Learn how to communicate with stakeholders in an organized way.
Ressio enables Contractors, Homeowners, and Vendors to communicate seamlessly on the Ressio platform using the built-in messaging tools.
Throughout the Ressio platform (on cost items, selection items, approval documents, files, etc) you will see a messaging icon indicating a message can be sent. Within the messaging window, you can select from the following 3 messaging channels to control who receives your messages:
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Homeowners - messages are visible between homeowners & team members
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Vendors - messages are visible between vendors & team members (Note: if specifications are not shared with vendors, messages will not be sent)
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Internal - messages are only visible to team members
- View All - Literally just a view with all threads
Notifications: When sending messages through Ressio an email notification will also be sent to associated email address of the user's Ressio profile.
Emails from Ressio CAN BE directly replied to and will be recorded as messages in the related area of the project.
@mentions: In addition to standard messages Ressio also has the ability to @mention specific users, vendors or clients to draw their direct attention to certain things. Using the @(their name) function sends them a direct notification.
If you wish to send a message to all parties, there is a "public" thread! That is sent to customers, trades, and internal users!
Learn more: Email preferences overview
Files: If desired, a file can also be sent via message by clicking the paperclip icon and uploading a file. Once the file is uploaded, click "Send"