Customized Rules & Alerts
Stop chasing information and start letting the information come to you. SmartBaise's Rules & Alerts engine is a powerful, yet simple, automation tool that transforms your software into a vigilant, 24/7 assistant for your entire team. It allows you to build a completely bespoke internal communication system, ensuring the right information gets to the right person at the exact moment it matters most.
Build Your Custom Workflow, Rule by Rule
Our intuitive interface makes it easy to design a notification system that perfectly matches your unique business processes. No coding required.
Simple On/Off Control
Activate the alerts you need from a comprehensive library of pre-built rules covering every aspect of your business, from financial triggers to project milestones. Want an alert every time an invoice is paid? Just flick the switch.
Deep Customization
Go beyond simple notifications. For time-sensitive rules, you control the parameters. Set an alert to trigger when a job is 7 days from its end date, or when an invoice is 3 days from being overdue. You define the thresholds that matter to your business.
Multi-Instance Rules
Need multiple reminders for the same event? No problem. Create several instances of a single rule with different timings. For example, set up an "Overdue Invoice" reminder that alerts an admin after 3 days, a manager after 7 days, and a director after 30 days.
Targeted Notifications & Channels
Eliminate noise. For each rule you create, you can precisely define who gets notified—a specific individual, all Power Users, or a custom group. Choose whether to send alerts as an in-app notification, an email, or both, ensuring your message is delivered in the most effective way.
From Reactive to Proactive: Real-World Automation Examples
For Financial Control
Never let an invoice slip through the cracks again. Set a rule to notify your accounts team when an invoice is 3 days from its due date, and another to alert a director if it remains unpaid for 14 days. Get instant alerts when a large variation is approved or a job's total value exceeds a set limit.
For Proactive Project Management
Stay ahead of deadlines. Create a rule to flag any job that is within one week of its completion date but isn't yet finished, giving you time to act. Get alerts if a project stalls, with no new tasks completed for a set number of days.
For Uncompromising Customer Service
Ensure rapid response times. Configure a rule to instantly notify your Head of Customer Service the moment a new complaint is logged, and another to escalate the issue if that complaint remains unassigned after 24 hours.
For Efficient Scheduling
Keep your projects moving. Get a notification if a task remains 'Outstanding' for more than 3 days without being booked, or if a booked task isn't marked as complete in a timely manner.
The Rules & Alerts engine is the brain of your SmartBaise system. It moves your business from a reactive state of constantly checking for updates to a proactive state where critical information finds you. Automate your oversight, empower your team with timely information, and build a more efficient, productive, and profitable workflow.