Messaging

• Pro plan — integrated texting. Pro includes the Quo phone integration (and Square for payments), so texts send and thread inside the app under Chats.
• Core plan — native handoff. Every Text button opens your phone's own messaging app with the message pre-filled, so you still send in one tap; the thread just lives on your phone.

Open Chats. Every text conversation appears as a thread, with filters across the top: All · Unread · Today · Upcoming · Past · Archived. Today and Upcoming group threads by when the person's job is, so whoever you need to talk to today rises to the top. Search looks across every conversation, not only the visible ones.

In a conversation you can:

• Send a text and attach photos.
• Insert a saved template, or attach a document such as an estimate or invoice.
• Use the Follow-Up shortcut to chase a pending estimate.
• View media full-screen with next/previous navigation.
• Tap + to start a new conversation.

Inbound calls longer than 10 seconds create a lead automatically, with the recording and an AI summary attached to the thread. The summary also appears at the top of the lead or customer, in the same place and style as in the chat. Calls under 10 seconds are treated as missed and don't create a lead.

There are no internal channels or direct messages. To pull a teammate into something, type @ in a note or message and pick their name — they get a notification and a link straight to the record. On mobile the mention picker opens as a bottom drawer.

• Swipe a thread left — or select several and tap Archive — to clear it out without deleting anything.
• The Archived filter brings them back, and Restore returns one to the main list.
• Unread inbound messages re-surface an archived thread.

• Automatic replies to customers are off by design — every outgoing message is one a person chose to send.
• All outbound messages are logged.
• Who can open customer conversations is controlled per person under team permissions.

Desktop: sidebar → Chats. Mobile: bottom tab → Chats.