Overview
The Notification Center is a centralized hub where you can view and manage your Housecall Pro notifications so you can stay updated on important activity related to estimates, jobs, tasks, payments, and more.
📌 Note: Alerts related to VoIP and inbox chats with Customers and Employees are not surfaced in the Notification Center.
Using the Notification Center
Managing Notification Settings
Admins (and office staff with permission to update company account info) can view and modify notification settings to control who receives what types of notifications, along with the delivery method they're sent through.
To manage your Notification settings:
First, click the bell icon at the top right of your screen to open the Notification Center.
Then, click the settings gear icon in the drop-down to open your notification settings.
Alternatively, you can manage your notification settings by:
Click the gear icon in the top right corner of your HCP account to open Account Settings.
Then, select Notifications from the menu on the left-hand side.
From here, you can click the pencil icon on each notification to see more details about what triggers the notification and edit the delivery methods and recipients.
Edit Notification Delivery Method & Recipients
You can control how each notification is delivered and who receives it. Manage both the delivery method and the recipients for each type of notification.
To edit the delivery method for notifications:
Click the pencil icon next to the notification you wish to edit.
Check or uncheck the box next to the following delivery method you wish to add or remove.
Browser: For recipients with browser notifications enabled, send a notification to the web browser
Notification center: Notification will appear in the in-app notification center dropdown, available from the “Bell” icon.
Push: Send a push notification to the recipient's mobile device.
Click the blue Save button to save your changes.
To edit the recipients for notifications:
Click the pencil icon next to the notification you wish to edit.
Check or uncheck the boxes to add or remove recipients:
Assignees: The employee assigned to the job or estimate.
Admin employees:
Select all to automatically add any new Admin employees going forward.
Or, check/uncheck individual names to choose specific Admins.
Office Staff employees:
Select all to automatically add any new Office Staff employees.
Or, check/uncheck individual names to choose specific Office Staff.
Click the blue Save button to save your changes.
Estimate Notifications
Notification type | What triggers this Notification |
Email delivery failure - Estimate sent | This notification is generated when an estimate sent email fails. |
Estimate approved or declined | This notification is generated when an estimate is approved or declined by a customer. An email notification will continue to be sent to the support email address. |
Estimate Assigned | This notification is generated when an estimate is assigned to a user. A notification will only be sent if the estimate is scheduled. |
SMS delivery failure - Estimate sent | This notification is generated when an estimate sent SMS fails. |
Invoices & Payment Notifications
Notification type | What triggers this Notification |
Email delivery failure - Invoice due | This notification is generated when an invoice due sent email fails. |
New Dispute Created | This notification is generated when a dispute has been filed against one of your charges. |
Payment failure on job | This notification is generated when a payment fails on a job. You will only receive a payment failure notification if the failed payment has not been corrected by the technician or customer within 30 minutes. |
SMS delivery failure - Invoice due | This notification is generated when an invoice due SMS fails. |
Task Notifications
Notification type | What triggers this Notification |
Task assigned | This notification is generated when a user is assigned a task. A notification will not be sent if you assign a task to yourself. |
Task due soon | This notification is generated on the date a task is due. Notifications will be sent to assignees of tasks at 5AM in their timezone for each task that is due that day. |
📌 Note: Assignees are the only available Recipients for Task notifications.
Viewing Notifications
When you have new notifications, a badge will appear on the bell icon in the top right of your Housecall Pro navigation bar, displaying the number of new notifications you have.
You can click the bell icon on any page of your Housecall Pro account to view your notifications.
Once you click on the notification bell icon, the Notification Center will appear.
Unread/new notifications will be displayed on this list with a blue dot to the left of the notification and a light blue background, while read notifications have a white background.
You can easily filter your Notification Center by doing the following:
Toggle between the All and Unread tabs
The All option will display both read and unread notifications.
The Unread option will only display your unread notifications.
Filter by group to see certain notification types.
Up to 8 notifications will be displayed on the page, with the newest notifications displayed first. You can click the arrow icons at the bottom right of your notification center to review additional notifications.
📌 Note: Notifications older than 30 days will automatically be archived and will no longer display in your notification center.
Changing the ‘Read’ Status of Notifications
After you have clicked on your badged Notification Center bell icon, the blue badge on the bell icon will no longer display.
Individual notifications will remain ‘unread’ until you click on the notification to take action. You can also mark individual notifications as ‘read’ or ‘unread' by clicking the three dots next to any given notification and changing the read status.
Additionally, you can mark all notifications as ‘read’ by clicking the blue 'MARK ALL READ' button in the top right-hand side of your Notification Center.
Taking Action on Notifications
The Notification Center was designed to help you take action. When you click on each notification, you will be redirected to the relevant object in Housecall Pro.
Here are some examples:
Estimate approved or declined: Redirects you to the relevant Estimate.
Estimate assigned: Redirects you to the relevant Estimate.
Email not delivered (Estimate): Redirects you to the relevant Estimate.
Email not delivered (Invoice): Redirects you to the relevant Customer's profile where you can resend one or multiple invoices (how to send a batch invoice)
Payment failed on a job: Redirects you to the relevant Job.
Task Assigned or Task due soon: Redirects you to the relevant task.
FAQs
Will my customers see these notifications?
No, these notifications are internal notifications meant to keep employees up-to-date.
I’m not receiving push notifications on my mobile device or desktop — how do I turn them on?
You may need to adjust the notification settings associated with your browser or your device.
Make sure that the “Do Not Disturb” or "Focus" modes are turned off for your mobile and desktop devices. Otherwise, push notifications will be silenced.
Check out our Help Article: Messaging Within Your Housecall Pro Inbox, which goes into more detail about how to enable desktop notifications.
For iOS devices, you can go to your device Settings and select 'Notifications.' From there, select Google Chrome, and ensure that your notifications are enabled.
Is the Notification Center available on the Mobile app?
Not yet. The Notification Center is only available from the web app, but some notifications include mobile push notifications (see below).
What can I expect from the current Notification Center? Are you planning to add more?
More notifications will be added over time for different areas of the product.
Here are the notification types you can expect to receive right now:
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.