Team chat allows you to:
- Communicate with team members without leaving the app
- Discuss invoices, quotes, and clients
- Ask questions and get quick answers
- Type your message in the input field at the bottom
- Press Enter or click the send button
- Your message appears instantly for all team members
Tip: Use Shift + Enter to add a new line without sending the message.
✓ 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
💬 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 a new client, can you handle the follow-up invoices?"
⚠️ Urgent Updates
"Client XYZ just paid! I'm marking the invoice as paid now."
✓ 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
- 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)
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.