Notifications

YardPilot keeps you informed about important events in your business with real-time notifications. Never miss a new work request, quote approval, or completed visit.

How Notifications Work

Notifications appear in real-time as a badge on the bell icon in the top navigation bar. When something important happens, you'll see:

1. A red badge showing the number of unread notifications
2. The notification panel slides open when you click the bell
3. Each notification shows what happened and when

What You'll Be Notified About

Work Requests

• New work requests from clients via the Client Portal
• Helps you respond quickly to potential jobs

Quotes

• Quote approved by a client
• Quote change requested by a client
• Stay on top of quote activity without checking your email

Jobs

• New jobs created (from quotes, work requests, or manually)
• Team assigned to a job (for field staff)
• Know immediately when there's new work to schedule

Visits

• Visit scheduled (for assigned team members)
• Visit completed (for office staff)
• Visit cancelled
• Keep track of what's happening in the field

Expenses

• Expense submitted for approval (for managers)
• Expense approved (for the team member who submitted)
• Speed up your expense approval workflow

Billing

• Invoice sent to client
• Payment received
• Track your cash flow in real-time

Managing Your Notifications

Viewing Notifications

1. Click the bell icon in the top navigation
2. The notification panel opens showing your recent notifications
3. Unread notifications are highlighted
4. Click a notification to view more details or take action

Marking as Read

• Single notification: Click the notification to mark it as read
• All notifications: Click "Mark all as read" at the top of the panel

Deleting Notifications

• Single notification: Click the delete icon on the notification
• All read notifications: Click "Delete read" to clear old notifications

Notification Badge

The red badge on the bell icon shows how many unread notifications you have:

• No badge = No unread notifications
• Number badge = That many unread notifications
• 99+ = More than 99 unread notifications

Real-Time Updates

Notifications arrive instantly without needing to refresh the page. YardPilot uses WebSocket technology to push updates to your browser in real-time.

TIP

If you notice notifications aren't appearing in real-time, try refreshing the page. The system will automatically fall back to periodic checks if the real-time connection isn't available.

Who Gets Which Notifications?

Different team members receive different notifications based on their role:

Notification Type	Owner	Admin	Office	Field
Work requests	Yes	Yes	Yes	No
Quote approved	Yes	Yes	Yes	No
Quote change requested	Yes	Yes	Yes	No
Job created	Yes	Yes	Yes	No
Team assigned to job	No	No	No	Yes
Visit scheduled	-	-	-	If assigned
Visit completed	Yes	Yes	Yes	No
Visit cancelled	Yes	Yes	Yes	If assigned
Expense submitted	Yes	Yes	No	No
Expense approved	-	-	-	Submitter only
Invoice sent	Yes	Yes	Yes	No
Payment received	Yes	Yes	Yes	No

Tips for Managing Notifications

1. Check regularly - Review notifications at least once a day to stay on top of important updates

2. Act on them - Click through to handle items that need action, like quote change requests

3. Clear old ones - Use "Delete read" periodically to keep your notification panel clean

4. Mobile access - Notifications also appear in the mobile app, so you can stay informed on the go

Troubleshooting

Not receiving notifications?

1. Make sure you're logged in
2. Check that you have the correct role for the notification type
3. Try refreshing the page
4. Check your browser allows WebSocket connections

Notifications not updating in real-time?

The system automatically falls back to checking for updates every 30 seconds if real-time connections aren't available. This ensures you still receive notifications even if there are network issues.

Related Topics

• Team Roles & Permissions - Understand what notifications each role receives
• Work Requests - Learn about the Client Portal work request feature
• Quotes - Managing quotes and approvals