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Push Notifications

Push notifications can alert your team of important changes immediately. Speed of response can make the difference between a sale closed and a sale lost.

When you first log in to Builder Prime, you'll see an option at the top to enable push notifications.


In the event that you need to reenable these notifications, you can do this with a few quick steps from a Chrome browser.

1. Click the icon to the left of the URL at the top of the browser and select "Reset Permissions"



2. This will prompt you to reload the page.



3. Once you reload, you will see the option to enable push notifications. Click enable, and you will start receiving push notifications. 

 

What qualifies for push notifications in Builder Prime?

There are a handful of events in Builder Prime that will trigger a push notification:

  1. New incoming text from a customer - the team member assigned to the conversation is always alerted; if nobody is assigned, everyone with full SMS Dashboard access gets the alert.
  2. Being assigned to an SMS conversation - when the person assigning chooses to notify them.
  3. Appointment/meeting reminders - sent to the employee on the calendar entry when their reminder comes due, no matter which reminder delivery method was chosen. Canceled meetings are skipped.
  4. Work order reminders - sent to the assigned crew member, as long as the job has notifications enabled, they haven't clocked in yet, and they have a phone number on file.
  5. New texting phone number approved - sent to users who manage the SMS integration once a newly provisioned number finishes carrier registration.

 

Important factors to keep in mind:

  • To receive any push at all, the user must have opened Builder Prime on that device and allowed notifications when prompted. Each device registers separately, per user.
  • SMS pushes respect permissions - users only get alerts for conversations and clients they're allowed to see, including Class restrictions.
  • There's also a per-user option to have incoming customer texts relayed as a text message to the employee's own cell phone (requires a phone number on their employee profile).
  • Behind the scenes there are additional "silent" pushes with no banner or sound - they just keep the SMS screens in the app updated in real time (sent messages, delivery statuses, read/unread, archiving, assignment changes).
  • What does not trigger a push: payments, new leads, lead assignment, e-signature events, to-dos, estimates, invoices. Push is also not an available automation action; automations can send email and SMS, but not push notifications.