Use the bell icon in the top navigation bar to stay up to date on activity that's relevant to you, without needing to check your email. New notifications appear in real time while you're signed in.
Your administrator turns in-app notifications on for your organisation. If you can't see the bell icon in the top navigation bar, the feature isn't enabled for your organisation yet. Contact your administrator or support.
Once in-app notifications are enabled, each user in your organisation gets their own notifications. You only see notifications that are relevant to you.
What you're notified about
By default, you're notified when:
- you're assigned to a job
- a cost is added to a job
- a document is added to a job
- a note is added to a job
- a task is added to a job
- a milestone is completed
- a task is completed
- there's new activity on a lead you're involved with.
Additional notification types
Your administrator can turn on more notification types for your organisation in the organisation's notification settings, including:
- job status changes
- due date reminders
- estimate vs actual alerts
- new jobs
- new leads
- eQuote responses.
View your notifications
When you have unread notifications, a pulsing red dot appears on the bell icon. The dot doesn't show how many notifications you have.
- In the top navigation bar, select the bell icon.
The Notifications panel opens, with your most recent notifications at the top. - To see older notifications, scroll down. More notifications load as you scroll.
- To go to the job, lead or other record that a notification relates to, select the notification.
The notification is marked as read.
You don't need to refresh the page. New notifications are added to the panel automatically while you're signed in.
Mark notifications as read
To mark a single notification as read without opening it:
- In the top navigation bar, select the bell icon.
- Select the small dot on the notification.
To mark all notifications as read:
- In the top navigation bar, select the bell icon.
- Select Mark all as read.
Mark all as read only appears when you have unread notifications.
Choose which notifications you receive
You can choose which notification types you receive, and whether you receive each one in , by email, both or neither.
- Go to your Profile Settings.
- For each notification type, select or deselect:
- Web to receive the notification in
- Email to receive the notification by email.
- Save your changes.
Notification types are grouped into categories, such as Jobs and tasks and Leads and quotes. To turn every notification type in a category on or off at once, select or deselect the category.
All notification types are on by default until you change them. Timesheet and time off reminders can't be turned off.