Default notification and reminder settings

Two settings pages decide what BytePhase sends without anyone typing a message. Default notification settings picks which message types start ticked and which push alerts go out. Reminder settings turns on reminders that go out by themselves.

Anyone who can view business settings can open these pages. To change them, your shop owner must give you Business Settings › Change settings. Without it, you see the line “You don’t have permission to edit notification settings.”

Default notification settings

Open Settings › Customers & messaging › Default notification settings. Change the switches, then click Save at the top.

Default channels per action

“When you save a payment, invoice, delivery, or other action, these channels are pre-selected.” Your staff can still tick or untick them each time.

There’s a switch for SMS, WhatsApp, Email and Push on each action:

Group	Actions
Customer-facing (goes to the customer)	Payment, Bulk payment, Send review, Delivery, Job invoice, Quotation
Staff / internal (goes to the team members on the job)	Job assignee, Task, Job comment

Reset all to off turns off every channel for every action. You can still change it before you save.

Desktop

Owner alerts

Push notifications sent only to you, the owner.

Switch	When you get a push
Customer viewed a quotation	A customer opens a quotation you sent
Customer self check-in	A customer books in through your self check-in form
Payment received	A payment is recorded. Set the smallest amount that should alert you; it starts at 5000 in your currency
Expense added	Someone adds an expense
Task status changed	A task moves to a new status
Quotation approved or rejected	A customer answers a quotation
Customer commented on job	A customer adds a comment on their repair
Daily report	End-of-day push with the day’s payments, jobs handed over, overdue items and low stock

Employee notifications

Push notifications sent to your staff: Job assigned to me, Task assigned to me, Pickup assigned to me, and Daily queue. The daily queue is a push with each person’s open work, at the hour you pick in your shop’s local time. It starts at 09:00.

Reminder settings

Open Settings › Customers & messaging › Reminder settings. Click Edit, turn reminders on or off, then save.

Reminder	What it does	Plan
Job due alerts	Emails the staff member a job is assigned to when its due date is near	All plans
Task due alerts	Emails the person a task is assigned to when it’s nearly due	Standard and above
Pickup & drop alerts	Emails the assigned rider about upcoming pickups and drops	Basic and above
Contract expiry alerts (AMC)	Reminds you before customers’ maintenance contracts (AMC) expire	Standard and above
Rental payment due alerts and Rental overdue alerts	Alert your team when rental payments are due or late	Standard and above

Due alerts only reach work that has someone assigned and a due date. To set due dates by themselves, see Settings › Payment & tax › Due dates for jobs, tasks & purchases.

Invoice due reminder settings

Available on Standard and above

Invoice due reminders are sent on the Standard and Enterprise plans only.

Compare plans

BytePhase emails the customer when a job invoice is unpaid or part-paid after its due date. Under Reminder schedule settings, set when the three reminders go out:

Setting	Starts at	Meaning
Reminder 1 — days after due date	0	0 sends it on the due date
Reminder 2 — days after due date	5	Days after the due date
Reminder 3 — days after due date	15	Days after the due date

Reminders go by email only, and stop once the invoice is paid. Only the latest invoice of each job gets reminders.

Good to know

• These settings apply to every business in your BytePhase account.
• Each staff member can still turn off their own alerts. They open their profile menu and pick Notification preferences.
• Every message these settings send is listed in Message logs.