Team chat
Your people talking to each other. A thread can hang off a job, a customer or an estimate, so the argument about whether a job needs a second technician lives on that job rather than in a group chat nobody can search in six months.
7 unread · 2 mentioning you
This is your team only. Nothing written here can reach a customer, and nothing a customer sends arrives here — calls, texts, live chat and email live in the customer inbox, which is a separate screen on purpose. A dispatcher should never be one tab away from sending a private remark to a homeowner.
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J-2026-0428On a recordRound Rock
Mini-split install, day 1 of 2.
Tommy Nguyễn7:52 AM
Started. Line set run is longer than the survey said, about 18 extra feet.
Tommy Nguyễn7:56 AM
Photo of the run before I close it up.
Line set through the soffit
Angela Mora8:55 AM
Do you need a second pair of hands for the air handler? Marcus is free after the Delgado call.
Edited 8:56 AM
Do you need a secnod pair of hands for the air handler?
Tommy Nguyễn8:58 AM
@Marcus if you finish the Delgado call early, yes. Two hours would do it.
- Marcus Reed joined the channel · 9:02 AM
Marcus Reed9:04 AM
On my way after this one. About 40 minutes.
👍2
Tommy Nguyễn10:30 AMSent offline
Extra line set added to the job. Change order is on the estimate.
- Job moved to In progress · 10:31 AM
Tommy Nguyễn10:38 AM
@Angela the customer asked about a second unit for the garage. Worth a comfort advisor visit.
Type @ to notify someonePhotos and filesWorks with no signal; sends when the van reconnects
Members (3)
- Tommy NguyễnOwner
- Angela MoraMember
- Marcus ReedMember
What you can do here
Angela Mora is Member in this channel. What follows is set by their job role, Dispatcher, and applies in every channel.
- Create a channel anyone can joinYes
- Create a private channelYes
- Invite somebodyYes
- Remove somebodyYes
- Archive a channelYes
- Delete a messageNo
- Notify everyone at onceYes
- Export the historyNo
These are your shop’s settings, not ours. An owner changes them in Settings, and they apply everywhere — a technician who cannot remove people from a channel cannot do it from the phone either.
How long this is kept
Team messages are business records. They are kept for as long as your account is open, they are in your export, and an owner can search them. A deleted message is hidden and kept for 90 days, because “who said the panel was fine” is a question that gets asked after something goes wrong, not before.