--- title: Messaging Across the Platform description: Ressio allows Contractor, Homeowners, & Vendors to communicate directly through the Ressio platform by using the embedded messaging features. --- [Skip to content](https://help.ressiosoftware.com/how-to-send-message#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [Messaging & Notifications](https://help.ressiosoftware.com/feature-guides?hsLang=en#messaging-notifications) # Messaging Across the Platform ## Communicate clearly with your team, clients, and trades. Ressio enables Contractors, Homeowners, and Vendors to communicate seamlessly within the platform. Every message stays linked to its project context, whether that’s a cost item, specification, or approval. This mean conversations never get lost in email chains. **Key Benefits:** Ressio’s built-in messaging tools make it easy to keep every stakeholder on the same page, without leaving the platform. - **Centralized communication** — all project discussions live where the work happens - **Reduce email clutter** — automatic email notifications keep everyone informed - **Stay organized** — messages are tied to specific cost items, selections, or documents - **Secure visibility** — control who sees what with internal, customer, and vendor channels - **Cross-project access** — use Global Messages for a full overview across jobs   --- #### Table of Contents 1. [Where You Can Message](https://help.ressiosoftware.com/how-to-send-message#where-you-can-message) 2. [Message Channels](https://help.ressiosoftware.com/how-to-send-message#message-channels) 3. [General Messages](https://help.ressiosoftware.com/how-to-send-message#general-messages) 4. [Company Messages](https://help.ressiosoftware.com/how-to-send-message#company-messages) 5. [Moving Messages Between Threads](https://help.ressiosoftware.com/how-to-send-message#moving-messages) 6. [Notifications & @Mentions](https://help.ressiosoftware.com/how-to-send-message#notifcations-mentions) 7. [Adding Files to Messages](https://help.ressiosoftware.com/how-to-send-message#adding-files-to-messages) 8. [Permissions](https://help.ressiosoftware.com/how-to-send-message#permissions) --- #### Where You Can Message Throughout Ressio, you’ll see a **messaging icon** indicating that a conversation can be started in that area. You can send and view messages from: - **Cost Items** - **Selection Items** - **Approval Documents** - **Files and Attachments** - **General Project Threads** (via the *General Messages* feature) - **Company Messages** (cross-project view) [\[back-to-top\]](https://help.ressiosoftware.com/how-to-send-message#back-to-top) --- #### Message Channels Each message you send has a **channel** that controls visibility: | **Channel** | **Visible to ** | **Purpose** | | --- | --- | --- | | Homeowners (Customer) | Homeowners & Team Members | Communicate directly with your clients. | | Vendors | Vendors & Team Members | Collaborate on trade-related items and specs. *(If specs aren’t shared with vendors, they won’t receive messages.)* | | Public | Customers, Trades, & Team Members | Share updates meant for everyone involved. | | Internal | Team Members Only | Discuss privately with your internal team. | | View All | All threads in one place | Centralized view for all communication. | [\[back-to-top\]](https://help.ressiosoftware.com/how-to-send-message#back-to-top) --- #### General Messages **General Messages** act as a centralized conversation thread for each project. This is perfect for discussing items that aren’t tied to a specific cost item or selection. To view a video on General Messages, [watch the video here](https://youtu.be/kNOuPGgc15k).  **Note:** General Messages are restricted by design. Only internal discussions (between contractors and customers) are enabled. No public channels currently exist. **How to Access** In the **Contractor Portal**, go to your **Project Overview** and click the **chat icon** next to "Project title" (ex. in image below, "Jacob Morgan's Home). ![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/undefined-Dec-09-2025-03-57-01-6698-PM.png?width=670&height=377&name=undefined-Dec-09-2025-03-57-01-6698-PM.png) On the **Field Portal**, use the **Open Project Messages** button at the bottom of the overview. ![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/undefined-Dec-09-2025-06-36-39-3536-PM.png?width=241&height=316&name=undefined-Dec-09-2025-06-36-39-3536-PM.png) On the **Customer Portal**, messages appear as a dedicated tab for ongoing communication. ![Screenshot 2025-12-09 at 1.37.43 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-09%20at%201.37.43%20PM.png?width=143&height=332&name=Screenshot%202025-12-09%20at%201.37.43%20PM.png) **Channel Structure** - **Contractor Chat:** Internal team communication - **Customer Chat:** Between homeowners (customer) and contractors ![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/undefined-Dec-09-2025-04-43-34-3321-PM.png?width=285&height=258&name=undefined-Dec-09-2025-04-43-34-3321-PM.png) 🚫 *No vendor channels are included here* to prevent accidental broadcast of messages to all vendors. [\[back-to-top\]](https://help.ressiosoftware.com/how-to-send-message#back-to-top) --- #### Company Messages The **Company Messages** Page is your cross-project communication hub, allowing admins, contractors, and homeowners to send or review messages across all projects. Company Messages can be found under **Company Overview** in the top right hand corner is a **message icon**. Clicking on this icon on any page will bring you back to the Company Messages across all projects. This is a great way of staying on top of all messages.  **What You Can Do** - **View all message threads** in one place (project-wide and general). ![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/undefined-Dec-08-2025-09-14-10-6754-PM.png?width=670&height=292&name=undefined-Dec-08-2025-09-14-10-6754-PM.png) - **Start a new message** by clicking **+ New Message** at the top right. - **Select visibility:** Admins and Contractors can choose visibility (internal, customer, etc.). Homeowners **cannot** change visibility. - **Public**: team members, customers, and assigned vendors - **Customers**: team members and customers - **Vendors**: team members and assigned vendors - **Internal**: team members - **Select a project:** - If the user is assigned to multiple projects, they can pick the target project. - Single-project users will see messages automatically routed to their project. ![Screenshot 2025-12-08 at 4.33.49 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-08%20at%204.33.49%20PM.png?width=278&height=215&name=Screenshot%202025-12-08%20at%204.33.49%20PM.png) - **Filter:**  - When you click on the funnel. You can also filter the messaging by subject as well as toggle on or off '**Unread only**'. ![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/undefined-Dec-08-2025-10-16-43-7444-PM.png?width=465&height=311&name=undefined-Dec-08-2025-10-16-43-7444-PM.png)   When a message is sent: ✅ It instantly appears in the appropriate project thread. ✅ The message drawer opens automatically to confirm delivery. ![Screenshot 2025-12-08 at 4.34.32 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-08%20at%204.34.32%20PM.png?width=238&height=219&name=Screenshot%202025-12-08%20at%204.34.32%20PM.png) [\[back-to-top\]](https://help.ressiosoftware.com/how-to-send-message#back-to-top) --- #### Moving Messages Between Threads Admins can **move messages** if they’ve been posted in the wrong location (for example, a general message that should belong under a specific cost item). - Currently limited to **General Messages** and **Cost Items**. - Visibility settings remain the same when moved. - Expanding to more areas like Documents and Files in future updates. 💡 This helps keep communication organized and prevents misplaced conversations. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/d199ae7d-61b7-4c89-89f0-c703452291a3/f2d64f01-bc58-4f5f-92f2-7adfdeed69e9/images/fcec8233-69f7-4a00-86c5-60d359015090.gif) [\[back-to-top\]](https://help.ressiosoftware.com/how-to-send-message#back-to-top) --- #### Notifications & @Mentions Each time a message is sent, Ressio notifies recipients by email. Recipients can **reply directly to the email**, and their response will post automatically in the corresponding project thread. **Use @mentions to grab attention:** - Tag users, vendors, or clients using `@theirname` to send them a direct in-app and email notification. - 🎓 Learn more: [Email preferences overview](https://help.ressiosoftware.com/email-preferences-overview?hsLang=en) 💡 **@message** override notifications preferences, so you can use them to notify someone who's turned off message notifications. [\[back-to-top\]](https://help.ressiosoftware.com/how-to-send-message#back-to-top) --- #### Adding Files to Messages Need to attach drawings, specs, or photos? Click the 📎 **paperclip icon** inside any message, upload your file, and hit **Send**. Attaching a file to a message adds it to the Files section for easy reference. 🎗️ Only files added to the main **Files page** can have their visibility changed. [\[back-to-top\]](https://help.ressiosoftware.com/how-to-send-message#back-to-top) --- #### Permissions | **Role** | **Can View Messages** | **Can Send messages** | **Can Move Messages** | **Can Change Visibility** | | --- | --- | --- | --- | --- | | Admin | ✅ All projects | ✅ Yes | ✅ Yes | ✅ Yes | | Team Member | ✅ Assigned projects | ✅ Yes | ❌ No | ✅ Yes | | Field | ✅ Assigned projects | ✅ Yes | ❌ No | ❌ No | | Customer | ✅ Their projects | ✅ Yes | ❌ No | ❌ No | | Vendor | ✅ Shared specs only | ✅ Yes | ❌ No | ❌ No | [\[back-to-top\]](https://help.ressiosoftware.com/how-to-send-message#back-to-top) ---   If you still have unanswered questions or need further assistance, please don't hesitate to reach out to our dedicated support team at [support@ressiosoftware.com](mailto:support@ressiosoftware.com). 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