Step by step
- Open Jobs & planning › Chat. Chats are on the left: Everyone at <your firm> pinned at the top, then your other chats, newest first, with unread counts.
- Use Search chats and people to find a chat or a person.
- Click a chat to open it on the right (on a phone it opens full screen; the back arrow returns to the list).
- Type in Message and press Enter (or Send). Shift+Enter makes a new line.
- To start a chat with someone, press New chat and pick a person (or find them under People in the search).
- To talk about a job, press Job chat on the job page.
The three kinds of chat
Everyone at <your firm>: the whole team. New staff join automatically and it cannot be archived.
Direct: just two people. “Only the two of you see this chat.”
Job chat: the office and the engineer assigned to the job. “Messages here stay with the job.” If the job moves to another engineer, they see this chat instead. Open job goes to the job.
Reading and sending
One tick means sent, two ticks mean read. The second tick appears by itself as soon as the others read the message; you do not need to reload.
New messages appear by themselves. If live updates fail you see “Not live: refresh to see new messages”.
Hover over a message (or tap it on a phone, or right-click) and press ⋯ (Message options) to copy, download, open a photo or delete.
Customers never see these chats.
Chat options and archive
The ⋯ button at the top right of an open chat (Chat options) shows People (or Contact info), Open job for a job chat, and Archive chat / Unarchive chat.
Archived (n) at the bottom of the list shows chats you archived and the chats of jobs that are completed, invoiced or cancelled. A job chat moves there by itself as soon as the job closes.
You can still open an archived chat and read or write in it. A new message brings the chat back to the main list.
Questions
Can I delete a message?
Yes, your own messages at any time. Owners and admins can also delete other people's. Open the message's ⋯ menu, choose Delete and confirm Delete for everyone?.
Will I know about new messages when I am on another screen?
Yes. The Chat menu item (and Chat in the phone's bottom bar) shows the unread count, and a pop-up appears inside SubClik. Press Turn on notifications under the chat list to also get desktop notifications when the tab is in the background.
Can an engineer see other engineers' job chats?
No. A job chat is only for the office and the engineer assigned to that job.
Is the chat kept?
Yes, messages are kept with the chat. Job chats stay with the job; archiving only hides a chat from your list.
What files can I send?
Photos, PDF, Word, Excel or text files, up to 25 MB.
Works together with
- Send a photo or file in chatSend a photo, PDF or document in any chat, with an optional caption, and view or delete photos in the photo viewer.
- Delete or copy a chat messageDelete your own message for everyone, or copy a message's text, from the message's ⋯ menu.
- Get notified about new chat messagesUnread counts show on the Chat menu item and in the phone's bottom bar, and a pop-up appears inside SubClik. Turn on desktop notifications to be told when SubClik is in a background tab.
- The job pageEverything about one job in one place: customer and machine, fault and work done, time, parts, readings, files, history, dispatch, charges, job sheet and the buttons to close, send back, reopen or invoice.
- Job history and notesThe History tab lists everything that happened on the job, newest first: who did it, when, and on whose behalf. Add a note for the team at any time.