In-app notifications
Module: Core | Platform: Web
The header bell opens your notification drawer for unread and historical alerts tied to jobs, approvals, and system events.
Navigation
Header → View notifications (any main screen)
Overview
The notification panel slides open from the right side of the screen when you click the bell icon in the header. It displays a chronological list of alerts, approvals, and system messages relevant to your role. Unread notifications are highlighted, and a badge count on the bell icon indicates how many unread items are waiting.
| Control | Description |
|---|---|
| Unread / All | Switch between unread-only and full history. |
| Manage Notification Preferences | Opens detailed rules in Settings. |
Bell icon behaviour
| State | Description |
|---|---|
| Badge Count | A red badge on the bell icon shows the number of unread notifications. |
| No Badge | All notifications have been read or dismissed. |
| Click to Open | Click the bell to slide open the notification panel. |
| Auto-Update | New notifications appear in real time without refreshing the page. |
Notification types
| Type | Trigger | Example |
|---|---|---|
| Timesheet Submitted | A worker submits a timesheet for approval. | "John D. submitted a timesheet for March 15." |
| Timesheet Approved / Rejected | A manager approves or rejects a timesheet. | "Your timesheet for March 15 was approved." |
| Schedule Published | A new schedule is published for your crew. | "Schedule for March 18–22 has been published." |
| Job Assignment | You are assigned to a job or a job is updated. | "You were assigned to Project ABC – Job 12." |
| Form Submitted | A field worker submits a safety or inspection form. | "Safety checklist submitted for Job 12." |
| Approval Required | An item (expense, PO, timesheet) requires your approval. | "Expense report from Jane S. requires your approval." |
| Material Order Update | A material order status changes (ordered, delivered). | "Material order #1045 marked as Delivered." |
| Policy Acknowledgment | A new policy document requires your review. | "New safety policy requires acknowledgment." |
| System Alert | Platform events such as sync errors or integration issues. | "QuickBooks sync failed — check connection." |
Clearing and dismissing notifications
| Action | Description |
|---|---|
| Mark as Read | Click a notification to mark it as read. The highlight is removed. |
| Mark All as Read | Click the "Mark all as read" option at the top of the panel to clear all unread badges. |
| Click Through | Clicking a notification opens the related record (timesheet, job, form, etc.) and marks it as read. |
Notifications are not permanently deleted — they remain in your history and can be viewed by switching to the All tab.
Settings
Email, SMS, and category toggles are configured under Notification Control in Settings.
Configurable preferences
| Setting | Description |
|---|---|
| In-App Notifications | Toggle which categories of notifications appear in the bell panel. |
| Email Notifications | Choose which events trigger an email to your address. |
| SMS Notifications | Enable text message alerts for critical events (requires Twilio integration). |
| Quiet Hours | Set time windows during which non-urgent notifications are suppressed. |
How notifications connect to other features
| Feature | Relationship |
|---|---|
| Timesheets | Submission and approval events generate notifications for workers and managers. |
| Scheduling | Published schedules, shift changes, and job assignments trigger notifications for affected workers. |
| Forms | Form submissions (safety checklists, inspections) notify the relevant manager or reviewer. |
| Approvals | Expense reports, purchase orders, and other approval workflows notify the approver. |
| Policy Documents | New document publications and acknowledgment requests appear as notifications. |
| Material Orders | Status changes on orders notify the requestor and project lead. |
| Integrations | Sync errors or connection issues with QuickBooks, Twilio, or other integrations generate system alerts. |