Chat: customers and your crew in one inbox
The Chat tab holds customer texts and email replies, threaded per customer, plus team chats and a whole-team thread.
Chat is one inbox for everything that comes back to you: a customer replying to a quote text, an email reply to an invoice, and your crew talking about today’s jobs. Every customer thread shows the quote, invoice or job it’s about.
The Chat tab
The bottom bar has a Chat tab. Customers lists every customer who has texted or emailed back — tap one to see the whole conversation with the quote, invoice or job attached, and reply from there. Team holds your group chats, 1:1s and an automatic Whole team thread.
Replies to a customer go out as SMS when they texted, or email when they emailed — in your business name. Only the crew on that job is notified when a customer replies.
Other ways the crew stays in the loop
- Job card notes: put anything the next person needs to know in the Notes section of the job.
- Site photos: add photos to the job card so everyone sees the same thing.
- Booking notifications: when you book someone onto a job or move its time, they get a notification automatically.
- Checklist: list the steps on the job card so nothing gets missed.
Talking to the customer
On the job card, the Customer section has buttons to call or text the customer from your phone. When you tap Start job, you can also send them an on-my-way text.