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Help Centre>Intelligence & AI>Set up exception alerts and digests

Set up exception alerts and digests

Updated 2026-10-10

Let the platform watch the boring stuff and tap you on the shoulder.

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1. Choose what to watch

Switch on the exceptions that matter: overdue jobs, unpaid invoices, low stock, quotes without follow-up, SLA risks.

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2. Set who gets told

Route each alert to the right person by email, SMS or in-app notification — credit control gets invoice alerts, warehouse gets stock alerts.

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3. Pick your digest rhythm

Choose a daily or weekly summary of what changed across the business: revenue, completed jobs, new enquiries and anything that needs attention.

See it running on your own workflows

Book a short demo and we'll walk you through this exact flow with your kind of jobs.

Book a Demo

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