Features · Client communications
Every conversation, already in the job.
Email lands on the job record. Texts land on the same job. The whole story stays in one place — not scattered across an inbox, a phone and a whiteboard.
One thread per job
Reply from the job, not your inbox.
Two-way email lives on the job record, and text messages land in the same place as the email. Client briefings capture every email, text and status change as it happens — nothing gets lost, nothing gets forwarded around.
- Two-way email on the job record
- Text messages filed on the same job as the email
- Client briefings — every email, text and status change, as it happens
- The address you already have — Gmail and Google Workspace, Outlook and Microsoft 365, or your own domain
Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.
The brief
The job’s story, read for you.
As messages and notes come in, the job’s brief keeps itself current: what happened, what you owe the client, what they owe you and the next step — with the key facts and requests linked to the message they came from, so you can check the source in one tap.
- A brief per job — key facts and requests open their source message
- Photograph a business card and the client is made
- Site info before the crew arrives — gate codes, pets, parking
The inbox
Every conversation, one list.
Daybook’s inbox keeps it all in one place, newest first: each email conversation, each client’s texts, and what clients send from their own page. Mail from a client’s address is filed on that client by itself, and a client’s email that has waited two days says so on its row.
- Email, texts and messages from a client’s own page, in one list
- Mail from a client’s address files itself on that client
- “Received 2 days ago — reply?” on a client’s email nobody has answered
- Search whole conversations; star, snooze and label your email
Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.
See it on one of your real jobs.
Run your own workflow through Daybook — bring a quote, a messy email thread, or a week of scheduling.
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