Settings → Notifications

What it is

The matrix that drives recipient resolution. Categories collapse, and a single/multiple accordion mode mirrors the sales pipeline's behaviour. Saving upserts one preference row per event. A rejected save rolls the toggle back and says why, loudly.

Also called: notification settings · who gets emailed · turn off notifications · alert preferences

See it

Settings → Notifications

Day rate

$600

Days figured

5

Crew size

3

Fuel & equipment

$300

Finished 2 days early — $1,600 back to the crew

The matrix with one category expanded, role checkboxes and channel switches per row, and the Fires-when line under each event name. NotificationsTab.tsx. Sample data — no customer information appears here.

How it works

1Rows come from the shared event catalogue so the tenant and platform screens can never describe different things.
2Each row saves independently; sweeps write every row in one request.
3A failed save restores the previous value and shows the error in the same banner the sweeps use.
4Task automations are embedded at the bottom of the same screen.

Why we built it

Categories are “see the different categories and have all of the notifications in each of the respective categories”, and 'headers are toggleable'. Automations were folded in here for the same reason: 'notifications ARE automations in people's minds'. The rollback is bug: 'toggles looked saved, then reverted on refresh… A rejected save must never masquerade as saved.'

The problem

Silent save failures presenting as success
An unnavigable flat list of events

Sound familiar?

“I don't know who is getting these emails”“I turned it off and it turned itself back on”“the settings list is a wall of checkboxes”

What you get

Per-event, per-role, per-channel control

A failed change tells you instead of lying

What's inside

The account-level on switch

A single switch above the matrix deciding whether this system may contact the account or its customers at all — off for every account until someone turns it on.

Internal versus to-customers

A filter splitting messages that stay inside the company from messages the customer actually sees, labelled in those words.

One switch per channel for customer messages

Every customer-facing message carries independent Email and Text switches, so you can text them about the estimate and email them the contract.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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