Use Team Chat

Communicate with teammates in channels and direct messages, use typing indicators, and keep job conversations connected to the work.

Written by Noah BrooksUpdated today2 min readBeginner

What this guide covers

Team Chat gives your company a shared place for internal messages. Use it for operational questions, quick updates, and conversations that should stay near the work your team is doing.

Open it from Inbox and select the Chats tab — your channels and direct messages live alongside customer emails and requests, and the conversation opens right in the reading pane.

Start with channels

Channels are useful for recurring groups such as dispatch, service, office, or managers.

In a channel, you can:

send messages to the group
read updates from teammates
see typing activity when teammates are composing
pin or react to important messages when available
attach files with the paperclip button or by dragging files into the open chat
return later to review conversation history

Use clear channel names so new teammates know where to ask questions.

Use direct messages carefully

Direct messages are best for one-to-one or small-group coordination. Keep decisions that affect a job, quote, invoice, or customer record linked back to the relevant work when possible.

Keep messages useful

Good team-chat messages include:

the job, customer, or property name
the action needed
a deadline or priority
photos or files when helpful
the teammate who owns the next step

Attach files

You can attach files to a Team Chat message by clicking the paperclip button in the composer or by dragging files from your desktop into the open chat pane. Dropped files are added to the same attachment queue as picked files, so you can review upload progress, remove a file, and then send the message when the uploads finish.

Team Chat supports common work files such as images, videos, audio clips, PDFs, documents, and spreadsheets. If a file type is blocked or too large, the composer shows an upload error before the message is sent.

Refresh behavior

Team Chat updates automatically while you are connected. If your network blocks the live connection or your browser was asleep, refocus the tab or refresh the page.

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