Eano Pro can keep everyone in the loop automatically — letting a client know a quote is ready, telling a teammate they’ve been assigned a task, nudging you when a milestone slips. But “everyone gets everything” isn’t what anyone wants. Notification settings let you decide exactly what gets sent, who hears about it, and how — email, text, or a push to their phone.
This article covers where your notification settings live, how the controls work, and who on your team can change them.
The Idea in a Nutshell
Every kind of notification Eano Pro can send has its own row, and every row has its own switches — one for each delivery channel. Turn a notification on or off, choose whether it goes out by email, text, or mobile push, and you’ve shaped what you and your clients hear about. Changes save instantly.
Two Places to Look
Notifications are split into two settings areas depending on who the notification is for:
My Account → Account Notifications — the alerts that come to you. This is where you control what you personally get notified about, like a task you’ve been assigned or a milestone running behind.
Settings → Notifications — the notifications that go out to your clients and your team. This is where you manage things like the message a client gets when a quote is sent, milestone updates, and quote reminders.
Both areas use the same layout, so once you’ve found your way around one, the other works the same way.
How the Controls Work
Each notification sits on its own row with a name and a short description. To its right are columns for the three ways Eano Pro can deliver it:
Email
SMS (text message)
Mobile Push (a notification on the Eano Pro mobile app)
Flip the main switch to turn a notification on or off, or check and uncheck the individual channels to fine-tune how it’s delivered. Want milestone updates by email but not by text? Turn one column on and the other off. Because the channels are independent, you can mix and match for every notification.
A few notifications are email and text only and won’t show a Mobile Push option — that’s expected, not a glitch.
Your changes save the moment you make them, so there’s no separate save button to hunt for.
Reminders With a Timing Choice
Some rows have an extra dropdown — a Remind me after or Remind clients after option. These are the Smart Reminders: automatic follow-ups for unsigned quotes, overdue tasks, and overdue milestones, where you also choose how long Eano Pro waits before sending. For the full rundown on those, see Smart Reminders for Quotes, Tasks, and Milestones.
The Invoice past due reminders row has a Remind clients dropdown instead, for how often to follow up on an unpaid invoice. It sits alongside Invoice due soon and Invoice past due; see Automatic Invoice Reminders.
Who Can Change Notification Settings
Notification settings are managed by account admins — Owners, Admins, and Finance-role users. If you’re on a different role, you’ll see a “configurable notifications coming soon” message in place of the settings, and your admin controls them on the team’s behalf.
Shaping the Message Itself
Changing a team default and editing one message are two different things. Use Settings for reusable email wording, or edit the message on a project's final review page before you send it.
For final-quote email defaults: open Settings → Email Templates. Quote - First Send controls the first final-quote email, and Quote - Revision controls later updated quotes. These are separate from the initial, non-binding proposal. There isn't a separate initial-proposal template to save here.
For one proposal or final quote:
Open the opportunity and go to Finalize Quote → Preview and Send Quote.
Find Preview of the Email sent to the client. For a revised quote, the label is Preview of the updated Email sent to the client. Click into the message and edit the wording.
If needed, edit Preview of the SMS sent to the client too. The link is kept separately, so you don't need to paste it into your message.
Wait for Saved — using custom text for this send, then use Send Proposal for a non-binding review or the final-quote send button for the contract.
These edits are for the next send on this opportunity. They don't change your team's templates or carry forward after the message is sent. Reset to default removes that message's custom wording before sending.
The initial proposal and final quote send different notifications. The proposal asks the client to review and approve without signing; the final quote asks them to sign the contract. Changing Quote - First Send in Settings doesn't replace the standard initial-proposal email. To personalize the initial proposal, edit its message on the final review page before clicking Send Proposal. Make the wording an invitation to review, not a request to sign.
Other automatic texts keep their standard wording. Invoice-reminder emails also have fixed wording. For more on client texts, see Turning Client SMS Notifications On and Off.
A Few Things Worth Knowing
Each channel is independent. Turning off a client’s text doesn’t turn off their email or in-app notification — switch off each channel you don’t want separately.
Texts need a mobile number. For a client to receive any SMS, Eano Pro needs a valid mobile number on their record.
There’s no single master switch. What’s on or off varies by notification and by how your team has things set, so it’s worth opening the page and scanning the columns for the notifications you actually care about.
Some notifications fire off an action rather than a schedule. Task updates under My Account → Account Notifications is one of these: change a task and everyone assigned to it hears about it, with no timing dropdown involved. It arrives on by default across all three channels, so that’s the row to look at if task email or texts feel like more than you want. See Organizing Work with the Tasks Tab.
Daily log mentions ride on New daily log. When someone @mentions you in a daily log, the alert goes out on whichever channels you have on for New daily log under My Account → Account Notifications, and it starts with “[Name] mentioned you in this daily log.” Turn that row off and you won’t get mention alerts either. See Mentioning Teammates in Daily Logs.
Frequently Asked Questions
What’s the difference between Account Notifications and the Settings notifications? My Account → Account Notifications controls what you get alerted about. Settings → Notifications controls what goes out to your clients and team. Same layout, different audience.
Can I send some notifications by text and others by email? Yes. Every notification has its own Email, SMS, and Mobile Push switches, so you can deliver each one however you like.
Why can’t I change the notification settings? They’re managed by account admins (Owners, Admins, and Finance-role users). On other roles you’ll see a “coming soon” message, and your admin sets them for the team.
Can I edit what a notification actually says? Use Settings → Email Templates for the listed reusable email defaults. For a proposal or final quote, edit the email and SMS previews on the final review page before sending; those edits apply to one send only. There is no separate reusable initial-proposal template in Settings. Other automatic texts and invoice-reminder emails keep their standard wording.
Where do I set reminder timing for quotes, tasks, and milestones? On the reminder’s row, using the Remind me after / Remind clients after dropdown. See Smart Reminders for Quotes, Tasks, and Milestones for the details.