Client Notification Settings

Estimated reading time: 2–3 minutes

Overview

This document outlines all client-related notification settings. These alerts ensure clients stay updated on project progress, messages, appointments, visits, tasks, and feedback opportunities.

Customization & Flexibility

Notification recipients are fixed to clients, and delivery methods can be tailored per notification type.

Available Delivery Methods:

• Email

• SMS

Each notification includes an Edit option where you can enable or disable the preferred delivery method.

How to Access Notification Settings

To configure notification settings:

1. Click your company name at the top-left of the platform.

2. Choose Company Settings from the dropdown menu.

3. From the left-hand menu, click Portal.

🔗 Share Your Client Portal

You can access and copy your portal URL from the same place where you manage notification settings:

This link can be added to your website or shared directly with clients

Communication (Client Notifications)

• New Message in a Portal Received – Notifies the client when a new message is received via the client portal.

Requests (Client Notifications)

• Appointments Reminder – Notifies the client about an upcoming appointment. You can create one or two separate reminders based on your needs:

  • Each reminder can be scheduled using either hours or days before the appointment.

  • The timing and message content of each reminder can be independently configured.
    

    

Work Orders (Client Notifications)

• Visit Scheduled – Alerts the client that a visit has been scheduled.

• Visit Dispatched – Informs the client that a technician has been dispatched.

• Visit Reminder – Reminds the client about an upcoming visit.

• Visit on the Way – Notifies the client when a technician is en route.

• Visit Arrival – Confirms that a technician has arrived onsite.

Delivery options: Email and/or SMS.

Action Items (Client Notifications)

• Action Item Due – Notifies the client of an upcoming action item deadline.

• Action Item Assigned to a Client – Alerts the client when an action item is assigned to them.

Delivery options: Email and/or SMS.

Referral Settings (Client Notifications)

• Client Can Submit Referrals – Displays a referral prompt in the portal. Clients can share a referral form link via email or social media.

Review Settings (Client Notifications)

• Client Can Leave a Review – Shows a "Leave us a review" widget in the client portal.

  

Best Practices

• Only enable the most relevant notifications to avoid overwhelming clients.

• Customize reminder timing and message content for clarity and professionalism.

• Test your portal URL to ensure it's easily accessible from client-facing channels.

• Periodically review your notification settings to align with changes in workflows or client needs