Communication
Learn how to send email and portal messages, connect communication to the correct property or tenancy, review contact history and keep conversations organised inside Estavo.
Send a message to a tenant
Start by selecting the correct tenant and tenancy, choosing the delivery method and writing a clear message that will be retained in the communication history.
Keep every conversation connected
Use these guides to send messages, review replies, manage contact details and maintain a clear property communication record.
Send a message to a tenant
Select the tenant, choose email or portal delivery and send a recorded message.
› 02Send a property or tenancy message
Connect communication to the relevant property, tenancy or operational record.
› 03Add an attachment to a message
Select a suitable document, review its contents and include it with the message.
› 04Review a conversation
View sent messages, tenant replies, attachments and related communication activity.
› 05Reply to a tenant message
Open the conversation, review the context and send a reply within the existing thread.
› 06Search communication history
Find previous messages using the tenant, property, subject, date or communication type.
› 07Update tenant contact details
Correct an email address or telephone number before sending future communication.
› 08Review a failed or undelivered message
Check delivery status, correct the recipient details and resend where appropriate.
› 09Archive a conversation
Remove completed communication threads from active views while retaining their history.
›Follow a clear communication workflow
Every message should be connected to the correct recipient and property context before it is sent.
Select
Choose the correct tenant, property and tenancy.
Review
Confirm contact details and previous conversation.
Write
Add a clear subject and factual message.
Send
Choose email or portal delivery and send.
Track
Review delivery, replies and communication history.
Keep messages accurate and organised
Review the recipient, connected record, message contents and delivery status before treating communication as complete.
Recipient checks
Confirm the correct tenant, email address and tenancy before sending.
Property connection
Link messages to the property or tenancy they relate to.
Email delivery
Send messages using the tenant’s stored email address.
Portal messaging
Keep suitable tenant communication available inside the Tenant Portal.
Attachments
Attach appropriate stored documents after reviewing their contents.
Communication history
Review messages, replies, attachments and delivery activity in one record.
Review important communication before sending
Estavo records and delivers messages using the information held in the account. It does not independently confirm that the recipient details, wording, notice period, attachment or delivery method are legally sufficient for a particular purpose.
Need help with messages or delivery?
Review the frequently asked questions or contact Estavo support if a message fails, a tenant cannot access a portal conversation or communication is linked to the wrong record.