Your credit card number is encrypted as soon as you finish the input. When you are ready to create new jobs, click on the billing tab to complete the credit card data. You may choose the following image files - jpeg, png, gif. The company logo will automatically resize to fit the homeowner report. To complete your company profile, click on the settings button from the left sidebar, then Companies.Īfter clicking on Companies, open the company card by clicking on the pencil icon.įill out the company profile and add a company logo - this information is used to populate your homeowner reports. Next, fill out the company information form, then create a new company. When creating a new account you will have the option to select from a list of energy efficiency programs that are currently available in Snugg Pro. You will need to "join" an existing company instead.Ĭlick here to create a new company account If the company already exist please do not try to duplicate it. Download Chrome for free.Ĭreate a new company if your company does not exist on Snugg Pro. We recommend that an administrator of your company create the primary company account.īefore you get started be sure that you are using Google Chrome as the default Internet browser. By default, you will receive the weekly and monthly digest. The frequency can be set to none, daily, weekly and monthly. Setting the frequency of the email digest You can set the frequency of your email digest from Settings > Your Profile > Email Notifications. If you are a standard company users, you will only see activity pertaining to your job. If you are a company super user or company admin, the email digest covers all activity within your company. For program accounts, this is a summary of all activity within a program.įor companies, the email digest is a recap of relevant activity within their company. Snugg Pro can send users an email digest of their activity. You posted a comment to the ticket You uploaded one or more file to the ticket You changed the ticket's status You are the company user of the ticktet's related job Sample Workflow status change email Submitted for Review Changes Requested Closed Resolved Closed Unresolved What it means for company-level usersğor Workflow tickets within your jobs and any ticket you have interacted with, you will be notified of the following status changes:Ĭhanges Requested Closed Resolved Closed Unresolved Submitted for Review How Snugg Pro determines whether to email you about a Workflow ticket status change Snugg Pro will notify you about a ticket if you meet any of these criteria: Submitted for Review Closed Resolved Closed Unresolvedğor internal Workflow tickets (visbible only by program users), if you have interacted with a ticket, you will be notified of the following status changes: What it means for program-level usersğor external Workflow tickets (visible by trade allies), if you have interacted with a ticket, you will be notified of the following status changes: You can turn those email notifications on or off at anytime by going to Settings > Your Profile > Emails. What Snugg Pro emails you about Snugg Pro notifies you when a relevant Workflow ticket changes status. Note: This feature applies to programs and company who use Snugg Pro's Worfklow.
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