Help Center
Inbox
One place for every customer email and SMS — assign messages to jobs, reply, and keep your mailbox in sync.
Understanding the Inbox
One place for every customer email and SMS — how the two-pane list, tabs, filters and conversation view work.
Assigning messages to jobs
Link an email or SMS to the job it belongs to — using suggestions, search, and whole-conversation assignment.
Replying and composing messages
Reply to a customer or start a new conversation from the Inbox, with templates, signatures and attachments.
Signatures and personal templates
Set up your own email signature and your own private message templates, separate from the shared ones.
Sending and receiving attachments
Photos, PDFs and MMS in the Inbox — how they're captured, previewed, and pushed onto the job.
Keeping your mailbox in sync
How new email reaches the Inbox — push notifications, the polling schedule, and the manual Sync button.