance |
🔄 Shift Update Notifications
These are triggered automatically when a scheduled shift is:
- Edited (e.g., time changed)
- User is added or removed
- Shift is reassigned
🧠 This ensures that workers know their schedule was updated.
⚙️ Global Notification Settings to Check
To ensure notifications are sent correctly, go to:
Settings > Notifications
✅ Enable These:
Shift Assignment/Update Notifications
Sends alerts to users when a shift is assigned or changed
Scheduled Shift Reminders
Sends time-based reminders to assigned users
⚙️ Also Check Preferences
In Settings > Preferences, make sure:
- Email Notifications are enabled
- Push Notifications are enabled (for mobile)
📱 Push notifications appear in the Ontraccr mobile app.
🧠 Edge Case: No Notifications?
If users don’t receive reminders or updates, check:
- The role permissions (do they have access to view the shift?)
- Their contact details are correct
- The correct notification settings are toggled on