Overview
ToolWatch can send you an email or a text message (SMS) when something happens, such as when a pick ticket is ready or a tool is transferred to you.
You set up notifications in ToolWatch Cloud (the website). You cannot set them up in the mobile app.
You can only set up notifications for yourself. Other users must set up their own.
Two Types of Notifications
| User Notifications | Location Notifications |
What they are for | Locations you supervise, and things that are about you, such as tools transferred to you | Any location you choose. You can choose more than one. |
Do you need to be the Supervisor? | Not for all of them. 13 are for locations or employees you supervise. 7 work for everyone, such as tools transferred to you or requests you submitted. The User Notifications List below shows which ones need a Supervisor. | No. Any user can use them. |
Use them when | You supervise a location, or you want alerts about your own tools and requests | You want alerts for locations you do not supervise |
Words to Know
Location (also called Assignment): a stock location, such as a warehouse, or a non-stock location, such as a job or job site.
Supervisor: the person set as the supervisor of a location in ToolWatch. Some User Notifications only work for locations where you are the Supervisor. How to Set a Supervisor for a Location
Before You Begin
Sign in to ToolWatch Cloud.
To get text messages, you need a phone that can receive texts.
Step 1: Open Your Notification Settings
Click your profile icon in the top-right corner of the screen.
Select Settings from the drop-down menu.
Go to the User Preferences section. Find Notifications.
Step 2: Add Your Phone Number (for Text Messages Only)
Only want email? Skip to Step 3.
Click the Add button next to "Verified phone number for SMS notifications."
Enter your Phone Number.
(Optional) Update the Country Code if needed. The default is +1 (United States).
Click Send Verification Code.
Retrieve the code sent to your phone by text message.
Enter the Verification Code.
Click Verify Code. Your phone number is saved. You do not need to click Save.
After your phone number is verified, you can check the By SMS... boxes in Steps 3 and 4.
Step 3: Choose User Notifications (Email or Text)
Click the User Notifications tab.
Next to each notification you want, check By email..., By SMS..., or both. To see what each notification does, see the User Notifications List below.
Click Save.
Step 4: Choose Location Notifications (Email or Text)
Click the Location Notifications tab.
Click the Location field, then click <Browse...>. The Locations window opens.
Choose a tab:
Locations: shows all stock locations and job sites.
Stock Locations: shows only stock locations.
Select the location.
Click OK.
Next to each notification you want, check By email..., By SMS..., or both. To see what each notification does, see the Location Notifications List below.
Click Save.
Note: You can get notifications for more than one location, but you can only select one location at a time. To add another location, repeat steps 2 to 7.
User Notifications List
Module | Notification (as shown on screen) | You get a notification when... | Supervisor needed? |
Pick Tickets | Pick Tickets are Requested at a Location I Supervise | A new pick ticket is requested at a location you supervise. | Yes |
Pick Tickets | Pick Tickets are Ready to Pick at a Location that I Supervise | A pick ticket is ready to pick at a location you supervise. | Yes |
Pick Tickets | Pick Tickets Requested by me are Completed | Your pick ticket (requisition) is completed. | No |
Transfers | Assets are Transferred to a Location that I Supervise | Tools or materials are transferred to a location you supervise. | Yes |
Transfers | Assets are Transferred to me | Tools or materials are transferred to you. | No |
Service & Calibration | Work Orders Created at an Assignment I Supervise | A work order is created at a location you supervise. | Yes |
Service & Calibration | Service Request Created at an Assignment I Supervise | A service request is created at a location you supervise. | Yes |
Responsible Party | I am Assigned as the Responsible Party for a Tool | You are made the Responsible Party for a tool. | No |
Responsible Party | I am Cleared as the Responsible Party for a Tool | You are no longer the Responsible Party for a tool. | No |
Retire and Reinstate | Assets are Reinstated at a Location that I Supervise | A retired tool is reinstated at a location you supervise. | Yes |
Returns | Assets are due for return today from a location I supervise | Items at a location you supervise are due back today. | Yes |
Returns | Assets due for return in the past 30 days from a location I supervise are past due | Items at a location you supervise are past due. This only includes items that were due in the last 30 days. | Yes |
Employees | Employees I supervise have a certification that has expired | A certification expires for an employee you supervise. | Yes (of the employee) |
Job Cost & Billing | Job Cost and Billing calculations I have started and completed | Job cost and billing calculations that you started are ready to view. | No |
Wireless Tracking (GPS) | Assets with GPS are out of bounds at a location that I supervise | A GPS tag reports from outside the geofence of its assigned location, at a location you supervise. | Yes |
Wireless Tracking (GPS) | Items with GPS have arrived at a location I supervise | A GPS tag reports from inside the geofence of a location you supervise for the first time. | Yes |
Wireless Tracking (BLE) | Retired Tool has been scanned at a location I supervise | A retired tool with a BLE tag is picked up by a wireless scan at a location you supervise. | Yes |
Purchasing | Purchase Requests at a Location I Supervise Need Approval | A purchase request at a location you supervise needs approval. | Yes |
Purchasing | Purchase Requests at Any Location Need Approval | A purchase request at any location needs approval. | No |
Purchasing | Purchase Requests Submitted by Me Have Changed Status | The status changes on a purchase request that you submitted. | No |
Tip: If you do not supervise a location but still want alerts for it, use Location Notifications instead. See Step 4.
Location Notifications List
All of these notifications are for the location you select in the Location field. You do not need to be the Supervisor.
Module | Notification (as shown on screen) | You get a notification when... |
Pick Tickets | Pick Tickets Requested | A new pick ticket is requested at the location. |
Pick Tickets | Pick Tickets Ready | A pick ticket is ready to pick at the location. |
Pick Tickets | Pick Tickets Completed | A pick ticket is completed at the location. |
Transfers | Assets Transferred to Location | Tools or materials are transferred to the location. |
Service & Calibration | Work Order Created | A work order is created at the location. |
Service & Calibration | Service Request Created | A service request is created at the location. |
Retire and Reinstate | Assets Reinstated | A retired tool is reinstated at the location. |
Returns | Assets at location are due today | Items at the location are due back today. |
Returns | Assets at location are past due | Items at the location are past due. This includes all past due items, not only the last 30 days. |
Wireless Tracking (GPS) | Assets with GPS are out of bounds at a location | A GPS tag assigned to the location reports from outside its geofence. |
Wireless Tracking (GPS) | Items with GPS have arrived at a location | A GPS tag reports from inside the location's geofence for the first time. |
Wireless Tracking (BLE) | Retired Tool has been scanned | A retired tool with a BLE tag is picked up by a wireless scan at the location. |
Purchasing | Purchase Requests at this location needs approval | A purchase request at the location needs review. |
Troubleshooting
I turned on a notification, but I did not get it.
Make sure you clicked Save.
Check the Supervisor needed? column in the User Notifications List. If it says Yes, make sure you are set as the Supervisor of the location. Or use Location Notifications instead.
For text messages: make sure your phone number is verified.
I cannot check the By SMS... boxes.
The By SMS... boxes stay off until you add and verify your phone number. See Step 2.
I do not see notification settings in the mobile app.
Notification settings are only in ToolWatch Cloud (the website).