What you'll do
Decide which business events reach you, and whether they arrive as a browser or phone push, an email, or both. This page is about alerts to you. The texts and emails your customers receive are configured in Message Center → Automated Messages.
Looking for Quo call alerts?
- Connect Quo and manage calls
Choose owner call alerts and quiet hours in the Quo guide.
Do this
- 1
Open Settings → Notifications
Under Account in the settings menu.
- 2
Turn on browser push
Press Enable push and allow the browser prompt. If the status reads Blocked in browser, click the lock icon in the address bar → Notifications → Allow, then reload the page. On a phone, install Zentive first (Settings → Install App) so push can work.
- 3
Tick Push and Email per event
Money: Invoice paid, Invoice past due, Payment failed (autopay or saved-card charge failed), Stripe payout received. Quotes & Leads: New lead submitted, Quote approved, Quote declined, Quote signed. Schedule & Crew: Job rescheduled or canceled, Job marked complete, Crew clocked in, Timesheet submitted. Messages: New message from the portal.
- 4
Changes save as you toggle
There is no separate save button. Co-owners have their own settings.
Alerts you cannot switch off here
Delivery problems are always surfaced on the dashboard under Needs your attention: a bounced customer email, an invoice email that failed, or a quote approval confirmation that could not be sent. The daily summary and Monthly Business Review emails are managed under Message Center → Automated Messages (the To you channels).
Did this solve your problem?
Contact Zentive support
Tell us what happened and what you have already tried. We will include this article so you do not have to start over.