Notifications
SmartMy Interiors tells the right person when something needs them. That can be a quote or visit time for a client, a design to decide, a stage that is yours, a payment due. Each event has its own recipients and channels: in the app, by email, as a phone notification or on WhatsApp.
PLANSEvery plan
The problem it solves
- A client asks for a site visit from their quote page, and the sales person hears about it two days later.
- Clients are chased by phone to approve a drawing, and nobody knows when they were asked.
- The next stage's holder does not know the job has reached them, so it sits.
- When a client says they never got the message, nobody can check what was sent.
How it works
- Something happens: a quote is sent, a visit is booked, a design goes to the client, a milestone falls due.
- The event finds its recipients: the client and those who decide with them, the designer, the stage's holder, the next approvers.
- It goes by email and WhatsApp to clients, and as a phone notification, in the app and by email to your team. Each person gets it in their own language.
- Every message leaves a line in the Delivery Log, with the reason when it could not be sent, such as no mobile number.
- An administrator can switch an event off for everyone or for one entity, change its channels per entity, and change the wording.
Everything it does
Sales
- Instant Quote: to the client, each package as a range, with a link to pick one or ask for a visit; by email and WhatsApp
- Instant Quote Reply: to the sales person when the client picks a package or asks for a site visit; phone notification and in the app
- Instant Quote Waiting (auto mode, with SmartMy Marketing): to the person on the chat or the Interiors managers; phone notification and in the app
- Site Visit Booked: to the client when a visit is booked or moved, with the date, time, address and designer; by email and WhatsApp
- Site Visit for You: to the designer; phone notification and in the app
Client decisions
- Please Decide: to the client and those who decide with them, by email and WhatsApp. For a brief, concept, drawing, design, estimate, proposal, change order or handover
- Client Decided: to the owner of the record when the client answers; phone notification and in the app
Projects
- Project Stage Is Yours: to the holder of the stage a project entered; phone notification, in the app and by email
- Project Late in a Stage: to the holder and the project manager when a project passes the stage's target days. Phone notification, in the app and by email
- Project Update: a feed post meant for the client or others outside, with a link to their view; by email, WhatsApp and in the app
- Project Update Not Seen: one reminder for a post that asks the client to confirm they saw it; by email and WhatsApp
- Project Payment Due: to the client and the client's people on the team when a milestone falls due; by email, WhatsApp and in the app
- Key Event Invitation, Key Event Changed and Key Event Reminder: to everyone invited to a presentation, site marking, installation or handover; by email and WhatsApp
- Event Checks and Follow-ups Due: every morning, to each person with checks or follow-ups due; phone notification and in the app
Tasks, approvals and money
- Task Given to You and Task Due or Late (each morning, 1 day ahead to start with): to the people on the task. In the app and by email
- Request Waits for Your Approval: to the next level's approvers, for every Interiors chain. A phone notification if they use an app, otherwise email; always in the app
- Project Expense Decided (Growth): to the person who asked; in the app and by email
- Project Budget Alert (Scale): to the project manager at the alert % (80 to start with) and again over 100 %. In the app and by email
Logins and support
- Login Invitation: to someone given a login without an email address; by WhatsApp, or SMS if WhatsApp cannot reach them
- SmartMy Support Replied to Your Request and Your Support Request Was Closed: to who raised it; by email
Channels and delivery
- Channels: in-app, email, phone notification (push), WhatsApp; SMS only for the login invitation
- Most Interiors events go on every channel they have; approval requests and login invitations go on the first that works
- Phone notifications reach people signed in to a SmartMy Interiors app (built and in testing, not in the app stores yet)
- WhatsApp needs each template approved by Meta for the sending number. A message whose template is not approved is skipped on WhatsApp and logged, and email still goes
- Templates per event, channel and language, with your own wording if you want it
- Delivery Log: every message with its status and, when not sent, why; Retry and Cancel for administrators
People's own choices and quiet hours
- Each person can switch off a channel for themselves, such as email or WhatsApp; in-app notices always arrive
- Every Interiors event is a work message: a person cannot switch an event off for themselves, only a channel
- Quiet hours per entity (21:00 to 7:00 to start with) hold back informational messages only; Interiors events go out at once, at any hour
Not sent today
- No notice of its own for snags, warranties and service requests, cut lists and factory orders, or design fee bills to the client. These show on the screens, the feed and the dashboards
- No notice to the person who submitted a measurement or fee bill when it is decided; they see it on the record
Who uses it
Sales personGets the client's replies to quotes and quotes waiting from the inbox.
DesignerGets site visits booked for them and the client's answers to designs and drawings.
Project managerGets stages that are theirs, late stages, requests to approve and budget alerts.
ClientGets quotes, visit times, things to decide, updates, payments due and key event invitations by email and WhatsApp.
AdministratorSwitches events and channels on or off per entity, edits the wording, and checks the Delivery Log.
Where you use it
- Web: the inbox of each user, and Notifications > Delivery Log, Analysis and Configuration (Events, Entity Settings, Templates, Opt-outs, Push Devices)
- The SmartMy Interiors apps: notices and an inbox with your channel choices (built and in testing, not in the app stores yet)
- Email and WhatsApp for clients, with links to their quote, decision and project pages
What you control
Settings
- Per event: on or off, its channels and their order, for everyone or per entity
- Remind days before a task deadline: 1
- Budget alert at: 80 %
- Target days per stage, for Project Late in a Stage
- Quiet hours: 21:00 to 7:00 per entity, for informational messages
- Templates per channel and language
Works with
SmartMy MarketingA floor plan sent on WhatsApp, Instagram or web chat becomes a quote. Instant Quote Waiting tells the person on the chat when it needs them.
Questions
Do clients get WhatsApp messages?
Yes, for instant quotes, site visits, things to decide, project updates, payments due and key events, along with email. Each WhatsApp template must first be approved by Meta for the sending number.Can someone stop getting emails but keep the app notices?
Yes. Each person can switch the email channel off for themselves. In-app notices always arrive.Do notices wait for working hours?
No. Interiors notices are work messages and go out at once. Quiet hours hold back informational messages only.Can we stop one kind of notice for the whole company?
Yes. An administrator switches the event off for everyone, or for one entity, under Notifications > Configuration.Is the client told when a snag is fixed or a service request is answered?
Not by a notice of its own today. Post it on the project feed for the client, which sends Project Update by email and WhatsApp.How do I check whether a message was sent?
Open Notifications > Delivery Log. Each message shows its status, and the reason when it was not sent, such as a missing mobile number.Related features
ACROSS SMARTMY INTERIORSApproval chainsFee bills, measurements, stage overrides, subcontract work, expenses, budgets and client choices go to the right people in order, set up without code. Every decision is kept with who made it, when and why.SALESInstant quote with a decision pageA client sends a floor plan and, minutes later, gets a price range for each of your packages, such as Essential, Premium and Luxury. A picture card and a page let them pick a package or ask for a site visit. The ranges come from your own rates and quantity rules, room by room.SALESEnquiries, follow-ups and site visitsEvery lead from WhatsApp, Instagram, a walk-in or a referral stays an enquiry while you visit, take the brief and quote. It keeps the property, rooms, budget and follow-up date. The booking payment turns it into a project with its rooms and team.PROJECTSProject stages held by roles, with checksEvery home moves from Site Measurement to Handed Over through stages, each held by a role such as the designer or the site supervisor. A project leaves a stage only when its check passes, for example the measurement sheet approved or every cut list made. The client reads in their app what each stage means.PROJECTSPayment plans that stop the job until paidGive each project a payment plan, such as the ready 10 / 50 / 35 / 5. Milestones fall due when a stage starts: the client is asked for 50 % as production begins. The job does not move on until that money is in. Payments Due shows what every client owes.PROJECTSProject feed and key eventsOne feed per project where updates, the daily work log, payments and stage changes land, each marked with who may see it. Key events such as the design presentation, site marking, installation and handover carry their own readiness checks. They also carry invitations the client answers from a link, reminders and follow-ups.
See your next quote on it.
Tell us what you design and build, how many enquiries and jobs you have in a month and how you quote today. We will set up your packages and rates with you and send your first instant quote.