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.

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.

SMS & Email Notification Subscribers

Overview: Each job has a "Notify on Incoming SMS / Email" setting in the Contacts section. Team members added to this list will see unread SMS and Email indicators in the jobs list for that job.

Manually Subscribe to a Job

1. Click on a job and go to the Contacts section.
2. Find the "Notify on Incoming SMS / Email" multi-select.
3. Select the team members who should be notified of new messages on this job.

Subscribed users will see the SMS and Email columns light up in the jobs list when new messages arrive on that job.

Auto-Subscribe to New Jobs

Instead of manually adding yourself to every job, you can enable automatic subscription:

1. Go to the side menu → Users.
2. Click on an employee to expand their profile.
3. Check "Notify on incoming SMS / Email on new jobs".
4. Save changes.

From now on, whenever a new job is created, that employee will automatically be added to the job's notification subscriber list. They will see unread SMS and Email indicators for all new jobs without needing to be manually selected each time.

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.

4. Choose a contact from the list of parties on the job.

5. Optionally add a message to include with the files.
6. Click "Next" and choose a delivery method (email or SMS) from the contact's available communication methods.