Email and SMS built into your system instead of beside it. Outbound messages send from templates with the details filled in, replies match themselves to the right job automatically, and the whole conversation sits on the record where anyone can pick it up. No more forwarding, no more lost threads.
The problem
Client communication lives in personal inboxes, which means it lives nowhere. When someone is away, their threads are invisible. When a client replies to a months-old email, it reaches one person, if it reaches anyone.
We connect your real mailboxes, Microsoft 365 or Google, to your job system. Inbound mail matches itself to the job by reference and by thread, and lands on the record. What cannot be matched waits in a small triage queue instead of vanishing. Outbound goes from templates your admins edit, with names, dates and details filled from the job.
One client runs about seventy templated messages this way across six teams, with two-way SMS beside it, so a text from a client on site threads into the same conversation as the emails.
This is a module of our custom ERP platform, not a standalone product. Start with just this module and it already sits on the full platform, accounts, security, admin and API included, so the rest of the system can arrive stage by stage, whenever you are ready.
What you get
Inbound email matches to the right job by thread and reference automatically. The unmatched few go to a triage queue a human clears in minutes.
Emails, SMS and call notes for a job sit as one timeline anyone on the team can read, so cover for a sick day takes seconds, not archaeology.
Standard messages with the details filled in from the job. Wording changes are a settings edit, not a developer request, and every send is recorded.
Reminders and updates go out by text through Australian providers, and replies come back onto the job, not onto someone's personal phone.
Which contact gets which correspondence, per client or per partner firm, captured once as rules instead of remembered per send.
Automated sends can be paused business-wide in one click, and held messages queue for review instead of disappearing, for the weeks when everything changes.
Proof
This Canberra inspection firm runs every booking through five teams and four outside parties. Osher Digital replaced their legacy booking system with a portal that carries the whole process: parallel team checklists on every job, route-aware scheduling, the shared mailbox filed against jobs, and in-house AI assistants that answer from the firm's own documents.
See it
Screens from messaging built into the job record, so what was sent is part of the history.
AI native
Every module ships on a platform with a built-in MCP server, which means AI assistants like Claude and ChatGPT can securely read and operate your system with the same permissions as a staff member. Ask where a job is up to, get a client summary before a call, or have tomorrow's follow-ups drafted, from the chat window you already use.
FAQs
Pairs well with
This page is one module of a larger system. Everything below runs on the same platform and the same records, so the modules combine without integration projects, and you can add them in any order.
Sends and replies tick workflow steps on their own.
Learn moreEvery conversation lands on the client timeline.
Learn more
Confirmations and reminders send themselves at the right hour.
Learn morePayment reminders send from live payment status.
Learn more
Crews get their day by message, and replies land on the job.
Learn more
See the whole platform your communications would be part of.
Learn moreBook a free 15-minute call. Tell us where client messages live today, and we'll tell you what a build costs.
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