Communication

Create a Chatroom

Overview: Chatrooms are where users communicate with each other. A job can have as many chat rooms as needed.

  1. Click on the job you wish to add a chatroom to.
  2. Click on the Chats tab.
  3. Click "Add ChatRoom".
  4. Add a name for the chat. This name will be visible to all participants.
Add Chat

Get In-App Notifications for Unread Chats

  1. Click on the job.
  2. Go to the Chats section.
  3. Click on your chat.
  4. In the dropdown, click on employee names you wish to receive in-app notifications.
Chat Notifications

Send Media to Contacts

Overview: You can send photos directly to contacts on a job via email or SMS. The system generates secure share links for each file.

  1. Click on a job and go to the Media tab.
  2. Select one or more photos using the checkboxes.
  3. Click the "Send" button.
Select Media to Send
  1. Choose a contact from the list of parties on the job.
Select Contact
  1. Optionally add a message to include with the files.
  2. Click "Next" and choose a delivery method (email or SMS) from the contact's available communication methods.
Choose Send Method