PlanIt Estimating · Getting Started
Turn on notifications for opened, accepted and paid quotes
What does this do?
The bell in the top bar tells you when a customer opens a quote, accepts it or pays a deposit. Turn on push notifications and your phone is told the moment it happens, even with PlanIt closed.
How to use it
- Press the bell in the top bar. The Notifications panel lists what has happened, newest first.
- Press Enable notifications at the top of the panel and allow notifications when your phone or browser asks.
- A message confirms that this device will now be told when a customer accepts or pays.
- Tap any notification to open the job it is about.
- Press Mark all read to clear the unread count on the bell.
Questions this guide answers
- How do I know when a customer has opened my quote?
- How do I turn on push notifications?
- Why am I not getting notifications?
- Where do I see old notifications?