System reminders and notifications

System reminders

The system can notify you about overdue projects, jobs, and invoices by email.

Please find more info here.

Notifications

There are two types of notifications in the system:

• Automatically generated by the system

• Generated by users

To find more, please check the corresponding articles below.

Notifications generated with participation of users

Create account

• To the account owner when creating an account.

Accept invitation

• To a manager when accepting invitations from a company to join their account as a manager.

• To a vendor when accepting invitations from a company to join their account as a vendor.

Reset password

• To the account owner when they resetting their password.

Change profile settings

• To the account owner when they changing their profile data.

Quotes

• To a secondary manager (if assigned) when converting a quote to the project.