Notification Preferences
Notification Preferences
Notifications fall into a few buckets: customer-facing automations, internal staff alerts, and optional web push. Most toggles live under Settings → Notification Preferences.
Customer email & SMS matrix
For each event below you can enable Email, SMS, both, or neither. SMS columns show Subscribe / Upgrade links when your plan does not include outbound SMS — tapping those routes to Plan & Billing.
| Notification | What it does |
|---|---|
| Appointment reminders | Sends ~24 hours before a scheduled visit. |
| Arriving soon | Lets customers know their technician is en route (pairs with route sequencing). |
| Job scheduled / rescheduled | Fires when a job is placed or moved to a new date/time. |
| Job completed | Sent when the crew marks work complete. |
| Estimate follow-up | Sent a few days after an estimate if still pending approval. |
| Invoice overdue reminder | Nudges customers when an invoice is past due. |
| Review request | SMS channel for review invitations when Feedback & Reviews is configured with your Google review URL; email may bundle with Job Completed per settings. |
Changes autosave from the matrix form.
Staff & owner notifications
Below the customer matrix, the Staff & Owner Notifications section controls the emails sent to you and your team (not your customers). Each one is a simple on/off email toggle:
| Notification | When it's sent |
|---|---|
| Job auto-rescheduled | When an overdue job is automatically moved to the next open slot. |
| Job needs rescheduling | When an overdue job can't be auto-rescheduled and needs your attention. |
| New online estimate request | When a visitor requests an estimate from your website. |
| New website inquiry | When someone submits your website contact form. |
| Payment received | When a customer payment is processed. |
| Contract activity | When a customer approves, declines, or requests changes to a contract, plus renewal and expiry notices. |
These default to on. Turn any of them off if your inbox is getting noisy.
Important: Turning off the Job auto-rescheduled email does not stop overdue jobs from being rescheduled — auto-reschedule keeps running, you just stop receiving the per-job notice. To stop the rescheduling behavior itself, turn off Auto-reschedule overdue jobs under Job Lifecycle Automation.
The Job Lifecycle Automation block just above this section also controls staff alerts for overdue in-progress jobs and unscheduled-job warnings.
Phone settings link
The notifications panel links to Settings → Phone & SMS for number provisioning — required before SMS toggles do anything meaningful.
Missed-call text-back
Automatic SMS after missed calls is configured alongside Phone & SMS (requires Voice / dedicated-line features). See Missed Call Text-Back.
Staff web push
Schedule changes broadcast Schedule updated pushes to eligible staff when enabled in the browser — see Web Push Notifications and Staff Scheduling.
Tips
- Start from defaults, then disable noisy channels per audience (office vs tech).
- SMS requires compliant sending numbers — see Messaging Compliance & 10DLC.
Related
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