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Chats

Chats opens the messaging experience connected to SRVZr. Choose the intended conversation and review its participants before sending a message or attachment.

Communicate about work​

  1. Find or start the conversation using the available messaging controls.
  2. Confirm the recipient or group and the business context.
  3. Review the message and attachments, then send.
  4. Put confirmed scheduling, pricing, and status changes in the related work record.

A conversation can contain private customer information. Share it only with the people responsible for that work. Messages about a job do not replace the job's status or payment record.

Related guides: Requests, Customers, and Mail.