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.
Project-connected construction email: how it works in Home Builder Software
Correspondence about a building job arrives in the same place as the job itself. An administrator connects the company mailbox once, and from then on the mail area lists what came in and what went out, newest at the top, with direction, correspondent, subject and date on every row. Nobody forwards a supplier reply to three colleagues so that it can be found again next spring.
The mailbox form asks for SMTP and IMAP host, port, encryption and credentials, tests the connection before it goes live and keeps both passwords encrypted; a mailbox that failed its check refuses to send. Writing a message happens on its own page, with several recipients separated freely, a subject, a body and an optional assignment. Incoming mail is pulled by IMAP and deduplicated on its Message-ID, so a second sync never doubles a thread.
Assignment is what makes the mail useful later: pick a project, lead, customer, subcontractor, service request or piece of equipment, and the message becomes a mail entry in that record’s history, carrying the subject as its title and the sending time as its date. Messages can be assigned after the fact from the list, sending is written to the audit trail, and the company’s multilingual mail wording stays maintained in the template library.
Project-connected construction email in the daily routine
An administrator saves the mailbox and the connection test either turns it green or names the error. Office staff then write from the compose page, address several recipients at once and link the message to the project or service request it belongs to. A colleague runs the sync, reads the answers that came back, and assigns any that arrived unlabeled. From that moment the exchange is readable in the record itself, not only in one person’s inbox.
Read the documentationProject-connected construction email: what it covers
Test and store encrypted mailbox connection settings
Associate sent and synchronized mail with supported business records
Create an email entry in the shared history of every assignment
Project-connected construction email: questions and answers
Which protocols connect the company mailbox?
Outgoing mail uses SMTP and incoming synchronization uses IMAP.
Where does an assigned email appear?
It becomes an email entry in the shared history of the selected business record.
Use Project-connected construction email on your own projects
A demo runs on a project that resembles yours, with the roles and permissions your team actually uses.