Aug. 06, 2024
Centralized Communication & Messaging
Stay on top of your communication with our streamlined messaging to view all communications in one convenient location, consolidating messages from jobs, accounts, records, and more. Each Job, Customer, and Vendor account also has a dedicated message inbox, allowing users to send messages before adding them to a job. Staying organized and connected has never been easier.
Key Features
- Message Inbox: View all messages across jobs, customers, and vendors in one place.
- Pre-Job Messaging: Communicate with leads and vendors before creating a job.
- Unread Notifications: Easily find and prioritize unread messages.
- Direct Messaging: Send private messages to internal users.
- Organized Threads: Add subjects to message threads to stay organized.
- Sent Messages: Keep track of sent communications.
- Search Tool: Search messages by subject, sender, recipient, and message text.
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