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NOTE: For right now the client will only be able to see their messages from their proposal screen. They will not get any emails or text messages sent directly to their phone. The system is currently in Beta testing, and more functionality will continue to be added.
Sending a message
You can send messages for projects that you are the project manager for.
When you are inside a proposal on the Estimate tab, there will be a “chat” icon in the bottom right corner.
Click on the icon to launch the chat for this project.
This will show a full history of the messages for this particular project.
Your clients can view and respond to the messages by opening their proposal or logging in to their CostCertified account.
There will be a floating “Ask a question” icon in the bottom right corner of their screen. They can click this to open the chat.
Viewing all active chats.
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