A Central Notification Inbox
You’ll now see a notification icon inside Handoff.
This opens your Notification Inbox, where every update appears in one place with:
Clear timestamps
Project context
Direct links to the related estimate, proposal, invoice, or project
Nothing disappears — your Inbox acts as your permanent notification history.
Notifications Based on Your Role & Assignments
Notifications are permission-aware.
You receive updates based on your role
You see updates only for projects you are assigned to
Admins may see broader updates based on access
This ensures:
The right person sees the right update
Owners are not the only visibility bottleneck
Sales, PMs, and field crews stay aligned
Types of Notifications
Notifications fall into two main categories:
1. Client Activity Notifications
You’ll be notified when a client:
Opens a proposal
Approves or declines a proposal
Opens an invoice
Completes a payment
Interacts with a change order
These are critical cash-flow and momentum moments.
Clicking a notification takes you directly to the related object.
2. Internal Notifications
You may also receive updates when:
A project is assigned to you
You’re added to a project
Project activity changes
AI tasks (like estimates) complete
Clicking these notifications takes you directly to the related project or task.
Control How You’re Notified
Each user controls their own notification preferences.
To manage settings:
Go to Account Settings
Open Notification Settings
Choose your preferred channels
Available delivery methods:
In-App (Inbox) — Always available
Browser / Push Notifications
Email
SMS
You can turn categories on or off depending on your preference. The Inbox remains your source of truth — even if you disable other channels.
AI Notification Summary
Instead of reviewing dozens of individual alerts, you can:
Summarize your notifications
Get a quick overview of what happened recently
The AI summary helps highlight:
New project assignments
Approvals or declines
Payments received
Important updates in the last 24 hours
This gives you clarity without constant interruption.
Mobile Support
The Notification Inbox is also available in the mobile app.
You’ll see:
The same updates
The same project links
The same summaries
Whether you’re in the field or at your desk, your notifications stay synced.
Tips for Best Results
Enable browser notifications if you want real-time alerts
Use the AI summary daily to review what changed
Assign projects clearly so notifications route correctly
Customize your delivery channels to avoid overload
If you need help setting up notification preferences or aren’t receiving updates as expected, contact us at [email protected]