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Team Chat

Collaborate with your team in real-time

What is Team Chat?
Built-in messaging for your team

Team chat allows you to:

  • Communicate with team members without leaving the app
  • Discuss invoices, quotes, and clients
  • Ask questions and get quick answers
  • Coordinate on projects and tasks
Accessing Team Chat

All team members (Owner, Admin, Member) can access team chat:

  1. Click Team in the sidebar
  2. Select Chat
  3. Start messaging your team!
Sending Messages
  1. Type your message in the input field at the bottom
  2. Press Enter or click the send button
  3. Your message appears instantly for all team members

Tip: Use Shift + Enter to add a new line without sending the message.

Chat Features

✓ Real-Time Messaging

Messages appear instantly without refreshing the page

✓ Message History

Scroll up to view previous conversations

✓ Team-Wide Visibility

All team members can see the conversation

✓ Timestamps

Each message shows when it was sent

Best Use Cases

💬 Quick Questions

"Can someone review Invoice INV-1023 before I send it?"

📢 Announcements

"We've updated our quote prefix to match the new brand guidelines"

🤝 Coordination

"I'm creating quotes for the new project, can you handle the follow-up invoices?"

⚠️ Urgent Updates

"Client XYZ just paid! I'm marking the invoice as paid now."

Chat Etiquette

✓ Be Professional

Keep conversations work-related and respectful

✓ Stay On Topic

Focus on invoices, quotes, clients, and business operations

✓ Provide Context

Include invoice numbers or client names when referencing them

✓ Check Regularly

Visit the chat daily to stay updated on team communications

Limitations & Notes
  • Chat is team-wide (no private messages between individuals)
  • All team members see all messages
  • Messages cannot be edited after sending
  • No file attachments (use invoice/quote notes instead)
  • No notifications outside the app (check chat regularly)
When to Use Email Instead

Use email for:

  • Formal communication with clients
  • Sending invoices and quotes to customers
  • Important announcements that need a paper trail
  • External stakeholders outside your team

Team chat is for internal team coordination only.

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