Communications
The Communications hub keeps every conversation about a job in one place, with a record of what was sent and whether it was acknowledged. It 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 message threads between members of your own organization.
Where to Find It
Communications is a group in the left navigation. The hub has tabbed segments: Inbox (your external threads), Contacts (the people you correspond with), and Messages (internal team threads). Starting a new message happens inside the 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 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.
Keeping client and vendor correspondence in TrueGrade means the conversation stays connected to the project — anyone with access can catch up without digging through personal email, and every message leaves a record.
Learn More
The full Communications guide covers composing messages, requiring acknowledgement, managing threads, and contacts:
The hub, its segments, and who can use each.
Communications OverviewCompose, link to a project, and choose delivery options.
Sending MessagesGet a confirmed, on-the-record receipt from a client or vendor.
Require AcknowledgementBuild your directory, add custom roles, and import in bulk.
ContactsRelated
- 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