Configure technician schedule-change notifications
Choose how technicians hear about additions, moves, and removals on future days of their schedule. You can set one business default, override it for individual technicians, and decide whether technicians may change their own preference.
Where to find it: Settings -> Team -> Technician App -> Notifications
Choose the business default
Under Business defaults, choose:
Frequency:
Off sends no notifications for future-day schedule changes.
Near real-time (1–2 min) groups edits made within a minute, then usually sends one update within 1–2 minutes after changes stop.
Daily summary sends one summary at the selected time each day.
Channel: Push, Email, or Push + email.
Daily summary time when Daily summary is in use. The time follows your business timezone.
Changes to today's schedule still notify the technician right away. These settings only control changes on a future day.
Preview the technician messages
Select Preview messages beside Business defaults to see sample push notifications and the matching email. The preview uses the same message renderer as delivery, with sample visits in your business timezone.
A push for one change identifies the addition, removal, or move. It includes the visit date and address; a moved visit also includes its new time.
A push for several changes shows the affected date or date range and summarizes how many visits were added, removed, and moved.
The email subject is Your upcoming schedule changed. Its body lists every affected visit in date order and ends with a prompt to open Essential for details.
The preview does not send anything. Actual messages replace the sample dates and addresses with the technician's schedule information.
Decide whether technicians can make changes
Set Allow technicians to override to Yes when technicians should be able to choose their own Frequency and Channel in the mobile app. Set it to No when admins should manage every technician's preference from this page.
Turning this setting off does not erase a technician's saved choice. It makes that choice read-only in mobile. If you turn access on again later, the saved choice is available again.
Override an individual technician
The Per technician table lists active technicians alphabetically. Leave Frequency and Channel on Business default to inherit the choices above, or select a different value for that technician.
For example, you can keep a daily push summary for the business while giving an on-call technician near-real-time email updates.
Admins can always edit the Per technician table, whether technician overrides are allowed or not. When overrides are allowed, the admin table and the technician's mobile setting edit the same preference, so the most recently saved change applies.
Change a preference in the mobile app
When an admin allows technician overrides:
In the Essential mobile app, tap your avatar.
Tap Settings.
Under Schedule notifications, choose a Frequency and Channel.
Tap Save notifications.
Choose Business default to follow the business choices shown on the admin settings page. The daily summary time remains controlled by an admin. If overrides are not allowed, the mobile page shows the effective preference and Managed by your administrator instead of edit controls.
Save your changes
Select Save to apply the business defaults and every technician override together. Discard restores the last saved values. Essential warns you before leaving the page with unsaved changes.
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