Notifications & reminders

In-app notifications and scheduled push notifications keep you on top of work.

• 7 AM — daily job review summary for the day ahead.
• 9 PM — reminder push for upcoming/overdue tasks.
• 24h before appointment — automatic customer reminder (you control the template).

1. Open Reminders and tap Add Reminder.
2. Title (required) — what needs doing. Description for any detail worth having later.
3. Due Date — when it should surface.
4. Type — Lead Follow-up, Estimate Follow-up, Appointment, Invoice Follow-up, Callback, or General. The type sets the icon and helps you scan the list.
5. Assign to — tick one or more team members; everyone you pick gets the due-date notifications. Leave it empty to keep it personal.
6. Repeats — leave on Never, or pick a cadence and an optional end date.
7. Tap Save.

• Two tabs, Active and Completed, each with a count.
• Each card shows the type icon, title and description, due date, a repeat pill when it recurs, and small avatars for everyone assigned.
• Tap Complete to finish one. If it repeats, the next one is created immediately and you're told the new date.
• Tap Reopen on the Completed tab to bring one back.
• Swipe a card to delete, with a few seconds to tap Undo. Tap anywhere on a card to edit it.

Under Settings → Notifications there's a card for the device you're on. Tap Turn on notifications and accept your browser or phone's permission prompt. On iPhone, alerts only work once the app is added to your home screen — tap Show me how for the steps. If you previously declined, allow them in your device settings and tap Reconnect this device. Once on, you can Send a test notification to prove it works.

Your devices lists everything you've registered — phone, tablet, computer — with the date it was added, so you can remove ones you no longer use.

All Notifications is a master switch. Below it, each category can be turned on or off on its own:

• New Leads — a new estimate request or lead arrives.
• Customer SMS — incoming texts from customers.
• Note Mentions — a teammate @mentions you.
• Daily Jobs Briefing — morning summary of today's schedule.
• Job Assignments — jobs assigned to you, or marked complete.
• Schedule Changes — reschedules and cancellations.
• Reminders — tasks and follow-ups that are due.
• Status Changes — lead and work order status updates.
• System Notifications — app updates and system alerts.

Changes save as soon as you flip a switch.

• Bell icon shows the unread count.
• Tapping a notification jumps to the related record.
• Read state is per-person.

• Notification settings are per-person and per-device — turning one off on your phone doesn't affect your teammates.
• The wording your customers receive is set separately under Settings → Customer Notifications.
• Multiple assignees share one reminder; completing it completes it for everyone.
• Reminders attached to a job that's on hold won't nag you.
• All timing follows your business's local timezone from your settings.

Desktop: sidebar → Reminders + bell icon top-right, and Settings → Notifications. Mobile: More → Reminders + bell in header.