See what's happened with your estimates, invoices, calls, and messages, and choose which events Onsite notifies you about.
See your activity notifications
You can review activity notifications in the mobile app. You can open the related record straight from a notification.
Open Home.
Select the bell in the upper-right corner.
Review your recent activity, such as Invoice viewed, Estimate viewed, and Estimate won.
To find a type of activity, use the category chips, such as Calls, Voicemails, Messages, and Approvals.
To see the details, select a notification. The related record opens.
When you're done, select the close button to return to Home.
Choose which notifications you get
These are your personal preferences.
Open your settings. On web, select your name at the bottom of the sidebar, then Settings. In the mobile app, on Home, select the account icon (the circle of dots) in the upper-right corner.
Select Notifications. In the mobile app, it's under Account.
In Standard, turn on the notifications you want and turn off the rest.
In AI features, turn on the notifications you want and turn off the rest.
Section | Notifications |
Standard | Missed call, New voicemail, New text message, Invoice paid, Invoice viewed, Estimate won, Estimate viewed, New booking request |
AI features | New job approval, New follow-up |
These settings don't change what your customers receive. Customer messages are managed in Settings > Customer communications.
If you're not getting notifications
Tip: In the mobile app, if notifications are off in your phone's settings, a warning appears at the top of Notifications. Turn notifications on in your phone's settings, or you won't get alerts even when the switches are on.
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