Messages

The job talk that normally happens in personal texts — the customer asking when you are coming, the technician asking for a gate code. Messages puts it inside Field Promax instead, where the office can see it, the work order can ride along, and it is still there next month.

Two kinds of conversation

Customer

A shared office inbox — one thread per customer that every administrator can read and answer.

Service Provider

A private direct message between two staff members — office to field, on the record.

1 Messaging Your Crew ▶ 2 min Office to truck and back. Send a direct message from the desk, watch it wake the technician's phone as a push notification, read his reply — and see the 📱 Mobile label that tells you he answered from the field. 2 Messaging a Customer ▶ 3 min Answer the customer without leaving the job. Start a thread from the portal-enabled list, attach the actual work order with a / so nobody guesses which visit, and let any administrator pick up the reply.

Messages is a staff feature, and it needs the customer portal. The chat-bubble icon appears for administrators and service providers only — never for a customer login — and only once the customer portal is switched on for your account. Customers you can message are the ones with portal access; on mobile, the technician's inbox holds staff conversations, while customer threads stay with the office.

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