Notifications and Reminders

Notification Functions

Notifications and reminders in Manifold are how the product tells people things without anyone having to remember: an engineer hears about a new assignment, a landlord hears a renewal is approaching, and a tenant hears when their record is ready to view.

• Email renewal reminders to the landlord or letting agent as due dates approach and pass, or to the occupier on the property when no client is attached.
• Device push to the assigned engineer when a check is assigned or reassigned, where notifications are enabled.
• Tenant delivery of records via secure link.
• Toggles are managed in Settings on the Notifications tab, available on Growth and above. The one recipient choice is who gets scheduled export failure emails: owners and office staff, or owners only.

The Notifications Tab

Each event has its own switch on the Notifications tab in Settings. The defaults are chosen so a new workspace chases compliance without being noisy.

• Renewal reminders: on by default. Emails the landlord, agent or occupier at each reminder tier.
• Far check-in alerts: on by default. Tells the office when an engineer checks in further from the property than the check-in distance allows.
• Missed check-in alerts: off by default. Tells the office when an engineer has not checked in by the no-show threshold.
• Submission review emails: tells the office when an engineer submits a check for review.
• Client report emails: sends clients their scheduled reports.
• Scheduled export failures: emails owners and office staff, or owners only, when a scheduled export cannot be delivered.

Other Ways Manifold Tells You Things

• The bell in the console header shows unread in-app notifications with a count, and Mark all read clears them.
• In the native app, tapping a push notification opens the check it is about.
• Record delivery emails go to the landlord or agent and to the tenant, and can be resent from the record.

Getting Notifications and Reminders Right

The reminder tiers exist so compliance chasing does not depend on a person’s memory: they fire on a schedule regardless of who is busy that week, which only works if the underlying contact details are kept current.

• Renewal reminders are on by default; confirm recipients before relying on them.
• Keep contact details current so reminders and deliveries reach the right people.
• Use the reminder tiers (60, 30, 7, overdue) as the backbone of compliance chasing.
• See Renewal Lifecycle and Reminders for exactly when each tier fires and how it relates to dashboard status.

Least-Power Access

Give each person the least powerful role that still lets them do their job. It keeps client data controlled and keeps the audit trail meaningful.

• Use the engineer role for field staff; do not grant office controls they do not need.
• Use client portal users for landlords and agents rather than sharing office credentials.
• Give everyone their own account so records, approvals, and changes stay attributable.
• Deactivate leavers instead of recycling their account for someone new.