Manage your personal notifications
Some notifications are yours to control. The Notifications card on your Personal Settings page lets you choose which ones you receive and whether Essential emails you a digest, without affecting anyone else on your team.
Technician schedule-change notifications use a separate mobile preference controlled by your business's admin policy. See Configure technician schedule-change notifications.
Where to find it: Settings → Personal Settings → Notifications
Email digest
Essential emails you a digest of the notifications and activity you choose. By default, this includes your notifications, such as teammate mentions, and business activity you have permission to view: quotes, invoices, jobs, customers, tasks, inspection reports, and inventory.
The email separates Your notifications from Activity feed, with record names, who made each update, and links back to Essential. It can contain either section or both. The digest is on by default and is sent only when there are new notifications or activity to include.
Visit activity in the same digest is grouped into one entry, with the job number, customer, property, and visit date. When the digest includes a Job Summary submission or update, that entry also includes Tech Visit Notes and related inspection-report activity. Repeated edits to the same report are combined, so the email count reflects the grouped updates. You can open the job in Essential for the full details.
Choose how often Essential sends the digest:
Off — Essential does not email you notification digests. Your notifications still appear in Essential.
Every hour — the default. Essential groups your notification emails into an hourly digest.
Every day — Essential groups your notification emails into a daily digest.
To change the frequency:
Open Settings → Personal Settings.
In the Notifications card, select Off, Every hour, or Every day under Email frequency.
Click Save.
The change is not applied until you save it.
Your email frequency applies to both sections. Turning email Off does not change the notification bell or mark your Activity Feed as read. Re-enabling email starts fresh for activity, without emailing updates from the period when it was off.
Choose which events you receive
Notify me about is one shared selection for your Activity Feed, notification bell, and email digests. The Activity Feed gear opens the same editable form in its dropdown. The notification bell gear opens Personal Settings. Your choices follow your account across devices.
Choose any combination of events. To receive only signed quotes, customer notes and paid invoices, select Choose events, click Clear events, then check Signed quotes, Customer notes, and Paid invoices. Click Save. Other activity and direct notifications stay off unless you select them too.
For your own selection:
Under Notify me about, select Choose events.
Check the types you want in each group. For example, turn off created invoices while keeping paid invoices. A group checkbox selects or clears the whole group.
Under Direct notifications, choose mentions, reminders, new service requests, report PDFs, purchase order updates, and accounting sync failures.
Turn off Include my own activity to skip changes you performed yourself.
Click Save.
Customer notes includes notes and timeline comments on customers and properties. Paid invoices means fully paid; select other invoice and payment types for partial payments. Leave Include my own activity on if manually recorded payments and notes you add should appear.
All events includes new types added in the future. With Choose events, new types stay off until selected. Clear events empties both in-app lists and stops digest emails. Record timelines still retain their history.
Email frequency is independent. With email Off, you can still edit your event choices and receive matching in-app updates. Turning email back on keeps those choices.
Saving event choices starts a fresh digest period: earlier updates are not emailed. Changing only hourly/daily frequency keeps the current period. Saving does not mark hidden events as read. Saving from the Activity Feed dropdown or Personal Settings updates the same account preferences. There is no separate temporary category filter.
When more than 100 activity updates match your choices and permissions in one period, Essential sends one short Activity summary with a link back to Essential. Excluded activity does not count toward the limit. Updates covered by the summary are not carried into later emails in batches of 100. Selected direct notifications keep their details in the same email.
New service requests
Website intake form and Customer Portal requests notify back office users by default. Clicking the notification opens the request and its submitted answers.
To turn them off, select Choose events, uncheck New service requests under Direct notifications, and click Save. This hides that type in the bell and excludes it from digest emails.
Good to know
These preferences are per-user, so your choices do not change what your teammates receive.
New hires are notified automatically; there is no list for an admin to keep up to date.
It follows your account, so it applies wherever you sign in.
Turning New service requests off hides existing request notifications and stops new ones in the bell and digest. Related activity can still appear in the Activity feed section if you have access. A shared-inbox email copy of each submission is set up separately, business-wide, under Settings → Customer Experience → Intake Form → Notifications — see Get notified about new service requests.
The digest's Your notifications section only includes notifications you haven't yet read in Essential.
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