Choosing which notifications you get
Surfacely can tell you the moment a client opens a quote, accepts it, pays a deposit or balance, lets an invoice run overdue, sends in a new lead, or when a job's spend starts creeping toward your budget. You decide which of those reach you, and how.
Where to find it
Open your account menu (your name, top of the screen) and choose Notification preferences. It's there for everyone on the team, including crew — not just owners.
Three ways we can reach you
Every notification has three channels you can switch on or off independently:
- In-app — the bell drawer inside Surfacely.
- Email — straight to your inbox.
- Push — a notification on your phone.
So you can, say, get a phone push the second a quote's accepted but keep "quote viewed" to the bell only.
Everything's on to start
A new account gets the full set on every channel — you only ever turn things down, never hunt around switching them on. Three quick presets sit above the grid if you don't want to set each one:
- Everything — all notifications, all channels.
- Alerts only — just job-cost alerts; mutes the quote and payment chatter.
- Nothing — mutes the lot.
Tap a preset, then fine-tune any individual switch from there.
What you can be notified about
- Jobs in progress — job-cost alerts, new leads.
- Quote activity — quote viewed, quote accepted, works confirmed.
- Payments — deposit paid, balance paid, deposit payment failed, invoice overdue.
One handy detail: muting the in-app bell doesn't lose anything — those notifications are still kept quietly, so if you switch the bell back on later, the ones you missed are there. Email and push, once off, simply don't send.