Below is a breakdown of all the activities that will show up under the "RECENT ACTIVITY FROM YOUR TEAM" section on the website and the "Activity Feed" on the mobile app.

Schedule Notification Text

  • [user] added a new Schedule Item

  • [user] moved a Schedule Item to [start date]

  • [user] commented on a Schedule Item

  • [user] confirmed a Schedule Item

  • [user] declined a Schedule Item

Change Order Notification Text

  • [user] added a Change Order

  • [user] commented on a Change Order

  • [owner] added a new Change Order

  • Change Order payment is due soon

  • Change Order payment is past due

  • [user] approved a Change Order

  • [user] declined a Change Order

Daily Logs Notification Text

  • [user] added a new Daily Log

  • [user] commented on a Daily Log

Documents Notification Text

  • [user] annotated/uploaded a PDF document

  • [user] added a new [media type] to a folder

  • [user] commented on a Document

  • [user] assigned a Signature Request to you

  • [user] signed a Signature Request

  • Signature Request is pending

  • Signature Request is past due

  • [user] reset a Signature Request to Pending

Photo Notification Text

  • [user] commented on a Photo

  • [user] added a new Photo to a folder

Video Notification Text

  • [user] commented on a Video

  • [user] added a new Video to a folder

Estimate Notification Text

  • [contact] Approved/Declined your Proposal

  • [contact] viewed your Proposal

Jobsites Notification Text

  • [owner] activated their Owner account

  • [user] updated the project manager on a job

  • Builders Risk Insurance Policy Received

  • Builder Risk Insurance Binder Received

  • You were given access to the '[job name]' job

  • You were given access to [count] new jobs

  • Builders Risk Insurance Policy Approved

  • Application for Builders Risk Insurance was Declined

Lead Notification Text

  • [lead name] sent you a message

  • [user] released a proposal for [lead opportunity]

  • A new Lead Opportunity was created from your contact form on [date]

  • You have a new Lead Opportunity for [Contact name]

  • You have a lead activity scheduled for [date]

  • [user] assigned a Lead Activity to you

  • [user] assigned [count] Lead Activities to you

  • [user] [manually/empty] accepted a Lead Proposal for [lead opportunity]

  • [user] [manually/empty] declined a Lead Proposal for [lead opportunity]

  • [user] rescheduled a Lead Activity for [lead activity scheduled datetime]

  • Lead Activity has been rescheduled for [lead activity scheduled datetime]

  • Lead Activity has been rescheduled for [lead activity scheduled datetime]

  • [contact] sent you a payment for [proposal title]

  • [owner name] viewed a Proposal for [lead opportunity]

Messages Notification Text

  • [user] sent you a message

Payments Notification Text

  • [user] updated an Owner Invoice

  • Owner Invoice is past due

  • [user] marked a Purchase Order as Ready For Payment

  • [owner/sub] sent you an online payment

  • [user] commented on an Owner Invoice

  • [user] added a new Owner Invoice

Purchase Order Notification Text

  • [user] requested payment on a Purchase Order

  • [user] completed inspection on a Purchase Order

  • [user] marked a Purchase Order 'Not Complete'

  • [user] marked a Purchase Order 'Work Complete'

  • [user/sub] made a payment on a [Bill/Purchase Order]

  • [Bill/Purchase Order] Payment Failed

  • Online Payment to [sub] was Declined by Sub

  • Online Payment to [sub] was unsuccessful

  • [user] commented on a Purchase Order

  • [user] marked a Purchase Order 'Work Complete'

  • [user] declined a Purchase Order

  • [sub] signed a Lien Waiver for a [Bill/Purchase Order] Payment

  • [sub] declined a Lien Waiver for a [Bill/Purchase Order] Payment

  • Payment Received

  • Your subcontractor '{sub name}' is now set up to accept Online Payments.

  • [user] added an attachment to a Purchase Order

  • [user] approved a Purchase Order

  • [sub] requested payment on a PO

RFI Notification Text

  • [user] responded to an RFI

  • [user] completed an RFI

  • [user] reopened an RFI

  • [user] assigned an RFI to you

  • [user] added a new RFI

Selections Notification Text

  • [user] commented on a Selection

  • [user] added a new Choice to [selection title]

  • [owner] requested a price for a Selection Choice on [selection title]

  • [sub] submitted a price for a Choice on [selection title]

  • [user] approved a Selection Choice on [selection title]

  • [user] declined a Selection Choice on [selection title]

Subs Notification Text

  • [sub] activated their Sub account on Buildertrend

  • [sub] accepted/declined the Trade Agreement

Time Clock

  • [user] has reached {double/empty} overtime

To-Do's Notification Text

  • [user] assigned a To-Do to you

  • [user] assigned [count] To-Do[s] to you

  • You have 1 To-Do approaching the due date

  • You have [count] To-Do's approaching the due date

  • [user] marked [count] To-Do[s] complete

  • [user] commented on a To-Do

  • [user] added new documents to a To-Do

  • 1 of your To-Do's is past due

  • [count] of your To-Do's are past due

Warranty Notification Text

  • [user] commented on a Warranty Claim

  • Warranty Follow Up Reminder

  • [owner] Requested to reschedule a Warranty Service Appointment

  • {owner name} Accepted a Warranty Service Appointment

  • [owner] submitted feedback on a Warranty Service Appointment

  • [user] added you as the Service Coordinator on a Warranty Claim

  • [user] rescheduled a Warranty Service Appointment

  • Warranty Service Appointment assigned to an Internal User

  • [user] added a new Warranty Claim

For comprehensive online learning, please visit the Buildertrend Learning Academy.

Did this answer your question?