In-App Notifications

Stay on Top of Everything

KeyBolt's in-app notification system keeps you informed about important events in real time — without constantly checking every tab. The bell icon in the top-right corner of your dashboard header shows a badge with your unread notification count. When something happens that needs your attention, the count updates instantly.

Viewing Notifications

Click the bell icon to open the notification panel. You'll see a list of recent notifications, newest first. Each notification includes:

• A short description of the event (e.g., "Sarah approved estimate EST-0042")
• A timestamp showing when it happened
• An icon indicating the event type

Click any notification to navigate directly to the related item — the estimate, invoice, job, customer, or inventory item. This is the fastest way to jump to something that just happened.

Notification Types

You'll receive in-app notifications for these events:

• Estimate approved or declined — when a customer responds to an estimate you sent.
• Payment received — when a customer pays an invoice online via Stripe.
• Job completed — when a tech marks a job as complete.
• New customer — when a customer record is created (useful for multi-tech shops).
• Low stock alert — when an inventory item falls below your set threshold.

Clearing Notifications

To clear the unread badge, tap "Mark all as read" at the top of the notification panel. Individual notifications are marked as read when you click on them. Read notifications remain in the panel for reference but no longer count toward your badge number.

Email Notifications

In-app notifications always appear in the bell icon panel. Email notifications are optional and configurable per event type. Go to Settings > Notifications to toggle which events also send you an email. For example, you might want email alerts for payments received but not for new customers. In-app notifications are always on regardless of email settings.

Customer SMS Notifications

KeyBolt can also send text messages to your customers during the job lifecycle. These are toggled separately in Settings > Notifications under the "Customer SMS" section:

• On My Way — texts the customer when you tap "Start Route" with your ETA.
• Arrived — texts the customer when you tap "Arrived" to let them know you're on site.
• Appointment reminder — automatically texts customers 24 hours before a scheduled job.
• Invoice payment link — texts the customer the payment link when you send an invoice.

All customer SMS messages include "Reply STOP to opt out" for compliance. You can turn any of these off individually if you prefer to handle communication differently.