Team

Team is a chat for your own staff. The office and the field talk here, and customers never see it. It needs the team permissions: one to read and one to write.

The Team page

Conversations sit on the left and the chosen conversation on the right. There are three kinds:

Conversation	Who sees it
Everyone	Everyone in your company
Job thread	Anyone who can see the job. It's created when someone first posts on a job
Direct	Only the two people in it

Unread counts show beside each conversation and on the Team menu item. Messages arrive live.

Send a message

1. Pick a conversation and type in the Message box.
2. Use the image button to attach a photo.
3. Choose Send.

The sender can see who has read a message, shown under it as "Seen by" with first names. Older messages load when you choose "Earlier messages".

Start a direct message

1. Choose "New message".
2. Pick a person from "Choose a person".
3. Choose Open.

Job threads

Every job sheet has a Team block, labelled "Staff only", where you can message about that job. "Open job" in a thread jumps to the job. Job threads are the best place for site notes the customer shouldn't see, such as a gate code or a hazard that isn't on the site record.

The field app

Technicians have a Team tab in the field app. It works offline: messages are kept on the phone and send when it syncs. New messages arrive as push notifications. See the field app guide.

Activity

The Activity list on Today is a separate feed of what happened in the last 14 days: status changes, completions, payments and defects. It isn't a chat. It shows to anyone who can read jobs.

Next

• Phone agent