Notifications

Notifications keep you and your team informed about what's happening in your business like new leads, signed agreements, payments, job summaries, and more.

Written By Anton Alley

Last updated 8 days ago

Accessing Notification Settings

Only admins and owners can configure notifications. To get there:

Click your profile icon in the top corner
Select Notifications

You'll see two sections: Admin Notifications and Member Notifications.

Notification Channels

For each event, you can choose how you're notified:

Push — mobile push notification (requires the app to be installed and signed in)
SMS — text message to your phone
Email — sent to your account email
Web — in-app notification at the top of the screen, with a link to the relevant record

Admin Notifications

These are company-wide — when enabled, you'll receive notifications for that event across your entire company, not just your own activity.

Leads

	Event Description
Lead created	Fires when a new lead is added — especially useful with Facebook or other integrations
Follower notifications	Receive updates for leads you're following

Customers

	Event Description
Agreement signed	Any agreement signed by a customer in your company
Service plan renewed	Fires when a service plan auto-renews after its agreed term (e.g., 12 months)

Payments

	Event Description
New payment received	A payment was successfully collected
Failed payment	A payment attempt failed
Refund issued	A refund was processed
Tip received	A customer left a tip

Quotes

	Event Description
Quote viewed	The customer opened the quote link
Quote approved	Customer approved the quote
Quote rejected	Customer rejected the quote
Changes requested	Customer requested changes to the quote

Jobs

	Event Description
Personal daily summary	A morning summary (sent at 7 AM) of jobs assigned to you that day
Company daily summary	A morning summary (sent at 7 AM) of all jobs scheduled across the company

Communications

	Event Description
SMS received	An inbound text message
Email received	An inbound email was received
Missed call	A call that wasn't answered
New call	Any incoming call
Voicemail	A new voicemail left

Tasks

	Event Description
Task due	A reminder when a task is due

Member Notifications

Only owners can configure member notifications. These settings apply to all non-admin members (technicians and other staff) — they cannot be set individually per member at this time.

	Event Description
Quote notifications	Technicians or sales reps who sold a quote receive updates on it
Tip received	Technicians assigned to a job are notified when a tip is received
Personal daily summary	Each member receives a 7 AM summary of their assigned jobs for the day
Assigned task due	Members are notified when a task assigned to them is due

Custom Notifications via Workflows

The built-in notification settings cover the most common events. For more advanced or specific use cases, you can build a custom workflow:

Go to Workflows
Create a trigger (e.g., "Invoice paid" or "Invoice sent")
Add a Send Notification action
Specify which users should receive it and write a custom message

Workflows give you full control over who gets notified, when, and what the message says.