Notifications
Get told about a new lead the moment it lands.
On this page
Alerts tell you a lead has landed. Set them up properly and you find out while the customer is still thinking about the job, which is when a callback is worth most.
Where to find them
Business Config → Owner alerts. Add the email address and mobile number that should hear about new leads.
Speed is the whole game
Speed is the whole game on a callback. A lead you act on within the hour converts several times better than the same lead tomorrow morning.
Alerts are what make that possible without you sitting in the account all day.
What you can be told about
- A new lead
- Someone called and their details were captured. The core alert most owners want.
- A booking
- An appointment went on your calendar. Useful even though the calendar will also show it.
- An escalation
- A call that needed a person. This is the one you should never miss.
- After-hours activity
- Calls arriving while you're closed — worth routing separately if someone else is on call.
Text yourself, email the office
Choosing where alerts go
- 1
Add the phone that's actually with you
Not the office landline. If you’re on a roof, the alert needs to reach the phone in your pocket.
- 2
Add an email for the record
Emails carry more detail and are easier to search later than a wall of texts.
- 3
Route after-hours separately if you have a rota
If someone else covers weekends, send weekend alerts to them rather than to you.
- 4
Test it
Make a test call and confirm the alert actually arrives. An alert you assumed was on is the most expensive kind.
Getting the volume right
There’s a real failure mode here: too many alerts and you stop reading them, which is worse than having none.
- Alert on leads and escalations
- The two that need you to do something. This is the right default for most businesses.
- Don't alert on information-only calls
- Usually more than half your volume, and none of it needs you.
- Consider skipping booking alerts
- The appointment is already on your calendar. A second notification is often just noise.
A setup that works
An unread alert is the same as no alert
For a picture of the day, Attribution and Lead Activity give you it in a few seconds. For a monthly record, use Reports.
Check the address and number are right, then look in your spam folder for the email one. Make a test call to confirm — the alert either arrives or it doesn’t, which tells you straight away whether it’s configuration or delivery.