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Notification Center
Notification Center

This guide explains what the Notification Center is, how to use it effectively, and what you can expect from this feature.

M
Written by Molly Pines
Updated over a week ago

Great news: Notification Center is now released to 100% of pros (web only)

Overview

Welcome to your new Notification Center!

The Notification Center is a centralized hub where you can view and manage all your Housecall Pro notifications so you can stay updated on important activities and events related to estimates, jobs, and payments.

Please Note: The Notification Center does NOT replace the way you currently receive notifications today. If you receive an email notification, you will still receive that notification in addition to receiving an alert in the new Notification Center, located in the top right corner of your Housecall Pro navigation bar.


Using the Notification Center

Viewing Notifications

When you have new notifications, a badge will appear on the bell icon located in the top right side of your Housecall Pro navigation bar, showing a number indication of how many new notifications you have.

  • You can click the bell icon on any page of your Housecall Pro account to view your notifications at any time.

  • 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 simply have a white background.

  • You can easily filter your Notification Center by toggling between the 'All' and 'Unread' options.

    • The 'All' option will display both read and unread notifications.

    • The 'Unread' option will only display your unread notifications.

  • Your Notification Center will display 8 notifications at a time, but you can click the arrow icons at the bottom right of your notification center to review past notifications.

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 either click on the notification to take action or mark the notification as ‘read.

  • 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.

  • Finally, 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 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 or invoice

  • 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 to my mobile device or on 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.

  • Can I edit my notification settings?

    • Not yet. We plan to build a settings page where you will be able to edit who receives these notifications and how they are delivered.

  • Can I turn the Notification Center off?

    • Please reach out to support via the blue chat bubble and our Support team will help coordinate deactivating the feature for your account.

  • 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 the chart below).

  • What can I expect from the current Notification Center? Are you planning to add more?

    • Notifications can be overwhelming. We wanted to build a Notification Center with a limited number of notifications we hear Pros request frequently and incorporate more notifications once you have the ability to edit notification settings.

    • Here are the notification types you can expect to receive right now:

Notification

What triggers it

How you will receive it

Who sees it

Estimate approved / declined

When an estimate is approved or declined by the customer

  • Email (existing)

  • Notification Center in HCP

  • Browser alert (if enabled)

  • Push notification on mobile

All users with the office staff & admin role

Estimate assigned

When an estimate is assigned to a user

  • Notification Center in HCP

  • Browser alert (if enabled)

  • Push notification on mobile

Assignee(s)

Payment failure on job*

When a payment fails on a job for more than 2 hours*

*You will only receive a payment failure notification if the failed payment has not been corrected by the technician or customer within 30 minutes

  • Notification Center in HCP

  • Browser alert (if enabled)

  • Push notification on mobile

All users with the office staff & admin role

Email not delivered to customer (Invoice due, Estimate sent)

When an invoice due or estimate sent email fails

  • Notification Center in HCP

  • Browser alert (if enabled)

  • Push notification on mobile

All users with the office staff & admin role

Task assigned

When an employee is assigned a task

  • Notification Center in HCP

  • Browser alert (if enabled)

  • Push notification on mobile

Assignee(s)

Task due soon

When the assignee has a task due that same day*

*Assignees will receive a notification at 5AM in their timezone for each task that is due that day

  • Email (existing)

  • Notification Center in HCP

  • Browser alert (if enabled)

  • Push notification on mobile

Assignee(s)

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