Defaults per role for each event and channel. People can override their own in My profile; urgent things (a vendor saying “call me”) default to push + SMS for Ops.
Read-only.Only Owner / Admin can change role defaults (your personal overrides below are always yours to change). You can review everything here.
Role defaults
Event
Work orders
Vendor replied on a WO (1 / 2 / 3)
“3 — call me” also creates a task
WO accepted but no date after 2 days
Vendor marked complete (photos attached)
Verify from the WO
Vendor change request
Approval needed
Sales
Client viewed a proposal
3+ views without signing escalates
Client accepted / declined / delayed
Campaign link clicked by a contact
Great time to call
Not relevant for this role
RFQ with no quote after 3 days
Money
Project ready to bill
Closing checklist passed
Not relevant for this role
Vendor invoice put on hold / disputed
Client payment received
Not relevant for this role
QuickBooks sync exception
Not relevant for this role
Vendors
COI expiring within 30 days / lapsed
Lapsed with open WO is urgent
Tasks
Task due today / overdue
Daily digest at 7:30am
Someone @mentioned you
Ops
Severe weather alert at client sites
Storm-response list
A locked project was reopened
Always audited
Delivery
Daily digest time
Tasks due, stuck items, yesterday's engagement.
Respect quiet hours for push & SMS
Outside business hours only urgent events get through.
Push goes to the installed PWA on phones. SMS uses the Twilio main number and counts against the monthly segment allowance. Ops gets SMS for vendor “3 — call me”