Configuring Email Notifications

Emails Sent to Your Team

NoSavvy sends several emails to keep your team informed. Understand what triggers each one and what the recipient sees.

• Welcome email — sent when a new company signs up. Subject: Welcome to NoSavvy! Includes the company name and a sign-in link.
• Invitation email — sent when you invite a new team member who does not have a NoSavvy account yet. Subject: You've been invited to join {Company} on NoSavvy. Includes a Set your password link valid for 24 hours.
• Existing-user notification — sent when you invite someone who already has a NoSavvy account. Subject: You've been added to {Company} on NoSavvy. Includes an Open NoSavvy link. No password link is needed because the user already has one.
• New job assignment — sent to team members when they are assigned to a new job. Subject: New Job Assigned: {job title}. Includes the job title, client name, and scheduled date.
• Password reset — sent when a user requests a password reset. Subject: Reset your NoSavvy password. Includes a link to set a new password.

Emails Sent to Your Clients

NoSavvy sends one automated email to clients and provides form links for manual sharing.

• Post-Job Feedback Request — automatically sent to the client when the crew completes the job checklist. Subject: Service Complete - Feedback? Includes a Share Your Feedback button linking to the post-job feedback form. The email is signed The {Company} Team.
• Pre-Visit Confirmation — no automated email is sent. The team manually copies the form link from the job detail page and shares it with the client by email, text, or any method they choose.

Internal Notifications

NoSavvy also sends notifications to Owners and Managers when something needs attention. Techs do not receive these.

• Pre-Visit Confirmed — sent when a client submits the pre-visit confirmation form. Subject: Pre-Visit Confirmed: {client name}.
• Negative Feedback Alert — sent when a client rates the service as Okay or Not good. Subject: ⚠️ URGENT: Job Issue Reported. Shows the job name, client name, rating, and any comments the client left. Includes a View Job & Resolve Issue button.
• Manual Issue Flagged — sent when a team member manually flags a job issue. Subject: Issue flagged: {job title}.
• Reschedule Request — sent when a client requests a reschedule through the pre-visit confirmation form. Subject: Reschedule Request - Job #{job ID}.

White-Labeling