Clientish Documents
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Messages on an Order
Message the client and your team on an order, and what each side receives.
Each order has two conversations: one with the client and one inside your team. Keep every message about the work next to the order it belongs to.
Overview
This guide shows how to message a client, how to message your team, and what each side receives.
Who Can Access
Team members need Manage Order Messages.
Step-by-Step Guide
Open the messages
Open the order and click the Messages tab. A dot on the tab means a client message is waiting for a reply.
Reply to the client
On Client, type your message and click Send. Pick a Saved reply to insert text you use often. Attach adds a file up to 100 KB; for anything bigger use Drive link. Your messaging signature is added for you.
The client gets a notification and an email, as long as your mail server is set up. See SMTP & Mail Config.
Message your team
On Internal Team, choose who it is for under Send to, or mention someone with @. The client never sees these messages. The recipient gets an in-app notification.
Good to Know
- Messages can’t be edited after sending, but the sender can delete them.
- Attached files also appear on the Files page.
- Messaging is closed on Complete orders. If Lock completed orders is on, the client must request a revision first.
- Set up saved replies under Settings → Saved Replies.