Notifications & Reminders

Notifications and reminders help keep you informed about important activity within FieldHive.

They are designed to help you stay on top of customer activity, upcoming work and outstanding actions without constantly checking the app.

Notifications

Notifications provide updates when important events occur within FieldHive.

Depending on your settings, notifications may be used to highlight activity that requires your attention.

Keeping notifications enabled can help ensure important updates are not missed.

Quote Reminders

Quote reminders help follow up with customers who have not yet responded to a quotation.

When enabled, quote reminders are automatically sent 3 days after a quote is marked as sent.

To enable quote reminders:

Settings → Workflow → Quotes & Invoices → Enable Quote Reminder

Invoice Reminders

Invoice reminders help follow up on overdue invoices.

When enabled, invoice reminders are automatically sent 3 days after an invoice due date.

To enable invoice reminders:

Settings → Workflow → Quotes & Invoices → Enable Invoice Reminder

Why Use Automated Reminders?

Customers are busy and sometimes overlook emails or payment requests.

Automated reminders help ensure customers receive a follow-up without requiring manual administration.

Managing Notification Preferences

Notification settings allow you to control how and when you receive updates from FieldHive.

Adjusting your notification preferences helps ensure you receive information that is relevant to your business.

Staying Informed

Notifications and reminders work together to help keep your business organised.

By enabling the features that are most relevant to your workflow, you can spend less time chasing updates and more time focusing on your work.