ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / SMART NOTIFICATIONS
SMART NOTIFICATIONS
Stay on top of every invoice, milestone, and contract renewal — automatically.
Automated alerts for contractors and clients across invoice cycles, milestone approvals, overdue payments, and contract renewals — all built into your CRM.
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REVENUE_ENGINEACCELERATED
Contractor + Client AlertsYES
Overdue Logic3-7-14 DAY
Contract Renewal WarningsBUILT IN
01 / FEATURES
Every Critical Event. Covered.
Smart notifications cover every important billing and operational event in your CRM — so nothing slips through the cracks without manual monitoring.
Recurring Invoice Alerts
Get notified before and after each recurring invoice is generated. Know when billing is upcoming and confirm when it goes out — no surprises.
Overdue Invoice Reminders
Automated follow-up reminders at 3, 7, and 14 days after an invoice goes unpaid. Each reminder escalates appropriately and is logged in the contact record.
Milestone Approval Requests
When a milestone is ready for client review, the client is automatically notified with a portal link. No manual outreach required to get approvals moving.
Contract Expiry Warnings
Get advance notice before a contract or recurring job reaches its end date. Review the relationship and decide to renew, renegotiate, or let it end.
Auto-Renewal Notifications
Notify clients before a recurring subscription auto-renews. Gives clients a heads-up and reduces disputes from unexpected charges.
Payment Failed Alerts
Instant alerts when a Stripe charge fails. The contractor is notified immediately and a follow-up task is created so no failed payment slips through the cracks.
02 / HOW IT WORKS
Four Steps from Event to Alert
01
Event Occurs
A triggering event happens — an invoice goes overdue, a milestone is completed, a contract approaches expiry, or a payment fails via Stripe.
02
Rules Evaluated
The notification engine checks the configured rules for that event type. Timing, recipient, and message template are selected based on the context.
03
Contractor Notified
Your team receives an in-app notification and optional email alert. The event is logged in the contact or job record for audit trail and follow-up.
04
Client Notified
Where applicable, the client receives their notification — an overdue reminder, a milestone approval request, or a renewal notice — through their preferred channel.
03 / USE CASES
What Contractors Use Smart Notifications For
Never Miss Invoice Follow-Up
Overdue reminders at 3, 7, and 14 days mean every unpaid invoice is followed up automatically. No mental overhead required to manage collections.
3-7-14 day cadence
Auto-Alert on Contract Renewal
Know 30 days before any recurring contract expires. Review the relationship proactively instead of discovering a lapsed client after the fact.
30-day advance warning
Client Notified on Milestone Completion
Clients are automatically notified when their milestone is ready for review. Approval cycles start faster and projects move forward without delays.
Instant milestone alerts
04 / BENEFITS
Zero Manual Monitoring Required
Stop building spreadsheets to track overdue invoices, contract renewals, and milestone approvals. Smart notifications handle the monitoring so you can focus on the work.
Notification Coverage
Auto
All critical events
0
Manual reminders needed
Contractor and client alertsBoth sides get the right information at the right time. Your team and clients stay aligned automatically.
Overdue logic built in3, 7, and 14-day overdue reminders are configured out of the box. No manual follow-up scheduling needed.
Contract renewal warningsExpiry alerts give you time to renew or close contracts proactively instead of reactively.
Milestone approval automationClients are pinged automatically when milestones need their review. No manual outreach required.
Payment failure handlingInstant alerts and auto-created follow-up tasks when Stripe charges fail.
Full audit trailEvery notification sent is logged in the contact or job record. Know exactly what was sent and when.
05 / RELATED TOOLS
All FeaturesPair Smart Notifications With
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NEVER MISS AN IMPORTANT EVENT AGAIN
Smart notifications are included on every Kaching plan. Set up your alert preferences once and let the system handle the follow-up.