One thread per client — email, text, calls and notes

Every email, text, logged call and internal note with one builder on a single record, sent from the account itself rather than from somebody's personal outbox.

What it is

A tab on the sub-account that shows the whole correspondence oldest-first and a composer beside it with four channels. Internal notes are visually distinct and never leave the building; failed sends show the reason on the row. Texting is offered but explicitly disabled while the agency number is still in carrier registration.

Also called: did we tell them · client correspondence · account thread · support history · vendor communication log

See it
One thread per client — email, text, calls and notes
Day rate
$400
Days figured
13
Crew size
3
Fuel & equipment
$300
Finished 2 days early — $1,400 back to the crew
The Conversation tab: outbound cards, an inbound reply tinted with the accent, a dashed internal note, and the sticky composer with the four channel buttons. Sample data — no customer information appears here.
How it works
  1. 1Pick a channel — Email, Text, Log a call, Internal note — and the composer changes to fit it.
  2. 2Calls record an outcome (answered, no answer, voicemail, busy) and optional duration.
  3. 3Sends go out under the Leads 2 Build brand and are recorded as they go, with delivery state on the row.
  4. 4The roster shows each account's last message and how long ago, so 'who have we gone quiet on' is a scan.
  5. 5A blocked channel says why it is off instead of silently failing.
Why we built it

The API header is the story: 'Every builder we email — an A2P rejection, a bug they filed, "your texting is live" — was previously recorded only in whoever's sent folder happened to write it. "Did we tell Brad?" had no answer anyone else could look up.'

The problem
  • Correspondence with a customer lived in individual sent folders.
  • A failed send looked identical to a delivered one.
  • Internal context and customer-facing messages had no shared home.
Sound familiar?
What you get
Anyone can answer 'did we tell them, and when' in seconds.
A customer's history survives a staff change.
Notes and messages sit on the same timeline without ever being confused for each other.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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