Notification settings

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Notification Settings (1:23 video). Open on its own page

Pause all customer notifications

The Customer Notifications card at the top has one switch: Pause all customer notifications. While it is on, Pool Founder sends nothing to your customers (no emails, texts, or customer app pushes) until you turn it back off. Use it while you are still running your old software, so customers don't hear from two systems. Only an owner or administrator can change it.

• Automatic messages are skipped, not sent later: service reports, on-the-way texts, invoice emails and texts, receipts, reminders, review requests, and lead replies.
• Send buttons are blocked with a "Customer notifications are paused" message (quotes, invoices, service reports, texts, broadcasts, email blasts). The texting assistant only drafts.
• Visits, invoices, and payments still save, autopay still charges, and your team's own notifications and sign-in codes keep working.

While it is on, an amber Customer notifications are paused bar shows at the top of every dashboard page. There is no per-customer version and no automatic end date.

Delivery channels

• Push notifications — sent to your phone through the Pool Founder mobile app for medium-priority events and above.
• Email notifications — delivered to your account email with a link to the details, when a push can't reach your phone: you aren't signed in to the mobile app, push is turned off, notifications for the Pool Founder app are turned off in your phone's own Settings, it's during your Quiet Hours, or the push fails. If the push gets through, you don't also get the email. If you have the mobile app but push is turned off, these emails include a Prefer phone notifications? note with a link back to this page so you can turn push on.
• Only email high-priority events — appears under the email toggle when email is on, and is on by default. While it is on, only high-priority and critical events are ever emailed. Medium-priority events (such as Visit Flagged for Review) are never emailed, not even when a push can't reach your phone: they stay in the in-app feed, plus a push if push is on. Turn it off to also get emails for medium-priority events (more mail).
• Also email me when I get a push — appears under the email toggle when email is on. Off by default: an event that qualifies for email (per the setting above) is emailed only when the push can't reach your phone. Turn it on to get the email even when your phone already got the push.
• Text me when the assistant needs me — on by default. When your phone assistant takes a message, flags an urgent one, sends the reminder that a message still hasn't been called back, or hands a text conversation to a person, and when a caller leaves a message on Pool Founder voicemail (a line with no assistant), you also get a text from your company's own business line at the cell number on your profile (Employees page), and an email even if the push reached your phone. These alerts come from your business line once texting is live on it; until then you get the push and email only. Urgent messages come through Quiet Hours; the others wait until Quiet Hours end. Turn the switch off to stop the texts (you still get the push and email). The texts never show up as a conversation in your Phone inbox.

Notifications turned off in your phone's Settings

Your phone has its own notification switch for each app (iPhone: Settings > Notifications; Android: Settings > Apps > Notifications). If notifications for the Pool Founder app are off there, pushes can't show on that phone even though Push notifications is on here. The mobile app checks that switch every time it is opened or brought back to the screen and tells Pool Founder. While it is off, alerts skip the push and go straight to email instead, following your email settings above (so with Email notifications off, they stay in the in-app feed only).

• This page shows a Push off on your phone note under Push notifications, and those emails carry a Notifications are off on your phone note saying where to turn them back on.
• Anyone who can view employees sees it on a teammate's employee page (Employees, then their name): the Contact Information card shows Phone Notifications with Push off on their phone (or On in the mobile app), and when the app last checked. Pool Founder can't change a phone's settings; the person has to turn notifications back on in their phone's Settings.
• After turning them back on, open the mobile app once so it can report the change. Until then alerts keep going by email.
• Nothing shows for someone who has not opened an up-to-date version of the mobile app; their alerts are pushed as before.

The categories

Turn off a category to silence it across every channel, including the in-app feed. The Cancellation request alert is high priority, like a phone message from your assistant: it is pushed and emailed to owners and admins, and texted too (when texting is live on your business number and your Text alerts switch is on). It does not come through Quiet Hours: during them it is not pushed or texted, it waits in your feed and is emailed instead. See when a customer wants to cancel.

Quiet Hours

Quiet Hours pause push notifications overnight, in your company's timezone. Notifications still land in your in-app feed during the window, and because the push is paused, anything that qualifies for email is emailed to you instead. The first time you enable it, the window defaults to 9pm–7am — and overnight windows that cross midnight work exactly as you'd expect. Adjust the From and Until times to taste.

Daily Digest

The Daily Digest is one morning email summarizing the previous day — completions, skips, payments, and requests. It's sent around 7am, and only on days something actually happened. Turn it on as a calm alternative to per-event emails: pair it with "Only email high-priority events" and you'll get one summary a day plus emails only for things that can't wait.

Defaults for admins vs. technicians

Until someone changes their own settings, sensible defaults apply based on role:

• Owners and administrators — push on, email on (used when a push can't reach your phone), "Only email high-priority events" on, and "Also email me when I get a push" off.
• Technicians — push on, email off. Techs live in the mobile app, so they get pushes but no email by default.
• All categories start on for everyone; Quiet Hours and the Daily Digest start off.

The Notifications feed

The bell icon in the top bar opens a panel with your recent notifications; click View all for the full history page. There you can filter with category pills (All, Routes, Jobs, Billing, System, AI Front Desk), flip on Unread only, and clear everything with Mark all read.

• Unread notifications show a highlighted background and an amber dot; clicking one marks it read and jumps to the linked record.
• High and critical notifications carry a HIGH or CRITICAL badge.
• Bursts of the same alert (several jobs added to a route, skipped stops, failed autopay charges, QuickBooks sync failures) show in your feed right away as one entry with a ×N count. The push or email waits about two minutes so the whole burst arrives as one. Everything else is sent immediately.
• When several invoices go past due on the same day, you get one Invoices Overdue notification with how many, the total, and the customer names. It opens the Invoices list filtered to Overdue. A single overdue invoice still gets its own Invoice Overdue notification that opens that invoice.

Low Stock alerts for chemicals and parts

Admins and owners get a Low Stock notification (System & Leads category, medium priority: in-app feed and push) the moment a chemical or part drops from above its Low Stock Alert threshold to at or below it, for example when a technician logs the chlorine that used up the last of your stock, or when you record a removal. The notification reads like "Chlorine is down to 4 Gallon (alert at 5)" and opens that chemical or part so you can Restock from there.

• It fires once per drop. While the item stays low, later visits that use more of it do not send another notification.
• It arms again after a restock takes the stock back above the threshold, so the next time it runs low you hear about it.
• Items with no Low Stock Alert threshold never notify. Set the threshold on the chemical or part to turn the alert on.
• There is no per-item or per-alert toggle. To silence Low Stock alerts, turn off the System & Leads category, which also silences new leads and order updates.

Work Orders Due digest

Every morning at 7am in your company's time zone, if any work orders on Work orders to schedule are Due now or Overdue and not booked yet, admins and owners get one Work Orders Due notification (Jobs & Requests category, medium priority), such as "3 work orders are due or overdue (1 overdue) and not scheduled yet". It opens the Work orders to schedule page.

• One per company per day, and none at all on days when nothing is due. Work orders that are Upcoming (due window more than 14 days out) or have No due date are not counted.
• The send time is not adjustable and there is no per-work-order reminder. To silence it, turn off the Jobs & Requests category.

Task Skipped alerts: required and overdue tasks

When a technician completes a visit without doing a task they were supposed to do, owners and administrators get one Task Skipped notification for that visit (Jobs & Requests category, medium priority: in-app feed and push). It names the tech, the customer and every missed task, for example "Jake Martinez completed Joe Smith's visit without Filter clean (overdue, every 26 weeks)", and opens the job. When more than one task was missed the title reads Tasks Skipped.

Three kinds of miss count:

• A task the tech skipped with Can't do it. The alert quotes their reason, for example: Filter clean (required, reason: "Customer asked not to").
• A required task left unchecked. A task marked required in the job's Edit Tasks dialog that was due on that visit. The technician app normally won't let a tech finish without it, so this mostly catches older app versions.
• A repeating task that came due and wasn't done, like a filter clean set to repeat every 26 weeks. Repeating tasks are optional by default, so this is the common case. It alerts on the first visit after the task came due; if the next visit also skips it, you are not told again until it has been done and comes due once more.

• It is on for every owner and administrator by default. There is no separate switch: to silence it, turn off the Jobs & Requests category, which also silences work order and service request alerts.
• A repeating task never checked off on that job has no due date yet, so it never alerts (unless skipped with Can't do it). Check it off once, or set when it was last done, to start its countdown.
• Optional tasks that repeat every visit never alert, and neither do visits the office logs with Log Completion. You are not alerted about a visit you completed yourself.
• One alert per visit. Editing the visit afterward does not send another.

Running Late Alerts

When a stop has a set appointment time (a work order or an unplanned stop booked with an arrival window) and a technician is going to miss it, owners and administrators get one Running Late notification for that stop (Routes category, medium priority: in-app feed and push), such as "Jake is running late for Maria Lopez: now expected around 12:05 PM (appointment 10:00 AM – 11:00 AM)". It opens that route's day. The same event shows in the Field Operations activity feed.

• The projection re-runs after every stop is started or completed and every 5 minutes while the route is running: what's left of the current visit, then drive time to each remaining stop and each stop's expected time. So a long wait at the supply house is caught even though no stop changed.
• It fires when the projected arrival is more than the threshold past the end of the window. The Running Late Alerts card on this page (company-wide, under Customer Notifications) has the Alert me when a tech is running late switch (off until you turn it on) and Minutes past the appointment window (default 15, 0 to 240) with a Save button. Changing them needs the Edit routes permission.
• One alert per stop per day. Maintenance stops have no appointment time, so they never trigger it.
• The route page shows a Running late · ETA 12:05 PM badge on that stop until the tech gets there.
• Texting the customer is a separate, optional automation that is off by default: Messages → Phone → Automated texts → Running late. See texting and the phone inbox.

Tech Route Move Alerts

When a technician moves a pool between their own routes or days in the mobile app (such as Move to My Route), owners and administrators get a Tech Moved a Stop notification (Routes category): who, the customer, from and to which route, and this visit only or every visit from now on. Several moves at once are grouped. Moves by people with Edit routes or Transfer routes never alert. On by default; turn it off with the Alert me when a tech moves a stop switch on the Tech Route Move Alerts card (needs Edit routes).

Frequently asked questions

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