Communications
Messaging Timeline
Unified SMS and email threads with customers.
5 min readMessaging Timeline
Overview
The messaging timeline is a unified thread view for SMS and email conversations with customers—so office staff see context next to jobs and estimates without switching apps for every reply.
How to access
Messaging (
/messaging) from the main menu (when visible for your role).Threads also appear in context on customer records where messaging is linked.
What you can do today
- View conversation history by customer or thread.
- Send and receive SMS when Twilio & Telnyx is configured.
- Send and receive email via configured email integration or system send.
- Use templates for common replies (see Email & PDF Templates).
- Tie communications to CRM records for follow-up.
Prerequisites
- Messaging permissions for your role.
- SMS provider configured (Twilio or Telnyx) for text channels.
- Customer phone/email on file with opt-in compliance per your business policy.
Step-by-step
Open a conversation
- Messaging → search customer name or phone.
- Open the thread to read history.
Send SMS
- Select thread or start from customer record.
- Compose message—optionally pick an SMS template.
- Send. Delivery status depends on provider webhooks.
Send email
- Choose email channel in thread or use customer email action.
- Select template if needed, edit body.
- Send—Gmail Integration users may sync via the Gmail portal for two-way mail.
Current limitations
- WhatsApp and iMessage are not native channels—SMS/email focused.
- Group MMS and internal team chat are outside this timeline (use your team chat tool).
- Attachment size limits follow SMS/email provider rules.
- Full marketing blast campaigns belong in Marketing Portal, not the operational messaging inbox.
Roadmap
- Assign threads to users with SLA timers.
- AI suggested replies in-thread.
- Rich MMS templates with images from job photos.