Every automated one-to-one email for the KNECT journey, end to end, across all four account types (Owner Driver, Fleet, Freight Forwarder, Business). Sample data shown — the highlighted values are filled in live by the system for each real customer. Nothing sends until each flow is wired in and approved.
| Stage | Fires when | Who gets it | |
|---|---|---|---|
| Onboarding | Clever application submitted (cleverpay_applications insert) | Application received | All account types |
| Onboarding | Application status → approved | Approved — welcome aboard | All account types |
| Onboarding | Application status → action needed / not approved as submitted | Action needed on your application | All account types |
| Onboarding | First login after approval (or 24h after approval if not logged in) | Membership offer (Free vs Founder) | Approved applicants |
| Onboarding | One-off membership payment succeeded (Stripe) | Membership confirmed | Paid members |
| Job lifecycle | Quote generated by the pricing engine | Your quote | Customers |
| Job lifecycle | Booking approved through the intake gate | Booking confirmed (HAF reference) | Customers |
| Job lifecycle | Deposit authorised (Stripe manual-capture hold) | Deposit secured | Customers |
| Job lifecycle | Confirmed scope exceeds the original quote | Additional payment request | Customers |
| Job lifecycle | Booking rejected/cancelled before capture — automatic release | Booking not going ahead — deposit released | Customers |
| Job lifecycle | Job marked complete (proof of delivery in) | Job completed — receipt | Customers |
| Driver ops | Job assigned to a driver in the Exchange | New job assigned (driver) | Drivers / fleets |
| Driver ops | CleverPay weekly block closed (Mon–Sun, paid the following Wednesday) | Weekly pay statement (driver) | Drivers / fleets |
| Account & security | Login PIN changed on any HAF portal | PIN changed notice | All account holders |