Notification Preferences

Open Notification Preferences

1. Click your profile picture in the top-right header to open My Profile.
2. Click the Notification preferences → link below your profile fields.
3. The Notifications page opens with four sections: Event Types, Delivery Channels, Browser Push, and New Jobs.

Every change saves on its own as you flip each toggle — there's no separate Save button. If a change can't be saved, an inline message appears next to that toggle and it stays on its previous value.

The Notification Bell

Overview: The bell in the top-right header is where your in-app notifications live. A red badge shows your unread count (and reads "99+" once you pass 99). New notifications bump the badge in near real-time and raise a brief pop-up toast while the app is open.

• Click the bell to open a dropdown of your 50 most-recent notifications. Unread items are bold with a blue dot.
• Click a notification to mark it read; if it links to a job, you'll be taken there.
• Use Mark all read at the top of the dropdown to clear the badge.

The bell always records every notification the system keeps for you (the bell is not a toggle). Muting an event type is the only setting that stops a notification from being recorded for the bell. The Delivery Channels below only control how that notification is also pushed to you — "Real-time alerts" drives the live toast and badge while the app is open, and turning off Browser Push only affects OS-level push; neither removes the notification from the bell.

Event Types

Overview: Event types are the kinds of things you can be notified about. They're all on by default. Turn one off to mute that kind of notification across every channel.

• New appointment request — a customer requested an appointment online.
• Appointment confirmed — an appointment was confirmed.
• Part received — a part was marked received.
• New repair order — a new job was created.
• New SMS on a followed repair order — an inbound text arrived on a job you follow.
• New email on a followed repair order — an inbound email arrived on a job you follow.

Note: The exact list is driven by the app, so you may see additional types over time. Each row has its own on/off toggle.

Delivery Channels

Overview: Channels control how an enabled notification reaches you. There are three toggles:

• Real-time alerts — the instant delivery of a notification the moment it happens: the live pop-up toast and unread-count badge bump while the app is open, plus the browser push that can reach you when the app isn't focused (paired with the Browser Push setting below). The notification bell itself always records the notification regardless of this toggle — turning this off only stops the instant toast/push; the bell still shows the notification (its count catches up on its own within about a minute).
• Email — sends the notification to your email. Off by default; requires an email address on file.
• SMS — sends the notification as a text. Off by default; requires a phone number on file.

Channels apply to notifications you haven't muted under Event Types. If you turn off an event type, no channel will deliver it.

Browser Push

Overview: This setting controls OS-level browser push notifications on the device you're using. It's the setting that used to live under the company/user admin area and now lives here, so each person manages it for themselves.

1. Turn on Enable browser push notifications.
2. Your browser will ask for permission the first time — allow it to start receiving push alerts on that device.

When Browser Push is off, you'll still see in-app notifications and the notification bell while the app is open; you just won't get OS-level push alerts when the app isn't focused. Because this is per-device, enable it on each device where you want push.

How it pairs with Real-time alerts: the two settings work together for OS-level push — Real-time alerts controls whether the system sends the push, and Browser Push controls whether this device is set up to receive it. You need both on (and this device's permission granted) to get push alerts while the app is closed.

New Jobs

Overview: Auto-follow customer messages on new jobs saves you from subscribing to each job by hand. When it's on, you're automatically added as a follower of every newly created job's customer SMS and email, so you're notified of incoming messages on those jobs.

This is off by default. It's the per-user version of a setting that previously lived on the admin Users page. For per-job control of who gets message indicators, see SMS & Email Notification Subscribers in the Communication guide.