Notifications
In-app feed, web push, email, with per-user preferences.
Three ways to keep people in the loop: the in-app feed, Web Push, and email. Each is a per-user choice.
Channels
- In-app feed: the bell in the topbar.
- Web Push: browser-native push, opt in on the first prompt.
- Email: immediate alerts plus a periodic digest.
What triggers one
- Job assignment or reassignment.
- A new customer or portal message.
- A new service request.
- An estimate approved or declined.
- An invoice paid.
- A low survey score.
- A mention in chat.
- A certificate, license, or insurance about to expire.
- A billing reminder before an evaluation or comped period ends (admins only).
Per-user preferences
Profile -> Notifications. Toggle each channel for each type. Your choices save to your profile.
Plan tier
Notifications is on every plan.