Email Center
Every outgoing email the portal sends, what triggers it, and who receives it.
Onboarding
Everything that fires when a new rep submits the onboarding form.
Welcome to Trio
Branded welcome email: what emails to expect (Gusto, Monday, RepCard, portal invites), master partners, and key links.
New Onboarding Request (Internal)
Full submission details so admins can start the onboarding checklist.
New Team Member Alert
Heads-up that a rep joined their team, with contact info.
Installer Onboarding Request
Request to add the rep to the installer's portal, with license and contact details.
Daily Onboarding Report
Pending, in-progress, completed, and new onboarding submissions.
Project Updates
Pipeline milestone and health notifications.
Install Scheduled / PTO Celebration
Congratulations email with customer, market, installer, system size, and the milestone date.
Install Scheduled / PTO Admin Alert
Clean summary of the project that hit the milestone.
Stuck Project Alerts
Table of their stuck projects with stage, reason, and days inactive.
Justin Revive Report
Newly stuck and newly revived projects, plus full stuck/revive lists on the weekly send.
Recaps & Reports
Recurring performance summaries.
Weekly Recap
Company-wide sold, installed, PTO, pipeline, upcoming installs, closers/setters, and stuck projects.
Divisional Weekly Report
Division KPIs, team breakdown, closers/setters, upcoming installs, and stuck projects.
Blitz
Blitz registration and travel communications.
Blitz Registration Confirmation
Event, location, dates, role, and travel/housing details.
New Blitz Registration Alert
Attendee contact info, role, and flight/housing needs.
Pay & Commissions
Payroll communications sent from the Payroll page.
Pay Stub Email
Weekly pay summary with the pay stub PDF attached.
Bulk Payroll Email
Same pay summary sent to every rep in the selected week.