Communications

Email, SMS, in-app notifications and onboarding journeys.

Prepare HubSpot-style inbox awareness, outbound messaging, notification windows and user onboarding communication from one workspace.

Inbox strategy

Send and receive email

Phase 1: connect shared inbox and match emails to contacts/propertiesPhase 2: outbound templates, tracking and attachmentsPhase 3: AI summaries, tasks, filing and SLA reminders

Best product path: start with Microsoft Graph/Gmail for client mailboxes where possible, and support transactional providers for system notifications.

Notification windows

User delivery settings

Mia Chen12 hour window - Australia/SydneyQuiet 19:00 to 07:00 - Queue until next window
Daniel Price24 hour window - Australia/SydneyQuiet 00:00 to 00:00 - Urgent only

Inbox

Email reading queue

Clarification on fire door scopeInbound - Needs reply - 2026-05-27 15:42olivia@summitfire.example to mia@ealdorman.exampleContractor is asking whether after-hours access is allowed for fire door works.Reply with access limits and publish addendum if answer affects all tenderers.
Invoice CPG-14882 and backflow reportInbound - Unread - 2026-05-27 16:10accounts@civicplumbing.example to accounts@rlproperty.exampleSupplier sent invoice and mentions backflow report attachment.Match invoice against PO and attach report to backflow compliance item.
Request for sinking fund term deposit maturity noticeOutbound - Actioned - 2026-05-27 16:35daniel@ealdorman.example to strata@citystrata.exampleManager requested term deposit maturity notice and capital works forecast.Follow up if no response within three business days.

Templates

Notification library

Client onboarding welcomeEmail - Client admin - OnboardingWelcome to EALDORMAN - finish your workspace setupActive
Compliance due soon SMSSMS - Manager - Compliance dueEALDORMAN: {{property}} has {{item}} due on {{date}}. Open your compliance dashboard to confirm evidence or assign follow-up.Active
Tender closing reminderEmail - Contractor - Tender eventTender closing soon: {{tender}}Active
Export ready noticeEmail - Owner - Export readyYour EALDORMAN export is readyDraft

Delivery

Communication log

harper@northernfacilities.exampleEmail - Opened - 2026-05-27 09:10Welcome to EALDORMAN - finish your workspace setupLinked to org-002
Mia ChenSMS - Delivered - 2026-05-27 08:30SMS / in-app messageLinked to req-001
olivia@summitfire.exampleEmail - Sent - 2026-05-27 07:45Tender closing soon: Fire door rectification packageLinked to tender-001

User setup

Onboarding flows

Client Adminharper@northernfacilities.exampleProfile complete - Invite first contractor
Send contractor onboarding link
Contractorservice@newhvac.exampleInvite sent - Verify email
Wait for contractor to accept invite
Tenantaccounts@northbridgelegal.exampleTraining complete - Confirm notification preferences
Enable tenant maintenance portal
Ready