Updates

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What updates are

An update is a short, in-app message telling you something happened in your business that may need you — a new contact came in through your form, a customer’s card payment went through, or Stripe paused your payouts, for example. Updates collect in one place behind the bell, so you can see what’s new without hunting through screens or scrolling back through your email. Each update is one line you can tap. Tapping it takes you straight to the screen where you’d act on it — the new lead’s customer page, for instance — rather than making you go and find it.

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Where the bell lives

On your phone, the bell sits in the app bar at the top of every screen, at the far right edge with the chat (support) icon just inside it. When you have unread updates, a small gold badge sits on the corner of the bell with the count in it. More than nine and it reads 9+. With nothing unread, there’s no badge at all. On a computer, there’s no top bar, so the bell is an Updates item in the navigation drawer, pinned in the footer just above My Profile. The unread count rides on the right-hand side of the row as the same gold pill. Either way, tapping it opens the same Updates drawer.

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The Updates drawer

Tapping the bell slides the Updates panel out from the right-hand side of the screen. It opens the moment you tap — grey placeholder lines fill it for the instant it takes your updates to load, then the real rows replace them. Tap the ✕ in its top corner, or the dimmed page behind it, to close it again. Inside, updates are grouped into two sections, newest first:

• New — updates you haven’t read yet. These rows are tinted, their titles are bold, and each carries a small gold dot on the right.
• Earlier — updates you’ve already read. Plain rows, no dot.

Every row shows an icon for the kind of event, a title, a one-line summary, and how long ago it happened (“just now”, “2 hours ago”). If a section has more than twenty updates, a Show more button appears at the bottom of it — tap it to load the next batch.

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When there’s nothing to show

If you have no updates at all, the drawer says You’re all caught up, with a line explaining what will land there in future: “When something needs you — an accepted quote, new photos, a new contact — it lands here.”

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Updates on HomeBase

You don’t have to open the bell to see what’s waiting. HomeBase carries an Updates section of its own, below Action needed, showing your unread updates on the page you land on after logging in.

• The gold N new chip beside the heading counts everything unread.
• Up to three rows are shown, newest first — the glance version, not the whole feed.
• View all opens the drawer described above, where the rest of them (and everything you’ve already read) live.
• Tapping a row works exactly like tapping it in the drawer: you land on the screen it points to, and the update is marked read.

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How updates get marked read

Opening the drawer doesn’t mark anything read. You can look at the list, decide none of it is urgent, and close it again — the badge keeps its count. An update is marked read when you actually arrive at the screen it points to. Tap a New contact row, land on that customer’s page, and that update quietly moves to Earlier, the badge ticks down, and the row drops out of the HomeBase section. Getting to the same screen another way counts too — if you happened to open that customer from your customer list, the update is marked read just the same.

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Push notifications for updates

Updates can also arrive as alerts on your phone’s lock screen. That’s a separate switch, granted per device:

• Open the drawer with notifications not yet decided on this device and a small Never miss an update panel appears at the top with an Enable button. Tapping it asks your phone for permission.
• You can also turn it on — or back off — from Notification Preferences on your profile. See Push notifications.

Tapping a push notification opens ProBase straight at the update’s destination, the same as tapping the row in the drawer.

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What sends an update today

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Leads

• New contact — someone submitted your contact form. Links to the new lead’s customer page. You still get the email as well.

This one goes to everyone whose role lets them see customers and leads.

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Money

These land when something happens to a payment while you’re out working. They go to everyone whose role includes the Money permissions, and tapping one opens the customer it concerns — or the Money page, if ProBase can’t tie it to a single customer.

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Payment processing

These are about the health of your Stripe connection — the kind of thing you’d otherwise only notice the next time you opened the Payments page. They go to everyone whose role lets them see payment settings, and each one links straight to Payments. More events are being added over time. Anything already in your drawer stays there.

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How long updates stick around

• Unread updates never expire. They stay in New until you’ve been to the screen they point to.
• Read updates are kept for 30 days, then clear themselves out of Earlier automatically.

There’s nothing to tidy up manually, and no way to delete an individual update — working through them is how the list empties.

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Related pages

• Getting around ProBase — where the bell sits in the app bar and the drawer
• Push notifications — getting updates as phone alerts
• Text message notifications — the separate SMS preference
• Your contact form — the source of the New contact update
• Setting up payment processing — the Stripe connection the payment-processing updates report on
• Tracking payments — where a Payment received or Payment failed update lands you
• HomeBase — the unread Updates section on your dashboard