Notifications

Overview

Only alerts that actually fire are listed. There is one threshold to type (the large-quote amount), one switch that is on by default (invoice paid), one choice of lead time (reminders), and one per-browser switch. A footer card, Client-facing emails, reminds you that quote, receipt and follow-up emails are configured elsewhere: what they say lives in Email Templates, when they go out in Follow-ups.

Large quote created

Emails everyone with an owner or admin role when someone on your team writes a quote above this amount. Until you set an amount the card says Not set up yet — no alerts are being sent.

1. Tick Send this alert.
2. Type the threshold under Alert me above — in your currency, whole quotes above it qualify.
3. Press Save. Untick the box and save to switch it off; the amount is kept.
4. Expect the email within a day: the check runs on a daily schedule, not the instant a quote is saved.

Invoice paid

Emails everyone with an owner or admin role when a client pays an invoice online. On by default. The single Send this alert box saves as soon as you tick or untick it. A company that has never touched it is on; only an explicit untick turns it off. Manual payments you record yourself do not trigger it.

Appointment reminders

Text the client a reminder before their appointment or job visit. Sent from your business name; clients can reply STOP to opt out. Four pills, one of which is selected: Off, 2 hours before, 24 hours before, 48 hours before. Pressing one saves it.

• Reminders reach both appointments and job visits, once each — never twice for the same visit.
• A client who has opted out is never texted, and a visit with no client phone number simply sends nothing.
• The check runs every hour, so a 24-hour reminder lands within the hour before the 24-hour mark.
• Reminders are included in your plan; nothing is billed per text. The wording is yours to change under Client messages.

Browser notifications

Notify me in this browser is a per-person, per-device switch. Turning it on asks the browser for permission; from then on new activity — the same events as the bell in the top bar, and new messages in your inbox — shows as a system notification while FieldQuo is in another tab. Where push is set up on the deployment, the same events arrive with the tab closed.

• The card states the browser permission plainly: allowed, blocked (with where to change it), or not asked yet.
• Send a test notification shows one now, so you can see the thing itself rather than trust a toast.
• On iPhone and iPad, add FieldQuo to the Home Screen first — Safari only delivers notifications to installed web apps.

Who can see it

Owners and administrators only. The company-wide cards write rules the routes refuse to anyone else, and the browser card is shown on this screen for the same people; the row is hidden from every other level.

Frequently asked questions