Notifications & Alerts

• 1. Scheduled Sales Summaries
• How to set up scheduled sales-summary texts
• How to choose sales-alert message fields and test delivery
• 2. Event Alerts
• How to enable break-even and profit-mode alerts
• How to manage event alerts or turn off text alerts
• Notifications and alerts overview
• 3. Day-End Email Summaries
• How to set up day-end email summaries
• How to manage day-end email recipients

1. Scheduled Sales Summaries

How to set up scheduled sales-summary texts

In this guide: Set up scheduled sales-summary notifications, also called SMS alerts, text alerts, sales alerts, or scheduled sales messages, for selected phone numbers.

Steps

1. Open Settings > Text Alert Settings.
2. In Recipients and schedule, enter a valid phone number and select Add.
3. Add a second recipient if needed. A location can have up to two recipients.
4. Select an alert time and add it.
5. Add a second time if needed. A location can send scheduled summaries at up to two times each day.
6. Choose which sales-summary values should appear in the message.
7. Select Save Text Alert Settings.
8. Send a test alert when available to confirm delivery.

What scheduled summaries do

At the selected times, RepairNest POS sends a snapshot of the sales values chosen for that location. Daily Target event alerts are configured separately.

Tips

• Use phone numbers that can receive text messages.
• Confirm the location and time zone before choosing alert times.
• Keep recipients limited to people who should see business-performance information.

How to choose sales-alert message fields and test delivery

In this guide: Control the information included in a scheduled sales text and verify that messages can be received.

Choose message fields

1. Open Settings > Text Alert Settings.
2. In Sales summary message, open Options.
3. Select up to eight values for the message.
4. Choose the information most useful to the recipient, then select Done.
5. Save Text Alert Settings.

Available information may include

• Customer Count and Average Invoice
• Revenue and Income
• Cash, card, and other payments
• Discounts, Cash Expense, and Open Invoice
• Surcharge Collected, Tax Collected, and Cash in Hand

Test delivery

1. Use Test text delivery when available.
2. Enter the phone number that should receive the sample.
3. Select Send Test.
4. Confirm the message arrives and that the values are understandable.

If the test does not arrive

Verify the phone number, confirm the location supports text alerts, and check whether the daily test-message limit has been reached.

2. Event Alerts

How to enable break-even and profit-mode alerts

In this guide: Receive an immediate text when Daily Target turns yellow at break-even or green in profit mode.

Before you start

Complete Daily Target setup for the location. These alerts use its monthly expenses, desired profit, and business-day calculation.

Steps

1. Open Settings > Text Alert Settings.
2. Add at least one phone-number recipient.
3. Under Event Alerts, enable Break-even (Yellow Light).
4. Enable Profit Mode (Green Light).
5. Select Save Text Alert Settings.

What the alerts mean

• Break-even (Yellow Light): Today's performance has covered the daily expense target.
• Profit Mode (Green Light): Today's performance has moved into the profit portion of the target.

Related Daily Target guides

See How to read the red, yellow, and green status and How to review Profit Breakdown.

How to manage event alerts or turn off text alerts

In this guide: Choose which important location events send a text message and stop alerts when they are no longer needed.

Manage event alerts

1. Open Settings > Text Alert Settings.
2. Review the available Event Alerts.
3. Enable or disable the events required for the selected location.
4. Save Text Alert Settings.

Available events may include

• Shift Closed
• Invoice Delete Alert
• Store Open Alert when supported by the Electron register
• Break-even (Yellow Light)
• Profit Mode (Green Light)

Turn off all text alerts

1. Open Text Alert Settings.
2. Select Disable Text Alerts.
3. Review the warning.
4. Confirm only when scheduled summaries and event texts should stop for that location.

Remember

Text-alert settings apply to the current location. Review each location separately when your organization operates more than one store.

Notifications and alerts overview

RepairNest POS notifications help you stay informed about sales, shift activity, and daily performance even when you are away from the register. You can receive scheduled sales-summary text messages, immediate event alerts, and day-end email summaries, sometimes called nightly email reports.

Notification options

Scheduled sales-summary texts

Send an SMS sales summary to as many as two phone numbers at up to two scheduled times each day. Choose up to eight sales-summary fields so each message contains the information that matters to you, then send a test text before relying on the schedule.

Set up scheduled sales-summary texts or choose message fields and test delivery.

Immediate event text alerts

Receive SMS notifications when important events happen, including a shift closing, an invoice being deleted, a store opening on a supported desktop register, reaching break-even, or entering profit mode.

Manage event alerts or enable break-even and profit-mode alerts.

Day-end email summaries (nightly emails)

Email selected recipients whenever a shift is closed. You can maintain as many as five day-end email recipients for the location.

Set up day-end email summaries.

Before you begin

• Notification settings apply to the location you are currently managing.
• Use valid mobile numbers and email addresses that you are authorized to contact.
• Send a test SMS after changing text-alert recipients or message fields.

Daily target alerts use the break-even and profit-mode thresholds configured for your location. See How to receive daily target alerts for the related setup.

3. Day-End Email Summaries

How to set up day-end email summaries

Set up a day-end email notification when you want owners, managers, or other authorized recipients to receive a summary whenever a shift is closed.

Set up the email summary

1. Open Settings.
2. Select Notifications, then find the Day-End Email section.
3. Turn on the day-end email option.
4. Select Edit recipients.
5. Enter the recipient's name and a valid email address.
6. Add any other recipients. You can save up to five recipients for the location.
7. Save the recipient list and confirm that day-end email remains enabled.

When the email is sent

The summary is sent to the selected recipients whenever a shift is closed. It is tied to the shift-close event rather than a fixed clock time, so complete the normal shift-closing process to trigger it.

Location setting: Configure this option separately for each location that should send a day-end summary.

Next step

To add, correct, or remove an address later, see How to manage day-end email recipients.

How to manage day-end email recipients

Keep the day-end email recipient list current so shift-close summaries reach the right people.

Add or update recipients

1. Open Settings and select Notifications.
2. Find Day-End Email and open the recipient list.
3. Add a recipient, or edit an existing name and email address.
4. Check the address carefully and avoid adding the same address more than once.
5. Save your changes.

You can maintain up to five email recipients for each location.

Remove a recipient

1. Open the Day-End Email recipient list.
2. Remove the person who should no longer receive the summary.
3. Save the updated list.

If a summary does not arrive

• Confirm that Day-End Email is enabled for the current location.
• Confirm that the email address is valid and saved.
• Make sure the shift was closed through the normal shift-closing process.
• Ask the recipient to check spam or junk folders.
• If several locations are used, verify the setting at the location whose shift was closed.

For text-message notifications instead, return to the Notifications and alerts overview.