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Client notifications

An overview of what notifications clients get when you do things on a project

Thomas Chau avatar
Written by Thomas Chau
Updated over 11 months ago

Materio automatically keeps you and your clients in the loop by making sure they are notified about important changes to their project when you do them - no need for you to manually send them an email. When you invite a client, you can control the level of notifications they receive.

Materio currently performs these notifications:

Comments that mention them: if you comment on any part of a project and "@Mention" them by name.

All other comments: if you make any comment on an item, option, or plan

Selection decisions: if anyone approves or declines a selection option, the clients are notified so they are aware. For example, if a husband and wife are both clients on a project, one partner will be notified about an approval by the other. Or, if you manually approve an item yourself on their behalf, they will both be notified.


Floor plan changes: whenever you upload a new version of a floor plan, they'll be notified so they can review the changes

Field notes posted: when a client-visible field note is posted, the client will be notified and be able to check out your progress photos and notes.

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