Billing & Account

Understanding Notification Categories

Learn what each notification category covers in Local Business Pro. Estimates, Invoices, Conversations, and more explained.

beginner 4 min read notifications categories types understanding
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Quick Answer: Notifications are organized by business area: Estimates, Invoices, Billing, Jobs, Appointments, Conversations, Team, and Account. Each category contains related notification types you can configure individually.

Category Breakdown

  • Estimates - Quote sent, viewed, approved, rejected
  • Invoices - Invoice sent, paid, overdue
  • Billing - Payment failed, subscription changes
  • Jobs - Job created, status changes
  • Appointments - New bookings, cancellations, reminders
  • Conversations - New leads, support requests, hot leads
  • Team - Team member added, role changes
  • Account - Security alerts, plan changes

Prioritizing Categories

  • High priority - Conversations (for timely lead follow-up)
  • Medium priority - Appointments, Jobs (operational needs)
  • Low priority - Estimates, Invoices (can batch review)
  • Always on - Account security notifications

Frequently Asked Questions

Q: Can I enable all notifications in a category at once?
A: Currently each notification type is configured individually within categories.

Q: Which categories should I definitely enable?
A: At minimum, enable Conversations for lead alerts and Account for security notifications.