Frequently asked

Quick answers. Anything else, just ask.

Do my clients need accounts?
No. Participants get a magic link via email or SMS and reply right from their inbox or phone. They never sign up for anything. The thread comes to them.
Do I need a Twilio account for SMS?
Yes — SMS is bring-your-own. You sign up for Twilio (free to create, ~$1/mo per phone number, ~$0.008 per SMS), paste your credentials into Workspace Settings, and SMS is live. We don't send SMS on a customer's behalf because US carrier rules (A2P 10DLC) require the registered sender identity to match the actual business sending the messages. BYO keeps you compliant and means you only pay for what you send. Don't want SMS at all? Skip it — email works on every plan.
Do I need to set up email too?
No — outbound email works out of the box on the platform default. If you want emails to come from your own domain (e.g. hello@youragency.com), add your SMTP credentials in Workspace Settings. You can even override per-project so each project sends from its own address (e.g. 123main@youragency.com) — useful for transaction coordinators and white-label use.
How do email replies get back into the right thread?
Optional inbound IMAP. Add an inbox in Workspace Settings (Gmail, Office 365, anything IMAP-capable) — replies to participant invites and post notifications get polled and routed back to the right project automatically. Without it, replies still arrive in your normal inbox; they just don't auto-thread.
Can I white-label the product?
Yes, on the Agency plan. Your brand name, logo, accent color, and support email replace ours everywhere — the app shell, outbound emails, the magic-link landing page. One config file, applies everywhere.
What integrations do you support?
Webhooks both ways — outbound to any URL (Zapier, Pabbly, Make, custom servers), inbound from any source (Trello, Elementor, WordPress forms, anything that can POST). Pre-built presets for the common ones; "listen 60s" auto-detects field names from any source.
How do I pause or cancel?
Cancel from your billing page and the subscription ends at the close of your current cycle — no contracts, no retention call. You keep read access to every project; posting and reminders pause until you re-activate from your profile.
Can I export my data?
Yes — every project exports as a ZIP containing structured JSON, a flat CSV, a printable HTML timeline, and every uploaded attachment. One click from Project Settings.
What gets backed up, and where does it go?
Every night, your workspace's data — posts, checklists, attachments, settings, audit log — ZIPs and uploads to a Thredlink Backups/ folder in your own connected Google Drive. You can read or restore from any night yourself; no support ticket needed. Workspaces without Drive connected get the same backup on our server until they connect.
What happens to iPhone HEIC photos?
Auto-converted to JPEG in the browser before they ever upload. Your team's Windows, Android, and older-browser viewers never see a broken thumbnail. No app installs, no "I'll send it from my laptop" delays.
How much file storage do I get?
Every workspace starts with 10 GB included on every plan — no per-GB add-ons, no overage charges. Need more? Connect your own free Google Drive in Workspace Settings and every future upload lands in your cloud instead, not ours. Typical project workspaces fill 10 GB in months 12–18; most teams connect Drive around the 6 GB mark. Google's free Drive tier is 15 GB shared across your Google account; pay them for more if you outgrow it.
Do you read my files?
No. The 10 GB included tier sits on our infrastructure for convenience — we store the bytes but never read them or index their contents. When you connect your own Google Drive, files land directly in your folder and our servers never persist them at all. When a teammate or participant fetches a file, we proxy that single fetch through an authorization-checked handler (so we can enforce who's allowed to view it), but we don't cache it long-term.
Can I attach files to individual checklist items?
Yes. Open the Checklist drawer on any project, click + Attach on any item, upload or paste a URL. Each file can be renamed inline — a file called survey-final-v3.pdf can show up as just "Survey" so the team sees the meaning, not the filename mess.
Can I delete a whole checklist?
Yes — Delete checklist in the Checklist drawer header removes all items and their attachments. The audit log keeps a record of who deleted what, so it's recoverable from our end if needed.
What about photos taken on-site? Will GPS be exposed?
No. Photo EXIF metadata — including GPS coordinates, camera make/model, and original timestamps — is stripped in the browser before upload by default. If your workflow needs the metadata (surveying, mapping, on-site verification), a workspace owner can toggle it back on in Workspace Settings.
Can I cancel anytime?
Yes. No annual contract, no cancel-fee. Your data stays available for export through your retention window.
Is my data secure?
HTTPS everywhere. Two-factor authentication. CSRF protection on every form. Magic links are single-use tokens with configurable expiry. Sessions are server-stored, never in JWTs. Read the security page for details.
Can I use my own domain?
On the Agency plan, yes — point a CNAME at us and you're live. Reach out via contact for the setup details.
What if I have more than 5 workspaces?
Reach out about Enterprise. We size to fit; no shrink-wrap rules.
Can I run Thredlink on my own dedicated server?
Yes — that's the Brokerage tier. We deploy, brand, and manage an instance just for your firm: your domain, your colors, unlimited users on it, monthly health review. Common for 30+ agent brokerages, mid-size GC firms, and property-management groups. See pricing or talk to us.