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Internal Messages and Field Messages

Learn how Internal Messages and Field Messages work on a job, who can see each, and how they differ from Messages sent to the field.

Each Opportunity and Job in Workglue has two message tabs: Internal Messages for communication between office staff, and Field Messages for communication with the crew working in the field. They look similar, but the audience and visibility are different.

Internal Messages

Internal Messages are threaded conversations between office users about the job. These messages are not viewable in the mobile app, so the field crew cannot see them.

There are two types of threads:

  • Job thread.
  • Regular thread.

Once a thread type is created, its type is locked. A job thread cannot be converted to a regular thread and vice versa.

The thread that started on the job or opportunity page is the same one that appears in the Message Center under Internal Messages.

Starting a new Internal Message

  1. Open the opportunity or job and select the Internal Messages tab.

  2. Select New Message.

  3. Choose one of the two options:

    • Select Create Job Thread to start a job-wide thread. Give it a name, type your message, and select Send Message.

    • Search for or select specific users to start a regular thread. Select Next, type your message, and select Send Message.

Reading and replying to a thread

  1. Select a thread from the list.
  2. The conversation opens in the pane on the right.
  3. Type your reply in the message field at the bottom and select Send.

When not to use Internal Messages

  • Communicating with field crew. Use Field Messages instead, or send a Private, Company, or Broadcast from Messages.
  • General office discussion not tied to a job. Use Messages in the Message Center.

Field Messages

Field Messages are job-wide notes for communicating with the crew working in the field. These messages are viewable by anyone viewing the job on the web or in the mobile app, with the creator and timestamp recorded on each note.

Field Messages are not a private thread. Anyone with access to a job can read it.

Posting a Field Message

  1. Open the job and select the Field Messages tab.

  2. Select New Message.

  3. Type your note and select Send Message.

 When not to use Field Messages

  1. Private conversations between office users. Use Internal Messages instead.

  2. General office discussion not tied to a job. Use Messages in the Message Center.

If migrating from Workglue 1.0, the Notes/Messages field from the Job Detail page is now located on the Field Messages tab.

Field Messages vs Job Log

Field Messages are conversational updates. Job Log entries are structured daily records of work performed. Use a Field Message for things such as "Gate code is 0415". Use a Job Log for "Today we started priming the walls. Finished all but the weird-angle one."

The three messaging channels

Workglue has three distinct messaging channels.

  • Internal Messages (Job). Office-to-Office communication attached to a job. Threaded, job-wide, or with selected users. Web only. Lives on the job's Internal Messages tab, and also appears in the Messages Center under Internal Messages.

  • Field Messages (Job). Visible to anyone with access to the job, including the field crew. A notes log, not a private thread. Lives on the job's Field Messages tab, on web and mobile.

  • Messages (Message Center). Office-to-office or office-to-field, not tied to a job. Send as Me (private), Company (shared), or Broadcast (read-only announcement). Available on web and mobile, which is what lets office users reach field workers directly with a private or group message.