Digitalnatie Mailbox
The Digitalnatie Mailbox is an email messaging tool built into your management workspace. It centralizes correspondence with your customers and automatically links it to the relevant customer records and service orders.
When to use it: as soon as a customer writes to you (a job request, a question about a file, follow-up on an appointment), handle the email from the Mailbox rather than in an external mail client. This way you keep the full history in one place, visible to the entire team.
Main features
Section titled “Main features”| Feature | Description |
|---|---|
| Inbox | All customer emails arrive in the same place |
| Linking | An email is linked to a customer / service order |
| Conversation thread | Complete, chronological history of the correspondence |
| Reply | Reply directly from the platform |
| Conversion | Turn an email into a service order |
Read and reply
Section titled “Read and reply”Goal: review a customer message and reply to it without leaving the platform, while keeping the exchange in the right file.
- Open the Mailbox, then the Inbox.
- Click a message to display the full conversation thread.
- Read through the history of the correspondence, then write your reply directly from the platform.
- Save and send: the exchange stays linked to the customer file.
Expected result: your reply goes out to the customer and the conversation thread updates. The entire exchange remains accessible from the customer record and, where applicable, from the associated service order.
Link an email to a customer or a service order
Section titled “Link an email to a customer or a service order”Most emails are automatically linked to the right customer thanks to their address. When a message arrives without a clear link, you can connect it manually:
- Open the message in the Inbox.
- Choose the relevant customer to link the email to their record.
- If the exchange concerns a job, associate it with the corresponding service order.
Expected result: the email now appears in the history of the customer and the service order, accessible to the entire team.
From email to service order
Section titled “From email to service order”An incoming email can be turned into a service order in one click, without re-entering the customer’s information. This is handy when a job request arrives by email: you create the service order directly from the message, and the exchange stays linked to the new file.
The full flow is described in Email → service order.