One inbox, two kinds of thread
A person who commented on a work order this morning and was messaged about it this afternoon has one
place to look for both. Record discussions carry the record’s name as a badge so you can tell them
apart at a glance, and opening one shows a link back to the record itself rather than a duplicate
“who’s in here” panel — everything else about it is already there.
Starting a conversation
Tick a colleague, a role, a crew, or a site, and the product works out what you are starting rather than asking you to choose a type first:
A role reaches everyone who holds it, including somebody who joins later; a crew is who actually
works a shift together, which is usually the group you meant when a role would have been dozens of
people.
Bringing in somebody from outside
A vendor contact with an email address on file can be invited into a conversation, provided they are not already a user. They get a sign-in link and can see the conversation and whichever sites you tick for them — at least one, because an account with none would otherwise reach every site there is. Once an outsider is in the room, a banner says so and a per-message internal tick appears, letting you keep a note from anybody outside the company without starting a second conversation.Writing a message
- # points at a record — a work order, an asset or a purchase request — and it renders as a chip the reader can open, or a flat label if they cannot see that record.
- @ names somebody.
- Attach adds a file — a photograph of the fault, a scanned delivery note — with a note about what it is, since a photograph nobody wrote a sentence about is a photograph nobody can search for later.
- A quick reaction (👍 ✅ 👀 🙏 ⚠️) is one tap on any message.
Managing a conversation
Open In here to see who is in a group, add somebody, mute it, archive it, or leave — muting and archiving are per-person, so quieting a busy channel does not change it for anyone else. Leaving is only offered on a group you can leave; a site channel’s membership is the site’s access list, not something you opt out of one person at a time.The tray
A messages icon sits in the header beside notifications and the sync tray, with its own count — the number of conversations waiting on you, not the number of unread messages, because “three conversations are waiting” is a number somebody can act on and four hundred unread messages in a busy site channel is not. Opening it previews the newest few; Open all brings up this screen.Notifications
What gets emailed, texted or pushed about a comment, separate from the conversation it sits inside.

