1. What are Job Alerts?
Job Alerts are configurable alerts that JobTrack users can select when submitting a job. They help field users flag important jobs, opportunities, or follow-up requirements directly from the JobTrack app.
Once selected for a job, these alerts can also be viewed and filtered in the Viaesys portal. This allows office teams, supervisors, and admins to quickly identify jobs that need attention.
2. How to Add Job Alerts
Job Alerts are configured from the Job Alert Options module in the Viaesys portal.
Steps to Add a Job Alert
From the portal, go to the Job Alert Options module.
Click Add.
Enter the name of the job alert.
4. Select a color for the alert.
5. Set the status to Enabled.
6. Save the alert.
Once saved, the alert becomes available for use in the JobTrack app.
Note:
Ask a Viaesys representative to configure access to Job Alerts for your JobTrack users.
Example Job Alerts to Configure
Job Alert Name | Suggested Color | When to Use |
Upsell Opportunity | Blue | Use when the field user identifies a possible additional service, repair, upgrade, or customer need |
High-Priority Job | Red | Use when the job requires urgent attention from the office, supervisor, or management team |
Extra Work Performed | Green | Use when the field user completes work that was outside the original ticket or service scope |
Unable to Access Site | Cyan / Light Blue | Use when the field user cannot access the property, site, gate, building, or work area |
Example: Upsell Opportunity
Use Upsell Opportunity when a field user notices that the customer may benefit from an additional service.
Examples include:
A lawn maintenance crew notices the property also needs weed control.
A cleanup crew identifies an area that may require additional material.
A field user sees damage, wear, or a recurring issue that could become a future service opportunity.
This alert helps sales or office teams quickly filter and review jobs that may require customer follow-up.
3. Job Alerts in the JobTrack App
Users can select Alerts when submitting jobs via the JobTrack App.
When a user is submitting a job, they will see an option to select a Alert before submitting.
4. Viewing Job Alerts in Jobs
Once a JobTrack user selects a job alert while submitting a job, the alert is saved against that job.
In the Viaesys portal, Admins can view jobs and use filters to find jobs with specific alerts.
How to Filter Jobs by Job Alert
Go to the Jobs in the Viaesys portal.
Click Filter and select a date range.
Select the relevant Job Alert e.g. High-priority Job
Apply the filter. The job list will update to show jobs that match the selected alert.
Summary
Job Alerts help field users flag important information when submitting jobs through JobTrack. These alerts make it easier for office teams to identify urgent jobs, follow-up items, access issues, extra work, and upsell opportunities.
Once configured, Job Alerts appear as selectable options in JobTrack and can be used as filters in the Viaesys portal to review and manage submitted jobs more efficiently.