How to Get Here
Top navigation → Messaging → Conversations
Start a New Conversation in 3 Seconds
Click Start New
Type the customer or provider name
Hit Add Conversation
Send Messages Without Leaving ScheduleDrop
Text – Type in the bottom box → hit Send (only works when customer phone is on file)
Email – Click Email → add Subject → type message → Send
Call – When your business number is connected, click the phone icon → call instantly
Delete thread – Three dots on the right → Delete Chat
Right Sidebar = Superpowers
Notes
Talking on the phone? Drop every detail here with one click. Timestamped forever.
Example: “Customer wants annual maintenance in spring – quoted $289”
Tasks
Turn any phone call into action:
→ Click Add Task
→ Set follow-up date/time
→ Assign to any admin
→ Auto-linked to this exact customer
Bookings
See every job for this contact, past and future.
Need to book a new one? Click Create New Booking → jumps straight to the booking form with the customer pre-filled.
Every Automated Message Lands Here Too
All your booking reminders, confirmation texts, review requests, and reschedule notifications automatically appear in the correct customer thread. Zero extra work.
That’s it—you now have every customer interaction in one searchable, actionable place.