Understanding Notification Categories
Learn what each notification category covers in Local Business Pro: Estimates, Invoices, Jobs, Conversations, and more.
Quick Answer: Notifications are organized by business area: Estimates, Invoices, Billing, Jobs, Appointments, Conversations, Team, and Account. Each category contains related notification types you can configure individually.
Category Breakdown
- Estimates - Quote sent, viewed, approved, rejected
- Invoices - Invoice sent, paid, overdue
- Billing - Payment failed, subscription changes
- Jobs - Job created, status changes
- Appointments - New bookings, cancellations, reminders
- Conversations - New leads, support requests, hot leads
- Team - Team member added, role changes
- Account - Security alerts, plan changes
Prioritizing Categories
- High priority - Conversations (for timely lead follow-up)
- Medium priority - Appointments, Jobs (operational needs)
- Low priority - Estimates, Invoices (can batch review)
- Always on - Account security notifications
Frequently Asked Questions
Q: Can I enable all notifications in a category at once?
A: Currently each notification type is configured individually within categories.
Q: Which categories should I definitely enable?
A: At minimum, enable Conversations for lead alerts and Account for security notifications.
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Last updated: February 1, 2025