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Notifications

Which events reach each role, and how. Urgent things — a vendor saying “call me” — reach Ops by push and text. Everyone can fine-tune their own.

View only. Only Owner / Admin can change role defaults — your own settings are always yours to change.

Operations Admin · 3 people · your role

Work orders

A vendor replied on a work order (1 / 2 / 3)
“3 — call me” also creates a task
Accepted, but no date after 2 days
A vendor marked work complete
Photos attached — verify from the work order
A vendor asked for a change
Needs an approval

Sales

A client viewed a proposal
3+ views without signing escalates
A client accepted, declined or delayed
A contact clicked a campaign link
Not usually relevant for this role
An RFQ has no quote after 3 days

Money

A project is ready to bill
Not usually relevant for this role
A vendor invoice was held or disputed
A client payment came in
Not usually relevant for this role
QuickBooks couldn’t sync something
Not usually relevant for this role

Vendors

A COI expires within 30 days or lapsed
Lapsed with an open work order is urgent

Tasks

A task is due today or overdue
Daily digest
Someone @mentioned you

Operations

Severe weather at client sites
With a storm-response list
A locked project was reopened
Always logged

Delivery

Daily digest
Tasks due, stuck items and yesterday’s engagement

Just for you, Morgan

On top of your role’s defaults. A ring marks your changes.

A vendor replied on a work order (1 / 2 / 3)
Accepted, but no date after 2 days
A vendor marked work complete
A vendor asked for a change
A client viewed a proposal
A client accepted, declined or delayed
All of yours in My profile
Push goes to the installed app on phones. Texts use the Twilio main number and count toward the monthly segment allowance.