Documentation for communication and the customer portal
Communication documentation covers what is visible to whom. It describes how project chat is organized, how an email is filed against the record it concerns, and which fields, documents and approvals a customer account can open in the portal. Where the product manual describes a portal twice and the two descriptions disagree, this section keeps to the behavior that has been confirmed in the running application.
Documentation pages for communication
Construction team and project chat
Keep team channels, direct messages, project conversations and customer chats in one tenant-aware system linked to the relevant history.
Project-connected construction email
Connect a company mailbox through SMTP and IMAP and assign incoming or outgoing messages to projects, leads, customers, subcontractors, service requests or equipment.
Customer portal for home builders
Give home buyers controlled access to progress, schedule, site news, documents, invoices, selections and the shared project conversation without exposing internal costs.
Test communication with your own workflow
Request a trial period for the modules on this page. We agree the roles, permissions and useful scope with you before preparing access.