Notification Settings Overview

Estimated reading time: 3–4 minutes

Overview

Notifications help teams stay on top of tasks, updates, and responsibilities by alerting the right people at the right time — across every workflow area from onboarding to operations.

Customization & Flexibility

Every notification in the system is configurable to match your team’s operational style.

What can be customized:

• Recipients:

  • Individual Key Members

  • Role-based assignments (e.g., Project Manager, Owner, Sales Rep)

  • Entire Teams (e.g., Admins, Operations, Field Staff)

• Delivery Methods:

  • Inbox – In-platform messages

  • Email – Standard email alerts

  • Push – Mobile or browser push notifications

  • SMS – Available for time-sensitive notifications like clock-in reminders or same-day visits

Each setting includes an Edit option to apply these changes.

How to Access Notification Settings

To access notification settings:

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

2. Select Company Settings from the dropdown menu.

3. In left-hand menu, click Notifications to view and configure notification preferences.
   

   
   

   

Communication

These notifications help streamline day-to-day collaboration by alerting users to direct mentions and inbound messages from clients.

• Mentions in Comments
  Triggered when users are tagged in comments across Clients, Projects, Work Orders, Invoices, Files, or Forms.

• Incoming Portal Messages
  Alerts users when clients send new messages via the portal.

• Document Uploads by Clients
  Alerts relevant team members when clients upload documents through the portal.

Recipients and delivery methods are fully customizable.

Requests

This section manages internal and client-submitted requests, role assignments, and time-based scheduling changes.

• Request Created
  Triggered when a request is created internally.

• Request Project Manager Updated
  Triggered when the project manager assigned to a request is updated.

• Request Owner Updated
  Triggered when the owner of the request is updated.

• Request Sales Rep Updated
  Triggered when the sales representative for a request is updated.

• Today’s Appointment Updated or Deleted
  Triggered when today's appointment is updated, rescheduled, or cancelled.

• Future Appointment Updated or Deleted
  Triggered when a future appointment is scheduled, rescheduled, or deleted.

• Request Created in Portal
  Triggered when a request is submitted by a client via the portal.

• Referral Submitted
  Triggered when a referral is submitted and a request is generated as a result.

All notifications in the Requests section support custom recipient and delivery method settings.

Clients

Client notifications help teams stay aligned during onboarding and client handoffs.

• Client Created
  Triggered when a new client is added to the system.

• Client Owner Updated
  Triggered when the client ownership is changed.

Recipients and delivery channels can be customized.

Projects

These notifications help manage project creation and assignment changes.

• Project Created
  Triggered when a new project is created.

• Project Manager Updated
  Triggered when the assigned Project Manager changes.

• Project Owner Updated
  Triggered when the project owner is updated.

• Sales Rep Updated
  Triggered when the sales rep associated with the project is updated.

Recipients and delivery methods can be customized based on team needs.

Work Orders

Work order notifications ensure efficient task execution and timely follow-ups.

• Work Order Assignee Updated
  Triggered when the assignee is changed.

• Collaborators Updated
  Triggered when collaborators are added or removed.

• Today’s Visit Scheduled or Updated
  Triggered when a visit scheduled for today is added, changed, or cancelled.

• Future Visit Scheduled or Updated
  Triggered when a visit for a future date is modified.

• Work Order Due
  Triggered when a work order is due.

Customizable for both recipients and delivery preferences.

Forms

Form-related alerts to manage submission workflows.

• Form Assignee Updated
  Triggered when form assignment changes.

• Form Due
  Triggered when a form reaches its due date.

Fully customizable by role and channel.

Reminders

Keeps tasks on track with due-date notifications.

• Reminder Due
  Triggered when a reminder's due date arrives.

• Reminder Assignee Updated
  Triggered when the assignee is changed.

• Reminder Due Date Updated
  Triggered when the due date is modified.

Delivery and recipients are adjustable.

Geolocation

Used to support location-based time tracking.

• Clock In/Out Auto Notification
  Sent when automatic geofencing triggers clock-in/out.

• Manual Clock In/Out Reminder
  Sent when a user is near a job site and needs to manually clock in/out.

Requires app permissions and can be tailored to users' preferences.

Action Items

Action items support formal approvals and documentation workflows.

• Action Item Sent for Review
  Triggered when an action item is sent to someone for review.

Great for managing compliance, sign-offs, and tracking.