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 notification settings, click the settings icon in the notification center bell icon drop-down, or navigate there from Settings -> Notifications
From here, you can click the edit icon on each notification to see more details about what triggers the notification and edit the delivery methods and recipients.
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 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:
Notification | What triggers it |
Estimate approved / declined | When an estimate is approved or declined by the customer |
Estimate assigned | When an estimate is assigned and scheduled |
Payment failure on job* | When a payment fails on a job for more than 30 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 |
Email not delivered to customer (Invoice due, Estimate sent) | When an invoice due or estimate sent email fails
|
Task assigned | When an employee is assigned a task by someone else |
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 |