Help center / Your account
How to get notified when a customer acts
You don't have to keep checking the app. QuoteDash can email you, text you, or both when a customer accepts a quote, sends a message, picks a start date or pays.
Steps
- Open Settings and find Notifications.
- Tick Email me to get emails at your business email. Make sure your email is filled in under Business details.
- Tick Text me and enter your mobile number if you want texts as well.
- Under Tell me when, tick the things you want to hear about.
- Tap Save, then Send me a test to check that it reaches you.
- The Recently sent to you list shows what was sent and whether it got through.
Good to know
- You can hear about a customer accepting or declining a quote, sending a message, picking a start date, approving or declining a change order, and a payment coming in online.
- A customer opening a quote for the first time is also on the list. It starts switched off.
- A text notification is one short sentence with a link straight to the quote or invoice.
- Notifications to you are separate from the texts you send to your customers.
Questions
- Why haven't I received a notification?
- Check that Email me or Text me is ticked, that the event is ticked under Tell me when, and that your business email or mobile number is filled in. Send me a test shows whether it gets through.
- Can I turn some of them off?
- Yes. Untick any event under Tell me when and save. You only hear about the ones left ticked.
Related help
Still stuck? Contact support. New to QuoteDash? It is free for 14 days, with no card needed. Create your account