Messaging

Message Button

Stay connected to your team with real-time messaging and threads linked to projects, services, expenses, and more.

To send a message, navigate to the top righthand menu and click on the Message button. A sidebar will appear and give you the option to view active, archived, or all messages.
Simply click on a thread to open it and use the text field to begin typing your message. You can include a file or image by clicking the Upload Button.
To see an expanded view, click on the three dots located beside the subject line of the thread and click Expand.
To add a Tradetraks user to a thread, click on the three dots and select Manage Members. In the add user field, either select from the drop-down or type in the name of the individuals you would like to add.
To remove yourself from a thread, click on the three dots and select Leave Thread. If someone leaves a thread it becomes archived. To continue to use the thread, you can reopen it from your message archive.

To create a new message, click the Envelope Button in the message menu.
You can assign a thread to a project or service and add users individually or add recipients from the project or service employee list.
When choosing a subject line ensure to keep it brief to avoid display restrictions.

Note: Message threads that are not assigned to a job will automatically become private threads.

A red bubble will appear on the message icon when there are new messages. To receive notifications of new messages, use the settings button in Tradetraks to turn on notifications.