Keep every project conversation — internal notes, client emails, vendor threads, field updates — in one place, with @mentions, threading, and delivery tracking.
Last updated 2026-07-07
Each project has a Messages tab that keeps all its communication together, split into channels: Internal (team-only notes), Client, Vendor, Email, and Field. Everyone sees the channels for their role — field crews, for example, see only the Field channel.
Compose messages with a rich-text editor and attach files. Type @ to mention a teammate — they get notified and are added as a thread subscriber, so they stay looped in on replies.
Reply to any message to start a thread. Thread participants are notified of new replies, and a notification link drops you straight onto the highlighted message.
Client-channel messages appear in the customer's portal; vendor-channel messages reach your vendors. Both can reply, and their responses land right back in the thread.
Messages sent as email show a delivery status — pending, sent, or failed — powered by real delivery events. If one fails, you get a clear retry option instead of silent loss.
Client Portal
Give clients a branded portal to view proposals, invoices, and project updates.
Vendor Management
Add vendors and subs, organize them by trade, give them a portal, message them, and track master service agreements.
Task Management
Create and assign tasks, track them on a board, and let inspections and automations open tasks for you.