The configured company phone number is displayed in the top right of the Messages module. This is the number customers will see when receiving text messages from your company.

Use the search bar to perform a query for a specific phone number within your message threads.

The filter button allows you to sort threads in specific ways:

• All - View all message threads, ignoring the assigned filter
• My Messages - View only threads assigned to your user account
• Recent - View messages sent or received in the last 24 hours
• Archived - Display all archived message threads

Select the + icon to create a new, unrelated message thread for internal communication or new customer conversations.

Click the ↻ icon to refresh the current list with any newly received or sent messages.

Select the paperclip icon to attach an image to the outbound message.

Click in the text field to enter your outbound message. Type your message and click Send to deliver it.

Select the pencil icon to access thread settings:

• Topic - The thread's specific topic displayed in the Messages list view
• SMS (Phone) - The currently linked SMS phone number
• Assigned - All users assigned to this thread
• Related - All related records (automatically added when using Notify Client)

To set up the Messages module:

1. Request access via your subscription module (click the question mark icon, navigate to Setup/Subscription, and select Manage My Subscription) or email support@constructtrue.com
2. Once activated, navigate to Company Preferences and locate the Messages section
3. Click the blue Configure button
4. Enter your business information and submit
5. Wait for processing (can take up to a couple of weeks due to A2P 10DLC regulations)

To automatically assign inbound messages to specific users:

1. Navigate to Company Preferences and scroll to the Messages section
2. In the first textbox, enter usernames as a list (one per line)
3. Names must be an exact text match to user accounts with no extra spaces
4. Users on this list will automatically receive badge notifications for new external messages

The Notify Client feature allows you to send text messages directly from records:

1. Navigate to a Quote, Job, or Work Ticket record
2. Select the Notify Client option
3. Choose the Text option to create a new thread
4. Enter your message or click the Message field to load a template
5. Click Send

Internal threads allow team communication within the Messages module. To create one:

1. Navigate to the Messages module
2. Select the + icon
3. Click the Unrelated option
4. Select the pencil icon and locate the Assigned section
5. Use the + icon to add internal users to the thread
6. Added users will receive red badge notifications for unread messages