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FlexWash emails reports and alerts to any user in your organization. Each user picks the emails they want and the car washes each email covers. FlexWash sends the email to the address on the user’s profile.

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Email types

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Setting up an email

Users with Admin access or higher can set up emails for other users. The Email Reports section appears when you edit an existing user, not when you create one.
  1. In the left sidebar, click Users in the Admin section, then open the user.
  2. In the Email Reports section, click Add.
  3. Select the Report Type.
  4. Select the car washes. The two accounting exports cover one car wash. All other types can cover several.
  5. Complete the settings for the delivery type. See below.
  6. Click Save.
Adding an email report and choosing its Report Type
When an email covers several car washes, FlexWash combines them into one email. Threshold alerts compare one combined total across those car washes. To send a saved report right away, click Send Now on it. To stop an email, click Delete on it and save the user.
A scheduled report, a threshold alert, and a chargeback notification on a user
For more on user profiles, see Users.

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Scheduled reports

Scheduled reports send at the Send Time you choose, in the user’s time zone. Send times are on the hour. The default is 10:00 AM.
  • Daily Performance covers the current day up to the send time. Choose a send time after the car wash closes to get the full day.
  • Accounting Daily Csv Export sends at the send time when a new deposit has completed since the last email. If no new deposit completed, FlexWash skips that day.
  • Accounting Monthly Csv Export sends on the 1st of each month and covers the previous month.
Both accounting exports attach four CSV files: accounting, journal entries, journal entries import, and revenue analytics. For what the deposit figures mean, see Deposits.

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Chargeback notifications

Notification Of Chargeback sends as soon as a chargeback opens. It has no schedule or threshold. The email shows whether the chargeback can be defended and the deadline to respond.
FlexWash sends chargeback notifications to users whose Primary Car Wash is the car wash with the chargeback. The car washes selected on the email do not change who receives it. To get chargeback alerts for a car wash, set it as the user’s Primary Car Wash.
For what to do with a chargeback, see Chargebacks.

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Threshold alerts

Threshold alerts watch a number for the current day, in the user’s time zone, and email the user when it reaches the Threshold Value. FlexWash checks thresholds every 10 minutes from 6:00 AM to 10:59 PM Pacific time (9:00 AM to 1:59 AM Eastern). The count starts over each day. Alert Cooldown Hours sets the minimum time between two alerts for the same email. For example, with a cooldown of 4, the user gets at most one alert every 4 hours. After the cooldown, the user gets another alert if the total is still at or above the threshold. Send Now on a threshold alert sends the alert right away, without checking the threshold or the cooldown.
Set threshold alerts for the owner or manager who acts on them. A refunds or discounts alert at a low threshold catches unusual activity on the same day.