Message a customer
Send a customer messages, photos and videos from their page. They read and reply in their client portal.
- Who can do this
- People with the Message customers permission
Messages live on the customer's page and in their client portal, a private page where they can also see their quotes, invoices and documents.
- Step 1: Open the customer from Customers and click the Messages tab.
- Step 2: Type your message in the box at the bottom. To attach photos or videos, click Photo / video (just an icon on a phone) or drag them in, up to 10 per message.
- Step 3: Click Send.
If the primary contact has an email, they get an email with a link to their portal. With no email on file, the message waits in their portal. The thread also shows updates you sent from jobs.
When they reply, a count appears on the Messages tab and next to their name in Customers. Opening the tab marks the messages read.
Tip: They get at most one email every 15 minutes, so several messages in a row don't flood their inbox.
Share the portal link
The Client portal card on the Overview tab holds the customer's link.
- Copy link copies it so you can text or email it yourself.
- Reset link makes a new link. The old one stops working, including in emails you already sent.
- Disable turns the portal off. Copy link, or sending a message, makes a fresh link.
Good to know: Choose whether you get an email when a customer messages you with Customer message in Settings › Notifications.