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Jobs

Jobs — replies, attachments, and customer communication

A back-and-forth thread per job. Internal-only or customer-facing.

Every job has an activity feed that logs everything that's happened on it — status changes, form saves, file uploads, replies. You can also write replies that show up in the customer's portal as messages.

Internal notes vs customer-facing replies

When you write on a job, you choose:

  • Internal note — only you and your team see it. Used for "client said they want to upgrade later", "supplier ETA: Friday", anything you don't want the customer reading.
  • Customer reply — visible on the customer's portal job view. Customers can reply back from their side. Functions like a bounded support thread per job.

The difference shows up as a coloured chip ("Internal" / "Visible") next to each entry on the activity feed.

Attachments

Drag-and-drop files into the job. Supported: images, PDFs, Word, Excel, Numbers, plain text, HEIC. Max 25 MB per file.

Each attachment can be flagged visible to customer or internal only. Customer-visible files appear in their portal job view as downloadable items with a Download button. Internal files are admin-only.

Customer can attach back

If you've enabled customer file uploads on the pipeline (Pipeline → Edit → Customer can upload), customers can attach files from their portal. Useful for "Upload your driver's licence" or "Send a photo of the damage". Their uploads land on the job's activity feed with a "From customer" badge so you can see they came from outside.

Notifications

When you post a customer-visible reply or attach a customer-visible file, the customer gets:

  • An in-portal indicator (the job moves to the top of their list with an unread dot)
  • Optionally an email if "Notify on replies" is on for the customer (Customer profile → Notifications)

Customer replies notify your team via the in-app notification bell.

Searching the activity feed

The job detail page has a tab for Activity. Filter by type (status change, reply, file, form save) or by author. Useful for prepping for a customer call when the back-and-forth has gone on for a while.