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Notifications & Activity History

Know the moment they open it,
approve it, pay it.

Stop guessing whether a customer has seen your quote. CashWrench notifies you the instant they open it, the moment they approve it, and the second they pay. Every event timestamped. Every milestone saved.

✓ 2 months free · No credit card · ✓ Cancel anytime

Notifications Panel
CashWrench notifications panel — Invoice sent, Quote approved, and Quote opened events with orange unread dots and a 'Showing last 20 notifications' footer.

7

Notification types covering every quote and invoice milestone

100%

Of events logged automatically — nothing to enter manually

0

Calls needed to check if a customer has seen your price

Live Notifications

Every customer action lands in your notification feed.

The notification bell shows you every meaningful event in real time — across all your active quotes and invoices.

Notifications panel showing Invoice sent, Quote approved, and Quote opened events with timestamps and orange unread dots.
Quote Lifecycle
Notifications panel showing two Invoice paid events with customer names and amounts, plus Invoice sent and Quote approved.
Payments Received
Notifications panel showing Invoice opened just now, Invoice sent four minutes ago, and Quote approved — a real-time feed in action.
Invoice Activity
What Gets Tracked

Every milestone on quotes and invoices — nothing slips through.

CashWrench tracks seven distinct events across the full quote and invoice lifecycle, firing a notification each time.

Quote Events

Quote

Quote sent

Fired when you tap Send via SMS — confirms the link was delivered to the customer's phone.

Quote

Quote opened

Fires the moment the customer taps the link and views the quote. Now you know they've seen the price.

Approved

Quote approved

Fires when the customer signs and approves. Their signature, timestamp, and IP are saved instantly to the quote record.

Declined

Quote declined

Fires if the customer taps Decline. You find out immediately — no chasing, no uncertainty about where you stand.

Invoice Events

Invoice

Invoice sent

Fired when you send the invoice via SMS — confirms the payment link was delivered to the customer's phone.

Invoice

Invoice opened

Fires the moment the customer taps and views the invoice. A helpful signal before you follow up — they've already seen it.

Paid

Invoice paid

Fires the moment payment goes through. Confirmation shows in your dashboard and the invoice status updates to Paid instantly.

Per-Record History

Every quote and invoice has its own full activity log.

Open any quote or invoice and scroll to History. Every milestone is listed in order — created, sent, opened, approved, paid — with exact timestamps. No manual logging, ever.

Quote Q-26032 showing an Approved badge, the customer's drawn signature with timestamp and IP, and a full History: created → sent → reminder → opened → approved.
✍️ Quote History — Signed & Approved. The drawn signature, timestamp, and IP saved to the record alongside every milestone.
Invoice INV-1029 for Stephen Johnson ($285, Window Cleaning) showing History: Invoice created → Invoice sent (delivered to customer) → Opened by customer — each with exact timestamps.
📄 Invoice History — Every Milestone. Created, sent, and opened — each event timestamped on the record itself.
How It Works

Automatic from the moment you send — nothing to set up.

1

Send a quote or invoice via SMS

The moment you tap Send, CashWrench logs the "Sent" milestone to the record and fires a notification confirming delivery. The customer gets their link. You get the confirmation.

⚡ Logged in under a second
2

Customer taps the link — you find out instantly

When the customer opens the quote or invoice in their browser, the "Opened" event is logged and a push notification arrives on your device. No more wondering if they've seen it — you know in real time.

📲 Push notification on open
3

They approve — signature, timestamp, IP all saved

When a customer signs and approves a quote, CashWrench captures the drawn signature, the exact time, and the customer's IP address. All three are stored on the quote record and visible in the History section, permanently.

✍️ Legally documented approval
4

Payment confirmed — notification fires, status updates

When an invoice is paid, you get an instant "Invoice paid" notification. The invoice status flips to Paid in your dashboard, and the payment timestamp is added to the record's History. Everything is in order without you lifting a finger.

5

Review the full history any time

Every quote and invoice has a History section at the bottom showing every event, in order, with timestamps — from creation through to final payment. Useful for dispute resolution, following up on outstanding invoices, and knowing exactly where every job stands.

📋 Full audit trail per record
The Difference It Makes

Stop guessing where every job is at.

Without a notification system, every outstanding quote and invoice is a question you have to answer by calling, texting, or just waiting and hoping.

Without Notifications

You send a quote and wait. And wait. Then you call.

Did they see it? Did it go to spam? Are they considering it, or did they already go with someone else? You have no way to know without reaching out — and every follow-up that comes too early makes you look pushy, every one that comes too late loses the job. You're flying blind on the thing that decides whether you get paid.

With CashWrench Notifications

You know exactly where every job is — without asking.

Quote sent → delivered. They opened it → you know. They signed → job confirmed, notification fired. Invoice sent → opened, then paid → notification, dashboard updated, history logged. You never have to chase for a status update again. Every follow-up you make is informed by what actually happened, not what you're guessing.

What Makes It Different

Everything you need to stay on top of every active quote and invoice.

Push notifications in real time

Every key event — opened, approved, paid — triggers a push notification instantly. No checking your dashboard; the update comes to you.

Per-record activity history

Every quote and invoice has a dedicated History section listing every milestone in order with exact timestamps. A full audit trail, automatically built.

Signature captured in history

When a customer signs a quote, their drawn signature, the timestamp, and IP address are saved to the record. Dispute protection baked in.

"Opened" event before you follow up

Knowing a customer has opened your invoice before you call to chase payment is the difference between an awkward conversation and a clean one.

Feed shows all jobs in one place

The notification feed aggregates events across every active quote and invoice. One screen to know what's moved, what needs attention, and what just got paid.

Automatic — nothing to configure

No settings to enable, no integrations to wire up. The moment you send a quote or invoice, CashWrench starts tracking. Every event logs itself.

Start Free — Takes 2 Minutes

2 months free · No credit card · Cancel anytime

Frequently asked questions

What notifications does CashWrench send?

CashWrench fires a notification on seven distinct milestones: quote sent, quote opened, quote approved, and quote declined — plus invoice sent, invoice opened, and invoice paid. Each one lands in your notification feed in real time with the customer's name, the amount, and a timestamp.

What is the Activity History on a quote or invoice?

Every quote and invoice has a History section at the bottom that lists every milestone in order — created, sent, opened, approved, paid — each with an exact timestamp. It builds itself as the job progresses, with no manual logging, so you always have a complete record of what happened and when.

Does CashWrench record when a customer opens a quote or invoice?

Yes. The moment a customer taps the link and views the quote or invoice in their browser, the "Opened" event is logged to the record's history and a notification is fired to your device. It's the signal you want before you follow up — you'll know they've already seen it.

Is the customer signature stored in the quote history?

Yes. When a customer signs and approves a quote, CashWrench saves their drawn signature along with the exact timestamp and their IP address directly to the quote record. All three are visible in the History section permanently — built-in dispute protection.

Can I see all notifications across all jobs in one place?

Yes. The notification bell opens a single feed that aggregates events across every active quote and invoice. One screen shows you what's moved, what needs attention, and what just got paid — no jumping between records to piece it together.

Are notifications included in the Starter plan?

Yes. Notifications and Activity History are included on all CashWrench plans, including Starter. There's nothing to enable or configure — the moment you send your first quote or invoice, every event starts tracking automatically.

Know when they open it. Know when they pay.

Real-time notifications on every quote and invoice milestone — fully automatic, from your first job. Two months free.

Start Free — Takes 2 Minutes

✓ 2 months free · No credit card · ✓ Founder rate locked for life