The inbox: triage everything in one place
The Inbox button sits at the top of the sidebar, and in the bottom bar on mobile. It collects everything that needs a human, so you triage one list instead of checking five places.
Inbox triage: stacks per ticket, one click from message to full history. Recorded from the real app with demo data.
What lands here
Section titled “What lands here”- Customer email and SMS replies
- Payments received
- Estimate approvals
- Portal messages
- @mentions from teammates
- Ticket assignments
Stacked per ticket
Section titled “Stacked per ticket”Notifications stack per ticket, so one chatty customer is one stack, not twenty rows. The count stays honest and the rest of the list stays visible.
The tabs
Section titled “The tabs”- Mine, what’s yours
- Global, the whole shop
- Teammate, a teammate’s items
- Archive, what’s been handled
Working an item
Section titled “Working an item”- Click any item in the inbox.
- You land on its ticket with the full history.
- Handle it there, the conversation, the money, the status, it’s all on the ticket. See messaging for how replies work.
Keeping it clean
Section titled “Keeping it clean”Archive all read clears handled items in one click. Read conversations also auto-archive after 7 days, so the inbox stays honest even on the weeks you don’t tidy it.
The inbox tells you what needs a human, the queue tells you what’s on the bench.