Customers & portal
CUSTOMERS & PORTAL
Inbox — customer messages and broadcasts
3 MIN READUPDATED 2026-04-20
01
Open Inbox
Sidebar → Inbox. Threads on the left, conversation on the right. Each thread is a customer who sent or received a portal message. Owner and office only.
02
Reply to a customer
Click a thread. Type your reply. It delivers through the portal and, if the customer has email/SMS notifications on, reaches them there too. Threads stay attached to the customer record.
03
Start a new conversation
Use the new-message button, pick a customer, type your message. It creates (or continues) their thread.
04
Broadcast to techs (owner only)
Owners can send a bulk SMS or email to all techs from Inbox — useful for weather delays, schedule changes, or end-of-day announcements. Every broadcast is logged so you have a record.
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