Notifications in BluePro help your team stay informed and proactive, while ensuring customers receive timely updates. There is plenty of flexibility in how you can configure notifications. This guide outlines all available notifications, who they’re for, and how they can be customized at the workspace or user level.
These notifications are sent to Owners, Admins, and Managers by default (learn more about user roles). Most can be configured at both the workspace level (applies to all users) and the user level (personal preferences).
New Appointment Scheduled
Notifies your team when a new appointment is scheduled.
Upcoming Appointment Reminder
Reminder sent to assigned team members 24 hours before an appointment.
Appointment Completed
Notifies your team when an appointment is marked as completed.
Appointment Missed
Alerts your team when an appointment is manually marked as missed.
New Event Scheduled
Notifies team members when a new internal event is added.
Upcoming Event Reminder
Reminder sent 24 hours before a scheduled internal event.
New Account Added
Alerts your team when a new user account is added to the workspace.
Account Removed
Notifies your team when a user account is removed from the workspace.
New Request Created
Notifies your team when a new customer request is submitted.
Overdue Request
Sent automatically when a quote has a new status for more than 3 days.
Quote Awaiting Response
Notifies your team when a quote has been sent and is awaiting customer feedback.
Quote Accepted
Alerts your team when a customer accepts a quote.
Quote Declined
Notifies your team when a customer declines a quote.
Job Scheduled
Alerts your team when a new job is scheduled.
Job Completed
Notifies your team when a job is marked as completed.
Job Cancelled
Notifies your team when a job is cancelled.
Invoice Sent
Notifies your team when an invoice is sent to a customer.
Overdue Invoice
Alerts your team when an invoice becomes overdue.
Invoice Paid in Full
Notifies your team when an invoice has been fully paid.
Invoice Cancelled
Notifies your team when an invoice is cancelled.
New Assignment Received
Notifies internal users when they are assigned to a quote, job, event, appointment, or request.
New Payment
Notifies internal users when a payment is made to a quote or invoice.
These notifications are sent directly to your customers and are configured at the workspace level.
Appointment Confirmation
Notifies the customer when an appointment is scheduled for them.
Upcoming Appointment Reminder
Sends a reminder to the customer 24 hours before their appointment.
Overdue Invoice Reminder
Alerts the customer when their invoice is overdue.
Invoice Payment Confirmation
Confirms that a payment has been received successfully.
Payment Received
Sent when a customer makes a credit card payment on an invoice or quote.
Quote Awaiting Response
Sent to the customer 1 day after a quote is sent (either marked as sent or sent via email) then 3 days thereafter until the quote is approved or rejected.
Quote Awaiting Deposit
Sent to the customer 1 day after a quote is marked awaiting deposit (either marked manually or via customer approving a quote) then 3 days thereafter until the quote is paid.
To manage notifications:
Internal Notification Settings
Go to Settings > Internal Notifications to manage default internal notification types for team members.
Customer Notification Settings
Go to Settings > Customer Notifications to manage customer notifications.
User Preferences
Each internal user can manage which internal notifications they receive by going to My Account > Notifications.
Keeping your team and customers informed leads to better communication, faster workflows, and higher satisfaction. For help configuring notifications, visit other Help Center articles or contact BluePro Support.