Access tagged Field Mobile App conversations instantly from @mention email notifications

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This new feature delivers one-tap navigation from @mention email notifications directly to the exact conversation and message in the Field Mobile App.

Email notification about a new mention in a project chat for permit application.

What's new?

Before, getting tagged in a message thread meant receiving an email notification with no direct path to the message. To respond, technicians had to open the Field Mobile App, navigate to the relevant job or project, and search for the specific thread.

Now, @mention emails include a deep link that opens the Field Mobile App and goes directly to the tagged conversation and message. The feature also handles app installation and login states, so team members land in the right place no matter how they access the app.

Note: The Messaging feature in the Field Mobile App is currently in Private Preview and has limited availability. If you're interested in testing out this new feature, please reach out to your CSM (through the office).

Resources

Before and After

Before (Current)

  1. A dispatcher tags a technician in a message thread on a job to share a last-minute access code.

  2. The technician receives an email notification.

  3. The technician opens the Field Mobile App manually.

  4. The technician goes to the job and searches the message thread to find the message.

  5. The technician reviews the access code and replies.

Impact: The technician spends extra time locating the message, which can delay arrival or cause critical job information to be missed before reaching the site.

After

  1. A dispatcher tags a technician in a message thread on a job to share a last-minute access code.

  2. The technician receives an email notification with a deep link.

  3. The technician taps the link in the email.

  4. The Field Mobile App opens directly to the tagged message.

  5. The technician reviews the access code and replies without searching.

Impact: The technician sees the message immediately and responds faster, keeping the job on track and reducing back-and-forth communication.

Who uses this feature

  • All business types

  • Technicians

  • Region availability: All regions

 


How it works for your industry

Residential Service and Replacement

  • A HVAC technician is @mentioned in a message thread about equipment history at a service location. They tap the email link and open directly to that message in the Field Mobile App before arriving on-site.

  • A plumbing technician is tagged in a conversation about a parts delay on their job. Instead of navigating to the job manually, they tap the email link and view the message right away so they can adjust their schedule.

  • A dispatcher tags a technician about a last-minute scope change before arrival. The technician taps the link in the email and replies directly from the Field Mobile App without switching between tools.

Commercial Service and Replacement

  • A commercial HVAC technician is @mentioned in a thread reviewing preventive maintenance notes before a multi-unit inspection. Tapping the email link opens the Field Mobile App directly to the PM discussion without manual navigation.

  • A service manager tags a technician about a warranty coverage question on a commercial refrigeration job. The technician taps the email link and responds immediately from the Field Mobile App.

  • A dispatcher tags a technician in a project-level message thread to confirm a site access code. The technician opens directly to that message in the Field Mobile App and confirms without delay.

Residential Construction

  • A project manager tags a technician in a message thread about an inspection on a residential build. The technician taps the email link and views the conversation immediately in the Field Mobile App.

  • A technician is @mentioned in a conversation about a change order on a job. They tap the link to review the revised scope and confirm from the Field Mobile App.

  • An office team member tags a field technician about new permit requirements for a job. The technician taps the email link and finds the conversation immediately without opening the app manually.

Commercial Construction

  • A technician is @mentioned in a message thread about material staging for the next day's work on a large commercial build. They tap the email link and open directly to that message in the Field Mobile App.

  • A project manager @mentions a technician about a punch list item that needs same-day attention. The technician taps the link in the email notification and responds directly from the Field Mobile App.

  • A field technician is tagged in a thread about a structural inspection sign-off. They navigate to the conversation with one tap from the notification email, keeping the project on schedule.

How to Prepare?

  1. Have an administrator reach out to Support or their Customer Success Manager (CSM) to have Field Mobile App Messaging feature enabled.

  2. Confirm that technicians and team members who use messaging have the Field Mobile App installed on their mobile devices and are logged into the Field Mobile App.
    Note: If they're not signed into the Field Mobile App, technicians may have to re-authenticate and manually locate the conversation after clicking the email link.

  3. Train team members to use @mention tags in conversations when they need a specific person to respond—this is the action that triggers the email deep link.

  4. Identify workflows where real-time communication is most critical—such as last-minute dispatch updates, change orders, or job site notes—and encourage teams to use message threads to keep those conversations centralized.