Notifications
Notifications in IssuesId are how the platform tells people something has happened — a defect was assigned to them, a distribution is awaiting their acknowledgement, an RFI needs a response.
There are two delivery channels: in-app (the bell icon at the top of the dashboard) and email. Most notifications go to both, but each user can tune their preferences.
What triggers a notification
Notifications are fired by workflow rules — the engine that watches for events and decides what to do about them. The platform ships with sensible defaults:
- →Defect assigned to you → in-app + email.
- →RFI awaiting your response → in-app + email.
- →Distribution awaiting your acknowledgement → email (always — this is the receipt mechanism).
- →Inspection ready for sign-off → in-app + email.
- →Overdue defect on your project → digest email.
You can disable, modify, or add to any of these via workflow rules at the organisation or project level.
A handful of emails sit outside the rules engine, because they're mechanics rather than policy:
- →@mentions. Mention a colleague in a defect note or a correspondence post and they're emailed, and the mention also lands in their in-app feed. You can mention any Company Admin, Manager or User in the organisation. If they aren't on the project, you're warned first, and confirming gives them read-and-reply access to that one defect or thread.
- →Set a password / reset a password. The link is valid for a limited window and is single-use.
- →Sign-off requests on an issued-to assignment, sent to the nominated approver.
- →Correspondence invitations and replies, sent to external participants with a link that opens the thread without a login.
The email to the trade
When a defect is issued to a trade, the email names the job the way a trade looks for it: the site address and location first, then the issue and photos, the job number and project, the room, the project coordinator to call, and who raised it. Sent to a named contact, it carries a link to reply without logging in, and asks the trade to attach photos of the finished work there.
- →Your own standing clauses, sign-off and CC. Company Admins add them once in Settings › Email, under Trade Emails. Clauses print below the job details in the order you set. Leave everything empty and the email goes without them.
- →Owner contact details are opt-in per project. By default the email names who raised the defect but never their email or phone. A project's settings can switch that on for trades, separately from the switch for the Defect Notification report.
A project can also hold the email until someone presses Send, and every email a defect sends is kept on its audit trail. Both are covered in Defects.
Per-user preferences
Each user sets their own digest cadence per organisation — daily, weekly, or off. It's the one preference that travels with the person rather than the workspace: if you work across two builders' orgs, you can take a daily digest from one and a weekly from the other.
Digest cadence governs the rolled-up mail — overdue defects, weekly activity. Event mail that exists to be a receipt (an assignment landing with a trade, an acknowledgement-required distribution) always sends immediately and is never batched.
Per-organisation email templates
Every notification email is rendered from a template. Templates are customisable per organisation:
- →Add your logo, brand colours, and footer.
- →Override the wording for specific notification types.
- →Add a banner (e.g. "Notice: site shutdown for Easter long weekend").
The default templates ship with neutral, professional copy — most teams never touch them.
Deliverability
Email goes through the queue with retry, bounce, and suppression handling:
- →Retry — transient failures (rate limits, temporary DNS issues) retry with exponential backoff.
- →Bounce handling — hard bounces (invalid address) suppress the recipient and surface in the admin dashboard.
- →Suppression list — recipients who unsubscribe, mark spam, or hard-bounce are added to the suppression list and excluded from future sends.
Email sends through a single transactional provider on a verified sending domain, so SPF, DKIM and DMARC are configured once rather than per organisation.
If you're seeing deliverability issues, check the suppression list first, then verify SPF / DKIM / DMARC for the sending domain.
In-app notification feed
The bell icon at the top of the dashboard shows recent notifications, grouped by recency and unread status:
- →Click one to jump to the relevant record.
- →Mark all as read with one click.
- →Filter by type if the feed gets noisy.
The in-app feed is real-time when you're online — push updates land within seconds of the event.
When notifications go silent
If you're expecting a notification and it doesn't arrive, check in this order:
- 01Workflow rule log — did the rule fire?
- 02Suppression list — is the recipient suppressed?
- 03Digest cadence — is the recipient on a daily or weekly digest, so it's queued rather than missing?
- 04Email deliverability — bounce, spam folder, DMARC failure?
The platform never silently drops a notification — every failure point is logged.
What to read next
- →Workflow rules — the engine that decides when notifications fire.
- →Distributions — acknowledgement-required emails that always send immediately.
- →Defects — issuing to a trade, holding the email, and the emails on a defect's audit trail.
- →Roles & dashboards — who you can target as a notification recipient.