OverviewThe Messages section allows you to communicate internally with:
All message threads are connected to specific work orders, ensuring conversations stay organized and contextual. |
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Navigate to Messages Go to Messages from the main navigation menu. |
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Look for Unread Indicators Unread threads are marked with a red bubble. Threads remain marked until opened. |
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Open the Thread Select the thread to open and review new messages. |
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Open Messages Go to Messages within the work order, or access all messages via the message icon in the top right corner. |
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Select a Thread Select any thread from the list and click it to view the full conversation history. |
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Within a thread, you can see:
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Navigate to Messages Go to Messages and click New Message. |
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Enter a Subject Click the Subject field and enter a name for the message thread. |
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Choose Recipients Choose the recipient — an employee or a Lessen ONE contact. You can select multiple team members to include in the thread. |
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Write and Send Enter your message and click Send. The conversation will be saved and tied to the selected work order. |
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💡 Best Practices
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