Discussions & Todos
Where conversations
become action
Collaborative intelligence for construction teams. Threaded discussions and smart todos deeply integrated into every job, purchase order, invoice, and work order.
The Challenge
Construction teams lose hours to scattered communication
Field Note → Lost → Forgotten → Missed Deadline
The old way doesn't work. Your communication tools need to live where the work happens.Details buried in texts and emails
Critical project information gets scattered across personal messages, inboxes, and phone calls with no central record.
Tasks fall through the cracks
Without a system tied to your actual work, action items get forgotten between the field and the office.
Context lost between teams
When conversations happen outside the system, decisions lack traceability and new team members start from scratch.
The Solution
Two systems, deeply integrated
When someone @mentions you in a discussion, you can instantly create a todo linked back to that conversation — turning talk into trackable action.
Threaded conversations attached to every job, PO, invoice, bill, schedule, and work order. @mentions, #entity links, and file attachments keep context where it belongs.
Smart task management with natural language input, priorities, recurring tasks, team visibility, automated rules, and entity linking. Not a generic checklist — it understands your business.
Rich Conversations
More than just text
Every business entity in the system has a built-in discussion thread — no more searching through emails or texts.
@Mentions
Type @ to notify any team member. They'll see it instantly — in-app, push notification, or email.
#Entity Links
Type # to reference any job, PO, invoice, or vendor. Rendered as clickable chips that jump straight to the record.
Threaded Replies
Reply to specific comments for organized conversations. No more scrolling through walls of text.
File Attachments
Drag and drop images, PDFs, spreadsheets, and documents directly into the conversation.
Never Miss a Mention
Three channels, one message
Each notification shows a color-coded badge — so you know at a glance if it's about a Job, PO, Invoice, or Work Order.
Real-time notification drawer with entity type badges. Click to navigate directly to the discussion.
When you're offline, browser push notifications bring you back. Tap to open the right record.
Fallback email with batched mentions. Direct link to the entity in every message.
Smart Tasks
Tasks that understand your business
Not a generic checklist. Todos are deeply wired into your jobs, POs, invoices, and equipment — with smart views to stay on top of everything.
Natural Language Input
Type "Call John tomorrow at 9am" or "Review metrics every Monday" — dates, times, and recurrence are parsed automatically. No forms, no clicks.
Priorities & Organization
Four priority levels (P1–P4), color-coded projects with sections, cross-project labels, and subtasks with progress tracking.
Entity Linking
Every todo can link to a Job, Purchase Order, Bill, Invoice, Work Order, or Client. Click the badge to jump straight to it.
Team Visibility
Create named groups — Sales, Field Crew, Office — and share todos with specific teams. Assign tasks to individuals with a daily dashboard widget.
Automation
Rules that create tasks for you
Set up rules that trigger on schedules or events — todos and emails are created automatically.
Pre-Pour Audit
Automatically audits tomorrow's schedule. Can hold non-compliant jobs until issues are resolved.
Payment Reminder
Creates todos for clients with completed jobs and unpaid invoices.
PO Accuracy Check
Triggers a review task every time a new purchase order is created.
Integration Spotlight
From mention to action in one click
No copying, no context switching
The todo knows where it came from. Every task traces back to the conversation and entity that created it.@Mention in Discussion
A teammate mentions you in a conversation on any entity.
Create Todo
A "Create Todo" button appears on the comment. One click creates a task due today.
Linked to Entity
The todo carries the comment as its title and a direct link back to the Job, PO, Invoice, Work Order, or Bill.
Talk less. Do more.
Discussions & Todos — built for construction teams that move fast.