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Messages Center for Suppliers

Stay on top of your communications with the Messages Center in the supplier platform. View project and general messages, manage message threads, review shared files and links, and communicate with subcontractors and general contractors, all in one place!

 

Messages Center Overview
 
Step 1: Click Messages at the top of your supplier account.

Step 2: Explore the Messages Center tabs. Messages are organized into Projects, General, and All.

At the top-left, choose your view:

  • Projects: These messages relate to specific projects
  • General: Find messages that started from the directory or Lead Finder
  • All: See every message, from projects and general messages

Step 3: View and Manage project messages. Select the Projects tab. Browse your projects messages list, then select a message to view the conversation.

Step 4: Select a message in the middle column to review the conversation thread which appears on the right side. At the top, you'll see the contact’s name and company name. Below, review the conversation thread showing the date and timestamps.

Step 5: Hover over any message to view additional options. Click the emoji icon to react or use the three-dot menu to Mark as Unread or Reply.

Step 6: Your replies are timestamped. One green check means your message’s delivered; two green checks show it’s been read.

Step 7: Select the General tab to view conversations started through the Directory or Lead Finder. To learn more about the Lead Finder add-on feature for purchase, view our Knowledge Base article: https://knowledgebase.planhub.com/knowledge/lead-finder-for-suppliers or contact your Account Manager directly to discuss your options.

Step 8: Select a message to view the contact, company, conversation thread, and timestamps. Hover over each message to use emoji reactions or click the three-dot menu to Mark as Unread or Reply.

Step 9: Under the All tab, view all messages within the projects and general tabs together.

Step 10: Unread messages are indicated by a green dot with a number showing the number of unread messages. Use the three-dot action menu to Mute or Block a conversation. Muted conversations will not send notifications..

Review shared content within Message threads
 
Step 1: Open a message thread and click the info icon in the top right corner.

Step 2: Under the Members tab, view team members with access to the message, select the Files tab to view message files, select the Links tab to view links within a message.

Step 3: Search for messages. Use the search bar to enter keywords for companies, projects, people, or files, then press Enter. Matching messages appear below, grouped by type.

Navigate Directly to a Project Page from the Messages Center
 
Step 1: In the Projects tab, locate the message for the project you want to access. Click the project name to open the project page.

Step 2: To message subcontractors:

  • Click the Subcontractors tab.
  • Select the contacts you want to message by adding a checkmark to the box.
  • Click Share Group Estimate to open the messaging window. Upload files, enter your message, and click Share Estimate to send.
  • Your messages land under the Projects tab in the Messages Center.

Step 3: To message a general contractor, select the General Contractors tab. On the GC contact card, click Send a message, enter your message, and click Send.

Keep your project communication organized by using the Messages Center to manage conversations, review shared content, and stay connected with your contacts.

Troubleshooting:

Contact us if you need assistance or to report an issue: