The Inbox (menu text “Customers & leads”) is where customers and new leads write to you. When a homeowner requests a quote through VisionScaper, the conversation starts here with their project brief.

For contractors the filter chips are Needs reply (the default), All, Unread and Archived. A search box reads “Search messages”. Needs reply sorts the oldest waiting first and says, for example, “Needs a reply, waiting 2 days”. Other states are “New, needs a reply”, “Waiting on customer” and “Closed”. Empty means “All caught up”.

Needs-reply tracking and quick replies are part of a Pro plan feature. You can still read and reply to everything without it. Which plan holds it is a placeholder, not approved.

A project conversation shows a card with the address, services, next appointment, the quote and its status (Request, Estimate in progress, Quote sent, Quote viewed, Hired, Declined, Expired). Buttons on the card:

• Start the estimate (or Open quote once it exists)
• Book a visit
• Ask for missing details: you tick what you need and add a note, then Send request

The message box says “Write a message…”. Next to it: a camera button to Add a photo (take one or choose one) and a lightning button for Quick replies. A phone icon calls the customer.

1. Open Inbox. Needs reply is selected.
2. Open the oldest thread.
3. Read the brief on the project card.
4. Type your reply, or tap the lightning button and pick a saved quick reply.
5. Tap send.

1. Open a thread and tap the lightning button.
2. Tap Edit quick replies. This opens Settings, on the Quick replies tab, in the group Messages and connections.
3. Add your replies and save.

The conversation list has an Alerts button for your message notification settings.

• Open Needs reply before anything else each day. It matches the “customer message waiting for your reply” row in Needs you.
• Use Ask for missing details instead of guessing. It sends one specific message.

• You cannot message someone. The box is disabled with “You can’t message this member.”
• No quick replies. The feature is not in your plan, or you have not added any yet.
• A thread keeps coming back. A new message brings an archived conversation back.

• The "Needs you" list
• Build a quote step by step
• The request form for your website