01
Configure Owner Alert Phone
- Go to Settings → Business and enter your personal mobile phone number in "Owner Alert Phone".
- Verify the number with the 6-digit confirmation code sent to your phone.
- Select the specific alert triggers you want forwarded via SMS.
02
Choose your alert trigger events
- New Incoming Leads: Immediate alert when a homeowner submits a web intake form or texts your number.
- Quote Approved & Deposit Paid: Instant notification when a client signs an estimate and pays a deposit.
- Customer Message Replies: Receive direct notifications when an active client texts a question.
- Emergency Service Requests: Priority routing for after-hours urgent repair inquiries.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Owner Alert Phone is saved and verified in Settings → Alerts.
- Lead, payment, and urgent message notification toggles are active.
- Test lead submission generates an immediate SMS alert on your mobile phone.
Troubleshooting
When the workflow doesn’t look right
Alert texts are not arriving on mobile.
Verify your phone number in Settings → Business and confirm that notification toggles are switched on.
Keep going