Chat

Use Chat for quick coordination that doesn’t need to become part of a work-order record — for example, checking whether a part arrived, asking someone to look at an area, or coordinating a crew.

Choose the right place for the message

Chat is for coordination. Work-order comments are for job history others may need later. Internal notes are for staff-only information that should stay with the work record.

Start a conversation

1. Open Chat.
2. Select New chat.
3. Search for and select the people you want to include.
4. Select Start chat.

Choose one person for a direct conversation. Choose two or more people for a group; when you do, give the group a useful name such as HVAC crew or Weekend coverage.

Send a message or attachment

Type your message and press Enter to send. Use Shift+Enter for a new line.

You can also use the attachment controls to share a file or take a photo. Images appear in the conversation; other attachments can be opened from their file link.

Chat versus the work order

Use	Best for
Chat	Quick questions, coordination, crew communication
Work-order comment	Updates someone reviewing the job later should see
Internal note	Staff-only operational knowledge tied to the job or asset

Do not leave important job history only in chat

If a decision, condition, delay, repair detail, or instruction matters to the permanent maintenance record, copy or record it on the work order.

Unread messages

Threads with unread activity show a count, and the Chat item in the sidebar shows your total unread messages. Opening a conversation marks it read.

Messages arrive without requiring a manual page refresh.

For assignment, approval, mention, and work-order alerts, see Notifications. For work-order documentation choices, see Checklists, comments, and notes.