Email Sync

Email Sync keeps the conversation on the record.

Every email reply about a snag or defect stays on the record, visible to your team, your contractors and your clients.

Client replies to a thread with the site manager copied in, the reply is matched to the right record on Plot 14, the conversation lives on the record, users reply without leaving Ubrix, and the Email Sync inbox tracks unread replies.
Aftercare team on a call

Every reply, on the record.

Reply all splits the thread and the record shows none of it. Email Sync keeps every reply on the snag or defect, visible to your team.

How it works

One conversation per record, seen by everyone on it.

01

Replies join the record

Inbound email joins the existing snag or defect. Threading holds up on reply-all, the triage queue does not grow a duplicate, and the conversation shows on the record in order.

02

Reply without leaving Ubrix

Compose from the record, keep everyone on the chain by default, and lean on response templates for the common scenarios. Acknowledgements and acceptance replies go out automatically.

03

One inbox for every reply

The Email Sync inbox in the header lists records with unread replies, separate from general notifications, so nothing waiting on the aftercare team sits buried.

Built for

Aftercare and customer care teams, site managers, and principal contractors delivering for a client who wants full visibility on every reply.

Email Sync, frequently asked.

Does a reply create a duplicate record?

No. Threading runs on the tokenised reply address first, then Message-ID, In-Reply-To and References headers, then a conservative subject fallback. A reply joins the existing snag or defect, and Smart Triage does not re-analyse the message.

Can we reply from Ubrix without opening our mail client?

Yes. Users compose the reply on the record. Everyone on the chain stays on it by default, each recipient can be removed and additional addresses can be added before sending. Response templates cover the common scenarios.

Who can see the conversation?

Everyone with access to the record. The conversation shows on the snag list, defect and plot pages in order, so aftercare, site managers and any contractor working on the plot all see the same thread at the same time.

Does this work with the mail clients we already use?

Yes. Email Sync works with any mail client. There is no Outlook plugin, no mail server configuration on your side and no change to how anyone composes an email.

See one thread on one record, seen by everyone.

A quick walkthrough of Email Sync on a live plot record.