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How To View Message History

Steps to review past messages on a Service Request


All messages sent between your team and a homeowner are stored within the Service Request. You can review the full message history at any time to catch up on a conversation or reference a past exchange.

Steps

  1. Open the Service Request

    From the Service Requests tab, click the relevant request.

  2. Navigate to Messages

    Click the Messages symbol on the top right corner of the screen.

  3. Review the conversation

    All messages are displayed in chronological order, including who sent each message and when.


Key Notes

  • Message history from the customer and team is stored permanently and does not expire.

  • You can send a follow-up message directly from this view β€” see How To: Send a Message from a Service Request.

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