Keep the conversation attached to the job.
Use project messages to preserve decisions, questions, access details, progress, and next steps with the work they affect.
Direct answer
A useful project message gives both sides context: what happened, which part of the job it affects, whether a decision is needed, and what the next step is.
Four phases
How the workflow works.
- 01
Message from the job
Keep the project identity and current stage attached instead of relying on an unsearchable personal text thread.
- 02
Name the issue
State whether the message concerns access, schedule, scope, selection, a field condition, approval, payment, or closeout.
- 03
Make the request explicit
If a response or decision is needed, identify exactly what the customer or contractor must confirm.
- 04
Convert decisions into records
Move material scope, schedule, or payment changes into the proper approval record rather than leaving them only in chat.
What stays in the record
- Project messages
- Photos and attachments
- Decision requests
- Linked change or milestone records
Related workflows
Take the workflow into your next job.
The operating details live in Completa Pro.