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OPERATIONS

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CLIENTS

ClientsLeads

FINANCE

QuotesInvoicesPurchase OrdersReports

SETTINGS

StaffNotificationsUsersChecklists
DU

Demo User

Green & Co Landscaping

Admin
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DU

Settings

Notification Defaults

Set the default notification preferences for new clients. You can override these per client from their profile page.

Job Confirmation

Sent when a job is confirmed and scheduled

Day-Before Reminder

Sent the day before a scheduled job

Job Completion

Sent when a job is marked complete

Invoice Overdue Reminder

Sent when an invoice becomes overdue

Review Request

Sent after job completion to request a review

Send afterhours after job completion

Apply defaults to all existing clients

Overwrites all 22 clients' notification preferences with the defaults above.