Your phone tells you the moment something on your book changes

You don't have to keep checking. When something happens on one of your jobs, a push notification lands on your phone: a new same-day appointment, a lead that canceled, an install date that got set, a customer email that needs an answer, a reply to a cancel-save offer. One tap opens the exact job, conversation or approval it is about. Allow notifications once from the app on your home screen and they keep coming.

Every alert says what happened and what to do next. Anything that would reach a customer still waits for your yes — a notification opens the draft, it never sends it.

Example push notifications on a phone: a new same-day appointment with the time and the drive, a canceled lead, a customer email asking to cancel, a customer saying yes to a cancel-save offer, and an install date set. — Example notifications. Customers appear by first name only. Tap the image to fill the screen.

You got a same-day! A new appointment for today, with the time, the city and the drive from home
Lead canceled — from the app, in time to do something about it
Status update — a job moved, old status to new
Install date set, install complete and commission verified
Customer email, sorted: wants to cancel, reschedule, price, ready to buy, wants a call
Cancel save — the offer drafted for you, then their yes, no or silence
Leave-by alarms — your own lead times before the time to leave: wake up, get ready, leave now
Automatic sends window — nothing automatic goes out overnight; 6 AM to 11 PM your local time, adjustable

What can pop up on a normal day

Your appointments. A same-day appointment the moment it lands, with the customer's first name, the time, the city and roughly how long the drive is. A lead that cancels. Any status change on your jobs.
Morning and evening recap. At 8 AM and 6 PM, how many of today's appointments still need a result.
Things waiting on you. Paperwork still missing after an install, with a reminder that gets firmer if it stays missing; an install date that passed without the install confirmed; an installed job with no commission match after 14 days.
Customers writing back. A customer email, sorted by what it asks for; a cancel-save offer drafted for you, then the customer's yes, no or silence; a past demo who said yes (Rehash ready); follow-up drafts waiting for your approval.
The job moving. Install date set; install complete, with a nudge to send the referral and review request; the install cover sheet filed or emailed; commission verified.
Staying connected. When Salesforce or CompanyCam needs you to approve the company sign-in on your phone, so the app keeps working for you.
Big sales. When anyone closes $10,000 or more, every open screen pops a confetti congratulations with the rep's name and the amount, once per rep.
Leave-by alarms. Set your own alarms counted back from the time you have to leave, using the drive time already on your lead cards. A 9 AM appointment with an hour's drive means leave by 8 — so “Wake up” 60 minutes before rings at 7, “Get ready” at 7:30 and “Leave now” at 8. Any lead time you like, for the first appointment of the day or every one. Quiet hours hold every alarm except the first of the day, so an early appointment still wakes you. Settings → Notifications.
Automatic sends window. Everything the app sends on its own — thank-you and welcome emails, install reminders, review and quote follow-ups, recap emails and the advocate worker — waits between 11 PM and 6 AM in your market's local time and goes out when the window opens. Nothing is lost and nothing sends twice. Anything you tap Send on yourself goes right away. Change the hours under Settings → Notifications.

Customer reminders are opt-in. Install-day messages to customers — “your install is tomorrow” and “the crew is on the way” — stay off until a rep turns them on, by email, text or both. If a text can't go out on its own, it is written for you and your phone gets a notification to send it yourself.

How you use it

Open the app from your home screen and allow notifications when it asks.
Tap a notification. It opens the job, the conversation or the approval it is about.
Anything that would go to a customer opens as a draft. Approve it, change it, or leave it.

What it does, step by step

Open the app from your phone's home screen and allow notifications once.
A new same-day appointment pushes the moment it lands, with the customer's first name, the time, the city and the drive from home.
A canceled lead, a status change, an install date set, an install complete and a commission verified each push as the sync sees them.
At 8 AM and 6 PM a short recap says how many of today's appointments still need a result.
Customer emails, cancel-save offers and replies, rehash yeses and follow-up drafts push when they need you. Each opens the draft or the approval -- never a send.
Paperwork still missing after an install, an install date that passed unconfirmed and an installed job with no commission match after 14 days are chased with a reminder.
When the company sign-in needs your approval to keep Salesforce or CompanyCam connected, you are asked on your phone.
Install-day reminders to customers are opt-in per rep, by email, text or both, and start off.
Leave-by alarms: set your own lead times before the time to leave -- wake up, get ready, leave now, or any minutes you like -- for the first appointment of the day or every one. A 9 AM appointment with an hour's drive means leave by 8, so a 60-minute wake-up alarm rings at 7. The drive time is the one already on your lead cards; quiet hours hold every alarm except the first of the day.
Automatic sends window: everything the app sends on its own -- thank-you and welcome emails, install reminders, review and quote follow-ups, recap emails and the advocate worker -- waits between 11 PM and 6 AM in your market's local time and goes out when the window opens; nothing is lost and nothing sends twice. Anything you tap Send on yourself goes right away. Change the hours under Settings -> Notifications.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Setting the morning alarm for an early appointment	Work out the drive and set it by hand, every night	Set once; it follows each day's schedule
Finding out about a new same-day appointment	When you next check, or a call	Seconds after it lands
Hearing that a lead canceled	From the customer, or not at all	A push, in time to act
Checking every job for changes	15–20 min a day	Only the ones that changed

Typically 1–2 hours a week, and fewer missed same-days.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

A same-day appointment missed or reached lateIt pushes the moment it lands, with the drive time.Guesstimate: most missed same-days avoided
A cancel heard about too late to saveA canceled lead and a customer's cancel email both push straight away.Guesstimate: more cancels saved
Paperwork forgotten after the installA reminder that gets firmer until the paperwork is verified.Guesstimate: commission held up less often

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repTold the moment something changes, one tap from the fix.
Office & installersFewer jobs waiting on a rep who didn't know.
The customerA faster answer when they ask to change or cancel.
The managerReps react the same day, without a phone tree.