Messages

tidy's messages feature offers a shared inbox that simplifies communication between your team and your cleaning and maintenance professionals this article explains how the feature works, integrates with other tools, and enhances overall communication communication is hard we have heard from many customers about the pain of managing communication with cleaners and maintenance people on your properties the problems include it is hard for teams to communicate as a team with cleaning & maintenance vendors for example, what happens if your company's vendor's point of contact is on vacation? you want to communicate in the systems you already use (like slack) pros want to work a different way (like sms) many customers have tried things like shared whatsapp or slack channels, but these are unwieldy and not meant for this how messaging in a shared inbox makes communication easier tidy's messages feature is a "shared inbox" which centralizes all communication into tidy here is how it works anyone in your team can see all messages from the pro this allows your whole team to work together seamlessly someone on vacation? no problem anyone can step in you can control permissions for users, granting limited access to people as needed all messages sent using tidy's apps or connected channels are visible to all users in your account anyone on your pro's team can see your messages from anyone on your team, so their team shares in this benefit to use this feature, just tap any job, and you will see the option to message your pro any user on your account who can see that job, can view messages and send them unread messages tidy's messages feature also provides a clear indication of read and unread messages, making it easier for users to stay updated on the latest communication how read/unread messages work unread messages messages are marked as unread until they are viewed within the tidy software if you read a message on a different platform, tidy does not track that activity, and the message will still be marked as unread within the tidy interface to make it easy for users to identify unread messages, they are highlighted this visual cue ensures you can quickly spot new messages and respond accordingly read messages once a message is viewed in the tidy software, it is automatically marked as read the read status helps you and your team stay informed about which messages have been acknowledged and which still need attention new messages will automatically appear in the "messages" section within a few seconds after being sent no need to keep refreshing the page please note that tidy's read/unread tracking applies only to messages viewed within the software if you read a message on another platform, the message will still be marked as unread within tidy to ensure accurate read/unread status, we recommend using the tidy platform to view and manage all your job related communication notification integrations you want communication tied into the tools you already use we support notification integrations notification integrations takes the shared inbox to the next level, by allowing both you and your pros to get notifications where each of you independently prefer we support pretty much any integration with either webhooks, open api, zapier, and our pre built library of integrations so far, pros most often prefer sms, and property managers most often prefer slack we support the following integrations, with more coming slack microsoft teams salesforce hubspot intercom monday com asana pipedrive zoho zapier webhooks api if you ever want a new integration, please reach out! messaging on a job you can send and receive messages for any job/service, and view them on both the job itself (through the schedule section) and the messages section of your app the messages will be segregated by pros and/or guests, and every message that has been sent or received from this specific pro/guest will be available in the thread this is very helpful to organize communication, so you can easily see the exact context of the communication here are some notes on how these messages work when you chat in the app, the chats appear on the job for all people who have permission to view that job, as well as in the messages section the other party will get an in app notification if there is only 1 user on the account, and you have a phone number added, then you will get sms notifications, and you can reply to those messages you can also set up alerts to receive messages in another channel (e g slack notifications) this is a way to know that you got these messages to send a message, you can either access each job (through the schedule view) or access the messages section of your app new messages will also be displayed on the dashboard page to reply, just click on the message, which will direct you to the messages section this page contains the entire history of conversations between the pros and you