Help centre / Performance & Account

Notifications, mobile app & settings

Choosing how you're alerted, installing the portal on your phone, and the other Settings cards.

Settings tab

Notification preferences (Settings)

For each category — new works orders, quote invitations, assignments, schedule changes, document expiries, ratings — choose in-app, email or both. The bell in the header lists in-app notifications and each one opens the record it concerns.

Install the app

The Install app card (or your browser's 'Add to Home Screen') adds the portal to your phone as a full-screen app that stays signed in and can receive push notifications — allow them when prompted so urgent emergencies reach you even with the browser closed.

Also in Settings: Live calendar subscription, My availability, and Replay walkthrough for the 5-step tour.

Offline

If you lose signal on site, Arrived / En Route / Complete actions are saved on your phone and sent automatically when you're back online — watch for the small sync indicator.

Related: Schedule tab & calendar subscription · Availability & block-out days