Messages is the one place for conversations. As a contractor, you see messages with customers about a project. Homeowners and members use it too. A badge in the header shows unread messages.

1. Open Messages (in the Contractor Hub it sits under Customers & Sales).
2. Use the filter chips at the top. As a contractor you see ⏳ Needs reply, All, Unread and Archived. Homeowners and members also get 🧰 Contractors, 🌎 Members and 📋 Projects.
3. Use Search messages to find a name or word.
4. Click a conversation to open it. Messages show newest at the bottom.
5. Type in Write a message…, add up to 5 photos, and send.
6. For other actions, open the ⋯ (Conversation options) menu:
   – 🔕 Mute alerts / 🔔 Unmute
   – 🗂️ Archive / 📥 Unarchive
   – ● Mark unread

An archived conversation comes back by itself when a new message arrives.

Conversations tied to a quote or request show a card at the top with the address, services, next appointment and quote. You do not need to ask “which job is this?”. The card shows a state, such as:

• 🆕 New — needs a reply
• ⏳ Needs a reply
• ✔️ Waiting on customer
• 🗂️ Closed (it reopens if they write again)

Contractors also get quick actions on the card, such as Ask for missing details. This lets you tick what is missing, for example a photo of the gate, add a note, and send the request in one go. View proposal opens the quote.

Open the alerts options (Message alerts) to turn on Email me when someone sends me a message. To stop alerts from one conversation, open it and choose ⋯ → Mute alerts.

“Needs-reply tracking and quick replies are in the Pro plan — you can still read and reply to everything.” Which plan holds these is a placeholder, not approved.

• Work the Needs reply chip first. It shows customers who wrote last, oldest wait first.
• If you see “You can’t message this member,” you cannot start a conversation with that member. The exact reason is not shown in the code that was checked.

• A message does not send: check your connection and try again. Photos need to be images.
• You never get email alerts: confirm the alert box is ticked and check spam.

• Two-way text conversations
• Write quick replies
• Edit message templates and alerts