Team chat & @mentions
Direct messages
Open the chat bubble in the corner of the app to message your team. Tap New conversation, search for a teammate by name, and start a one-on-one chat. Conversations are listed with the most recent on top, each showing the person, their role, the last message, and an unread dot.
The chat panel goes with you across the app, so you can keep a conversation going while you work.
Group chats
In New conversation, tap Group to switch the list into multi-select. Give the group a name, pick at least two teammates, and tap Create group. Groups show up in your conversation list with a people icon and the member count.
Anyone in a group can rename it, add more people, or leave, using the buttons in the conversation header. Someone added later starts at the beginning of the thread, so they can read what they were brought into. Leaving takes the group out of your list and cuts off your access — the conversation stays for everyone else.
A group is always its own room. Two groups with the same members are two different conversations, and a group that shrinks to two people stays a group rather than turning into a DM.
Sending files
Tap the paperclip to attach images or files, or paste a screenshot straight into the message box. Uploads start immediately, so the message is ready to send by the time you finish typing. A message can be files alone — no text needed.
Images and PDFs show as thumbnails you can tap to view full size; everything else appears as a download tile with the original filename.
Files sent in team chat stay in the conversation. They do not appear in the asset library, which is reserved for work product attached to a customer or a job. Attach a proof to the job’s comments if you want it filed against the job.
@mentions
Type @ in a message to tag something. The picker searches four kinds of
things in your shop, and what it matches on matters:
| Type | Matched on | Also shown |
|---|---|---|
| People | Name | Their role |
| Jobs | Job name | The invoice number |
| Invoices | Invoice number or title | The title |
| Customers | Name | Company, or email |
Pick one and it drops into your message as a tappable chip. When your teammate taps it, it takes them straight to that job, invoice, customer, or person, no hunting. “Can you check @INV-0042?” becomes a link, not a scavenger hunt.
A job’s invoice number is displayed under its name but is not searched.
Typing @INV-0042 finds the invoice, not the job attached to it. Search
jobs by their name. The same goes for customers: the company is displayed but
only the customer name is matched.
Tagging only works when you pick from the @ picker. Typing a name by hand
doesn’t create a link, choose it from the list so it becomes a real,
clickable reference.