Service Titan Knowledge Base

Send PO status alerts based on PO type to technicians and purchasing team using the Purchasing and Inventory modules or Line Items on POsLast updated on 03/22/2022

You can email purchase order (PO) status alerts along with the POs to your technicians and purchasing team to keep them notified and updated on shipment details for jobs and replenishment.


Set up alerts based on PO type

  1. Go to the navigation bar and click Settingsicon-settings.png.

  2. In the side panel, click Inventory > Purchase Order Types.

  3. Click Edit for the PO type you want to add PO alerts.

    The Purchase Order Type screen opens.

  4. Select the PO alerts you want to enable:

    • Send Email alerts to technician when PO moved to Send status

    • Send Email alerts to technician when PO moved to Received/Partially Received status

    • Send Email alerts to Purchasing team when PO moved to Send status

    • Send Email alerts to Purchasing team when PO moved to Received/Partially Received status

    For example, if you select the first option and PO #12345 updates to Sent, the technicians assigned to the PO will receive the following email: Hello, The PO #12345 is now in Sent status. Please find the PO attached to this email for reference. Or, if you select the third option and PO #12346 updates to Sent, all employees who have the Company Position Purchasing Manager receive the following email: Hello, The PO #12346 is now in Sent status. Please find the PO attached to this email for reference.

  5. When you’re done, click Save.



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.