How do I setup an automated email reminder for subcontractor onboarding?
Configuring reminder emails to chase subcontractors who have not completed onboarding.
When you send a subcontractor an onboarding invitation, they don't always upload their documents straight away. Instead of chasing them yourself, you can have Breadcrumb send them a reminder email automatically.
This article shows you how to turn on reminder emails and choose how often they're sent.
How it works
Once reminders are on, Breadcrumb emails any subcontractor who hasn't uploaded the documents you've requested, like their SWMS, after the number of days you choose.
Before you start
- You need Company Host permissions. If you don't have them, ask your Breadcrumb administrator.
- You can only change this on web. It isn't available in the mobile app.
- This setting applies to your whole company, not individual sites.
Turn on reminder emails
- Select your name or company name in the top right of the page, then select Company Settings.
- Open the Suppliers tab.
- Scroll to the bottom of the page.
- Set Send reminder email to supplier to upload requested docs to Yes.
- In Reminder email alert, enter the number of days. We recommend 5 days.
- Select Save Changes.