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CommunicationsOverview

Communications

The Communications hub keeps every conversation about a job in one place, with a forensic record of what was sent, to whom, and whether it was acknowledged. It replaces the scattered trail of personal email with a project-linked history you can stand behind when a client or vendor asks “did you ever send that?”

The hub covers two kinds of messaging:

  • External correspondence — threads with clients, owners, architects, vendors, and subcontractors, each kept alongside the project it relates to.
  • Internal messaging — private threads between members of your own organization.

Where Things Live

Communications is a single hub with tabbed segments, reached from Communications in the left navigation:

  • Inbox — your external threads with clients, owners, and vendors.
  • Contacts — the directory of outside people you correspond with.
  • Messages — internal, organization-only threads between your own team.

Inbox, Contacts, and Messages are segments of the one hub, not separate destinations. Starting a new message and importing contacts happen inside the same hub.

Who Uses This

Internal Messages are open to every member of your organization, including Field User. External correspondence — the Inbox, Contacts, and starting a new external message — is limited to Admin, Project Manager, Foreman, and Accounting roles (and Platform Admin). A Field User who opens the hub sees only the internal Messages segment; external client and vendor threads never appear for roles that shouldn’t see them.

Keeping client and vendor correspondence in TrueGrade means the conversation stays connected to the project — anyone with access can catch up on what was discussed without digging through personal email, and every message leaves a record.

In This Section

Compose an external message, link it to a project, and choose delivery options.

Sending Messages

Get a confirmed, on-the-record receipt from a client or vendor.

Require Acknowledgement

Resolve, archive, or void conversations and clean up stray messages.

Managing Threads

Build your contact directory, add custom roles, and import in bulk.

Contacts
  • Quick Start — set up your organization and first project
  • Projects — the jobs your correspondence is tied to
  • Action Items — follow-ups that come out of a conversation
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