Push notifications
What the app alerts you about, who gets each alert, and how to turn notifications on or off.
The app sends alerts to your iPhone or iPad when something happens that needs you. Tap a notification to open that job, quote, request or invoice in the app. Notifications show even while the app is open.
What you're notified about
These go to the people who run the business: Owners, and anyone whose role includes Business settings.
| Notification | When |
|---|---|
| Quote signed | A customer signs a quote online. |
| Payment received | A customer pays a deposit or an invoice online, with any tip. |
| Payment sent by Venmo (or Zelle, PayPal…) | A customer says they've sent a payment. Confirm it when it arrives. See Invoices and payments in the app. |
| Venmo says you got paid | A forwarded payment email matches an invoice (payment emails). Tap to mark it received. |
| Venmo payment received | A forwarded payment email matched strongly and was marked received for you (payment emails with auto-confirm). |
| Automatic payment failed | A customer's saved card or bank payment for an invoice didn't go through. |
| New request from your website | Someone fills in your website's contact form. |
| New request from Client Hub | A customer asks for work from their Client Hub page. |
| New online booking | A customer books a time online. The team member booked gets it too. |
| Text from … | A customer texts your business number, on businesses with texting. |
If your business uses high-value quote alerts, Owners and Office staff also get Big quote opened, Big quote approved and Big quote has gone quiet for quotes over the amount you set.
Anyone on the team can get this one:
| Notification | When |
|---|---|
| New visit assigned | Someone puts you on a visit. You don't get it for visits you assign to yourself. |
Turn notifications on
The first time you sign in, the app asks to send notifications. Tap Allow.
If you tapped Don't Allow, or want to change it later:
- Open the iPhone Settings app.
- Tap Notifications, then Hello to Paid.
- Turn on Allow Notifications. You can also choose banners, sounds and badges here.
Turn notifications off
Follow the same steps and turn off Allow Notifications. You can switch them back on at any time.
Not getting notifications?
- Check Settings → Notifications → Hello to Paid on your phone.
- Make sure you're signed in to the app on that phone. Notifications go to every phone where you're signed in.
- Signing out stops notifications on that phone.
- Check your role. Most alerts only go to the people who run the business.
- Check your plan includes push notifications. See Plans and features.