> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contractor-co-pilot.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Stay on top of updates with smart notifications

> Contractor Co-Pilot notifies you when estimates change status, proposals are viewed, invoices are paid, and tasks are assigned — in-app or by email.

Contractor Co-Pilot tracks activity across your account and sends you notifications when things need your attention — an estimate ready for review, a proposal your client just opened, a payment that came in, or a task assigned to you. You control which notifications you receive and how you receive them.

## Notification types

| Type                   | What triggers it                                                   |
| ---------------------- | ------------------------------------------------------------------ |
| **Project updates**    | Status changes, milestones reached, and team activity on a project |
| **Estimate ready**     | An estimate is completed or flagged for review                     |
| **Proposal activity**  | A proposal is sent, viewed, or accepted by a client                |
| **Deadline reminders** | Upcoming due dates for estimates, projects, or invoices            |
| **Invoice payments**   | An invoice is paid or becomes overdue                              |
| **Task assignments**   | A task is assigned to you or reassigned                            |
| **User mentions**      | A team member @mentions you in a comment or note                   |
| **System alerts**      | Platform updates, maintenance windows, and billing notices         |

## The notification bell

The bell icon in the top navigation bar shows your unread notification count. Click it to open a quick panel with your most recent alerts. Click **View all** to open the full Notification Center.

In the Notification Center, each notification shows:

* A **type badge** color-coded by category
* A **message** describing what happened
* A **timestamp** for when it occurred
* **Unread status** — unread items are highlighted until you open them

## Filtering notifications

Use the filter controls at the top of the Notification Center to narrow what you see:

| Filter         | Options                                           |
| -------------- | ------------------------------------------------- |
| **Read state** | All or unread only                                |
| **Mentions**   | Show only notifications where you were @mentioned |
| **Type**       | Filter by notification category                   |
| **Date range** | Last 7 days, 30 days, 90 days, or a custom range  |
| **Search**     | Find notifications by keyword                     |

## Marking notifications as read

* Click any notification to mark it read and navigate to the relevant record.
* Click **Mark all as read** at the top of the Notification Center to clear all unread items at once.

## Configuring your preferences

Go to **Settings > Notifications** to choose which notifications you receive and how.

<AccordionGroup>
  <Accordion title="Delivery channels">
    Toggle each channel on or off:

    | Channel                | Description                                                  |
    | ---------------------- | ------------------------------------------------------------ |
    | **In-app alerts**      | Real-time notifications inside the platform                  |
    | **Email updates**      | Notifications sent to your account email address             |
    | **Push notifications** | Browser push notifications when the tab is not in focus      |
    | **Digest frequency**   | A daily or weekly summary email instead of individual alerts |
  </Accordion>

  <Accordion title="Per-type settings">
    For each notification type (estimates, proposals, tasks, etc.), you can independently control whether you receive in-app alerts, emails, or both. This lets you, for example, get instant in-app alerts for task assignments but only receive a weekly digest for system notices.
  </Accordion>
</AccordionGroup>

<Tip>
  If your inbox is getting noisy, switch high-volume categories like project updates to **Digest** delivery instead of individual emails. You'll still see real-time alerts in the app.
</Tip>

## Related pages

* [Settings](/organization/settings) — Full settings reference including notification configuration
* [Organization](/organization/index) — Manage team members and their notification roles
