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
Alerts your team when a request has passed its due date without resolution.
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 Deposit Received
Alerts your team when a deposit has been paid on an invoice.
Partial Invoice Payment Received
Notifies your team when a partial payment is made toward an invoice.
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.
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.
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.