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Comments - Notes - Memos - Messages

Urable offers different methods of communication depending on the objective, whether it involves employees or customers, and the document it is attached to.

Comments

  1. enter standard or customized information you want the customer to see

    1. this can be done in the Comments section in Preferences > Proposal/Approval/Payment

  2. acts as a live chat with the customer and you will receive a notification when a customer responds here

  3. "Comments" section can be found in Proposals, Approvals, Payments

  4. these will not be found in the Message Center because they are neither text nor email, the live chat thread remains with the document

Notes

  1. for internal messaging only (customers will not see this)

  2. can be attached to "Customers" ('Notes' field on profile page) and "Jobs"

  3. with "Jobs" a banner will display across the top if a Note is included

  4. **you can allow the notes to be customer facing from a job on the PDF but that option is generally used when the PDF is used as a work order for your staff

Memos

  1. enter either standard or customized information you want the customer to see

  2. "Memo" section can be found on all PDF documents (Preferences > PDF)

  3. these will not be found in the Message Center because they are appended to a PDF document, not a direct text/email

Messages

  1. Message Center houses all auto deployed communications, as well as manually sent and received text responses (if two-way texting is enabled)

  2. any “sent” messages (text or email) will show up in the “Inbox” (if there/assume “sent”)

  3. any “undelivered” messages will show up in “Undelivered” in side menu (with a reason for it being undelivered)

  4. any “queued” messages will show up in “Queued” in side menu

  5. an employee instant message platform is also contained in the Message Center

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