Inbox

Review client messages, add internal notes and send replies from the shared mailbox they arrived on.

Select a conversation from the queue.

Client messages land here linked to the same request you'd find on the CRM board. The AI drafts, you send.

Link an order

Search HQ sales orders

Order number (pulls it from Xero if it is not in HQ yet)

Link a field service job

Search field service jobs

Link to a project

Search projects

Add a link

Label URL