Email | When it is sent | Wording |
|---|---|---|
| Invitation | Sent when staff or a customer manager invite someone to a customer's pools. | As shipped |
| Password reset | Sent when someone asks to reset their PoolCare password. | As shipped |
| Welcome: end user | Sent to someone the first time they accept an invitation to an end user's (household's) pools. | As shipped |
| Welcome: strata | Sent to someone the first time they accept an invitation to a strata's (building's) pools. | As shipped |
| Welcome: bulk purchaser | Sent to someone the first time they accept an invitation to a bulk purchaser (another installer or builder). | As shipped |
Email | When it is sent | Wording |
|---|---|---|
| New order: end user | Sent to an end user (household) when their order is placed, or a shell order is first given to them. Goes to the customer's email and everyone with access to the customer. | As shipped |
| New order: strata | Sent to a strata (building) when its order is placed, or a shell order is first given to it. Goes to the customer's email and everyone with access to the customer. | As shipped |
| New order: bulk purchaser | Sent to a bulk purchaser when its order is placed, or a shell order is first given to it. Goes to the customer's email and everyone with access to the customer. | As shipped |
Email | When it is sent | Wording |
|---|---|---|
| Maintenance can be sent | Sent when a pool's next test or check can be sent, to everyone with access to the pool who gets reminders. | As shipped |
| Maintenance due soon | Sent a few days before a pool's test or check is due, when it has not been sent. | As shipped |
| Maintenance overdue | Sent once a pool's test or check is overdue. | As shipped |
| Maintenance accepted | Sent to whoever sent a test or check once staff accept it. | As shipped |
| Maintenance not accepted | Sent to whoever sent a test or check when staff send it back, with the reason. | As shipped |
Email | When it is sent | Wording |
|---|---|---|
| Installation form link | Sent to an installer with the link to record a pool's or item's installation. | As shipped |
| Installation step sent back | Sent to the installer when staff send a step of the installation record back. | As shipped |
Email | When it is sent | Wording |
|---|---|---|
| Maintenance received | Sent to the reviewers (Portal:ReviewerEmails) when an owner sends a test or check. | As shipped |
| Quote request received | Sent to Portal:QuoteRequestEmails (else the reviewers) when a bulk purchaser sends a quote request. | As shipped |
| Installation step sent | Sent to the reviewers when an installer sends a step of an installation record. | As shipped |