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Home / Features / Contextual Survey Conversations

Available in the web platform

Contextual Survey Conversations

A message such as “look at this photo” loses meaning when its reference is missing.

Workflow illustration
  1. 01Choose the detail
  2. 02Write the message
  3. 03Send deliberately

Client & survey

Who it was designed for

Authorized clients, technicians and administrators discussing survey evidence.

Existing role, company and channel permissions apply. Clients do not gain access to undelivered report details.

What it does

Use the top Communication tab to keep job conversations close to the survey. Start a comment from a measurement, checklist item or photograph so your message includes a reference to the detail being discussed. Use arrow keys, Home or End to switch between Job details and Communication. Skip to content keeps your active tab and existing drafts in place.

Existing role and channel permissions apply. You review and send the message; client report details remain restricted until delivery.

How it fits your workflow

STEP 1

Choose the detail

Open the comment action on an item, measurement or photograph.

STEP 2

Write the message

Review the reference in the Communication composer.

STEP 3

Send deliberately

Send through an existing authorized job channel.

Illustrated workflow. These cards explain the process; they are not screenshots of a customer project.

The practical value

A labeled item, measurement or photograph reference keeps the discussion close to the evidence. The person still reviews and sends the message through an authorized channel.

A concrete use case

A reviewer opens a comment from a panel photograph. The composer carries a reference to that photograph so the recipient can see the detail being discussed.

Requirements and limits

The comment action prepares context; it does not send a message automatically.

Switching between Job details and Communication retains the existing draft.

Explore related workflows

See how contextual survey conversations fits your team

Bring your current workflow and the handoff that needs attention. We can discuss the available feature, appropriate access and relevant survey services.

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Book a 15-min call