Notifications Settings

Overview

The Notifications page is where builder admins choose who receives your company's automatic alerts by email and text message. It has three cards: the Daily Projected Close Alert, the Daily Report, and the End of the Day Text. Each card has a toggle to turn that notification on or off, and the first two let you pick recipients from your company contacts.

Getting to the Notifications page

1. Open Settings from the sidebar navigation.

2. Click Notifications.

How to configure the Daily Projected Close Alert

1. Turn on Daily Projected Close Alert with the toggle in the card header.

2. In the recipients list, check Email and/or Text for each person who should receive the daily summary of projected close changes.

3. Click Save in the page header.

How to configure the Daily Report

1. Turn on Daily Report with the toggle in the card header.

2. In the recipients list, check Text for each person who should receive a daily text with a link to the daily summary report.

3. Click Save in the page header.

How to turn on the End of the Day Text

1. Turn on End of the Day Text with the toggle in the card header.

2. Choose the Send hour (0–23, in your builder's local time zone).

3. Click Save in the page header.

There is no recipient list for this one — it goes automatically to every employee assigned to a lot who has outstanding items. See End of the Day Text for what it sends and who receives it.

Frequently Asked Questions