Mobile app: Chats

Chat with clients from wherever you are. Quickly access client messages, assign client tasks, send internal notes to colleagues, view and upload documents — all from your mobile.

Chats screen

On the Chats screen, you can see threads from all clients. Chats are arranged chronologically, and you can quickly jump to the most relevant ones and respond to urgent messages. You can also clearly see which threads have unread messages and uncompleted client tasks.

Create new chats

You can create new chat threads from the Inbox or Chats screen. Tap New chat thread, select a client, enter the details manually, or use a pre-made template from the web portal, then tap Create.

There's also an option to create a chat thread from the client account profile.

Respond to messages

Once you’ve got a new message, you’ll see a notification on the Inbox screen. Tap on the notification to open the thread and respond to the message.

You can also view a list of all chats on the Chats screen or in the client's account from the Accounts page in the Chats tab. Also, you create new threads with a concrete client directly from there. 

Threads there are sorted chronologically by the latest response. They show the subject and the number of completed client tasks on the right. Unread threads have a red badge with the number of unread messages.

Tap on a thread to open it and chat there. If Reminders are enabled, a bell icon appears next to the chat name. Tap it to view the schedule and remaining reminders.

In the thread page, you can read and write messages. Also, you can attach media to your messages: 

• Pictures from your gallery.
• Videos from Loom, YouTube, GoogleDrive or Vimeo.
• Files and photos of paper documents.

Client tasks in chats

Client tasks are checklists you provide clients with inside your chats. To add them, go to the Tasks tab from a chat thread with a client. There, you can add new tasks, check out completed ones, or delete them.

Documents in chats

One of the most powerful features of Chats is the ability to exchange documents. You can:

• Upload files from your device.
• Take a photo of the paper document. 
• Share the files that are already stored in the client portal.

Uploading and sharing files inside chats works the same way as in Documents.

Internal notes in chats

Leave internal notes for colleagues directly in the chat—clients won’t see them. Tap the icon next to the attachment icon to switch to internal notes mode (it turns orange), then type and send your message as usual.