# Email or text a client from a work record

> How the Messages tab of a work record lists every email and text about it, what a message can carry, and how a text conversation is linked to the record.

Source: https://support.billingmart.com/jobs/messages-from-a-record
Updated: 2026-10-26 · Applies to: Web · Section: Jobs

You can email or text a work record's client about the record. Every message is kept on the record, on its **Messages** tab. The console calls work records Jobs. Your workspace may use its own word, such as Matters for a law firm or Policies for an insurance agency. A contractor might text a homeowner that the crew arrives at 8. A law firm might email a client the hearing date.

## What a message can be

![The New message drawer, with Email and Text.](https://support.billingmart.com/jobs/img/record-new-message.png)

- **To.** One of the record's client's contacts: an email address for an email, a phone number for a text. A record with no client cannot send a message.
- **Email.** A subject of up to 200 characters and a plain-text body. With any links added, the body takes up to 1,600 characters.
- **Text.** Up to 320 characters, links included.
- **Links.** A message can carry links to the record's sent invoices that have a live pay link. It can also carry the record's client view link, but only while the record has a live one. BillingMart adds these links itself. A message whose links would not fit is refused, not cut.

## Confirmed and unconfirmed contacts

An email from a record can go to an address the client has not confirmed yet, as long as mail to it has not bounced. When the record has a live client view link, that email carries a personal link to it. The page first names your business and the record, with one **View** button and a note that opening it lets your business know the email reached them. Pressing **View** confirms the address and opens the record's client view. Opening the email or the page alone confirms nothing. The link opens only this record's client view. Without a live client view link, the email carries no personal link.

A text follows the usual rules for texts, including the client's consent to receive them.

## The Messages tab

![The Messages tab of a record.](https://support.billingmart.com/jobs/img/record-messages.png)

The tab lists every email and text sent from the record, newest first. It also lists the texts of a conversation linked to the record, so a client's replies by text show here as "From" and the client's name. Each message shows its subject, or the first line of a text. Select **Show more** to read the rest.

Each message you send shows its status:

- **Queued**
- **Sent**
- **Sent, unconfirmed address**
- **Delivered**
- **Failed**
- **Blocked**

Filter the list with **All**, **Email** or **Text**. A record with no messages yet says so. If the list does not load, select **Try again**.

The record's **Activity** tab also lists each message under its **Messages** filter, such as "Message sent" or "Message received".

## Link a text conversation

When the record's client has a text conversation that is not linked to any record, the tab offers it. Select **Link it to this job**, using your workspace's word for a record. You see "Conversation linked." The conversation's texts are then filed under this record.

- A conversation is linked to one record at a time. Linking it to another record moves it.
- A conversation with another client cannot be linked.
- Linking does not give consent to texts and does not confirm the phone number.

## Who can send

Staff, admins and owners can send messages and link conversations. Viewers can read the tab. A connected agent can only ask to send a message. Nothing is sent until a person approves the request. See [Verified contacts and why a send is blocked](https://support.billingmart.com/clients/verified-contacts.md) for why a message can be blocked.