Scheduled reports and alerts

Open Reporting → Scheduled→ ("Scheduled reports & alerts"). All three kinds send in your business's timezone. Each one has Pause / Resume and Delete.

Email digests

1. Press + New digest.
2. Give it a Name and pick a Report: Business summary (revenue, receivables, open jobs and stock), Finance (invoiced, outstanding, overdue), Workshop (open jobs and quotes raised), Sales (pipeline and quote acceptance), Purchasing (committed spend and late deliveries), Inventory (products at or below reorder point), Tasks or Tickets.
3. Choose Frequency (Daily, Weekly with a Day, or Monthly with a Day of month) and Send at (hour).
4. Recipients: email addresses separated by commas (you, by default).
5. Press Create digest.

Threshold alerts

1. Press + New alert.
2. Watch one of: overdue receivables ($), overdue invoice count, jobs blocked on parts, overdue jobs, products at or below reorder point, POs past expected delivery, open support tickets, overdue tasks.
3. When it goes Above or Below a Threshold.
4. Remind at most every 1 hour to 1 week, and the Recipients.
5. Press Create alert. A Breached pill shows while it's over the line.

Daily quote hit list

A morning email of yesterday's quotes (or everything since the last send day), with each customer's phone number and a link, so someone can ring them.

1. Press + New hit list.
2. Set Send at, Only quotes over ($), the Send days (weekdays by default) and Send to (the closer).
3. Tick Email even when no quotes were raised if you want the email every day.
4. Press Create hit list. Send test sends one now.

Order alerts and the 7:30am order emails are set separately under Settings → Orders→.