How to View and Manage Your Notifications in Houzz Pro
Notifications on Houzz Pro are fully customizable, giving you the ability to receive alerts for the things you care most about, and to quickly reference them as needed. Read on to learn how to find your notifications and adjust your settings to ensure your projects are running as smooth as possible.
View Notifications
Your notifications will be sent to you via email and/or mobile push notifications, depending on the settings you choose, but they are also available at all times within your Houzz Pro account. To access the most recent alerts, click on the notifications icon (looks like a bell) in the left navigation. Here you will see a preview of your recent notifications, with the ability to toggle between General and Comment notifications at the top, as well as Only Show Unread. Click See All Notifications at the bottom for a full view and expanded filtering options.
On the notifications overview page, you will see the General and Comments tabs for quickly filtering your alerts, as well as the ability to narrow down notifications by type (estimates, selections, tasks etc.), and specific projects and leads.
Manage Notification Settings
You can manage the type and frequency of notifications you receive from Houzz Pro in order to ensure you aren't missing out on anything important or getting flooded with alerts. Each team member must set their own notifications; admins cannot set notifications for team members.
To customize your Houzz Pro notifications follow these steps:
- Locate the Settings icon in the left navigation and select Notifications from the menu, under Account Settings
- Use the tabs at the top of the Notifications page to switch between Project & Lead Management or Financials notifications.
- For each row (Estimates, Invoices, etc), select the checkbox(es) according to the frequency and type of notification(s) you wish to receive
- Deselect the checkboxes for any notifications you wish to turn off
Note: Mobile push notifications are not available for all features. If the checkbox is grayed out, this type of notification does not yet exist for that specific feature.
Instant vs Daily Digest Email Notifications
The "Email (Instant)" option will send you an instant email about an action taken on a feature or document. This is great for team members who need to quickly respond to clients or communicate with other team members about specific actions.
The "Email (Daily Digest)" option will send a once-daily summary of all notifications for the features that you have chosen this preference for. This is great for staying in the loop while keeping your inbox uncluttered.
If both Instant and Daily Digest email preferences are selected, you will receive instant emails and those same notifications will be included in your daily digest.
Notification Details
Click the arrow on the left side of any row to expand the section and view exactly which actions will trigger a notification for that feature and who will receive them. You can hover over the items next to "This will notify:" to see a definition for each recipient type, as well as read the definitions below.
Notification Recipient Types:
Assignees: Users assigned to specific items, such as tasks, schedule items or selection boards.
Owner: User who created the specific item or who has been assigned ownership.
Project Manager: The designated project manager for a project — user will receive specified notifications even if they are not the owner or assignee.
Lead Manager: The designated manager for a lead — user will receive specified notifications even if they are not the owner or assignee.
Super Admin: The designated super admin on the account — user will receive specified notifications even if they are not the owner or assignee.
Watchlist: All users who commented or were mentioned on a thread.
Mentioned User: User who is directly mentioned in a message or comment (e.g. "@name")
Client Notifications
Your clients will receive email notifications for various actions, such as when you share and send documents, add comments or message them from the Houzz Pro platform. Here is an example of an email they would get:
Let's take a look at what actions the client will be notified of:
- 3D Floor Plans: Floor plan shared, pro commented
- Client Dashboard: Dashboard shared
- Documents: (Estimates, proposals, invoices, etc): document shared, payment reminder(s), payment receipt sent
- Messages & Meetings: New message, meeting scheduled, meeting reminder
- Selection Boards: Board shared, pro commented
- Schedule: Item assigned, item marked as done
- Tasks: Task assigned, task marked as done
- Online Payments: Payment was successful, payment failed
Frequently Asked Questions
Why don't I see every feature in my notifications settings?
Notifications are tied directly to your individual permissions on Houzz Pro, so if you don't have access to a certain feature, like invoices, you won't see notification settings for that specific feature.
Can admins change notification settings for team members?
No, admins cannot adjust notifications for other team members. Each admin and team member only has control over their individual notification settings, however, anyone with the administrative permission "Manage Team Members" enabled can view the notifications assigned to each team member on their individual Edit Team Member page, based on the user's permissions.
Which actions will I receive notifications about?
You can see a detailed breakdown of the actions that will trigger a notification by expanding a feature row in your notifications settings page. Depending on your notification settings, you may receive notifications for the following actions:
- 3D Floor Plans: Client/team member commented
- CRM: New message, meeting scheduled, meeting reminder
- Documents (Estimates, proposals, invoices, etc): Tear sheet downloaded, client viewed document, client approved/declined document, message submitted on document
- Email Marketing: Campaign successfully sent
- Leads: New message, new lead, chat/message mention, lead marked as Won, questionnaire completed
- Selection Boards: Client viewed the board, client approved/declined item(s), client/team member commented
- Selections Tracker: Excel, FF&E or tear sheet downloaded (only sent to person who downloaded it)
- Schedule: Item assigned, item marked as done
- Takeoffs: Marked up plans downloaded (only sent to person who downloaded it)
- Tasks: Task assigned, task marked as done
- Online Payments: Payment received