First, navigate to the bottom left corner of your screen and click Inbox.

Next, you will see a whole list of your chat channels. This aggregates your Customer, Employee, and Job Inbox chat messages.

To send a new message, click the blue pencil icon located at the top-right of the Global Chat page.

To navigate to a chat, select it in the chat list, and it will open as a new window to the right.

Once you are in a chat window, you can click on the customer profile icon to open up the Customer profile.

Once you are in a chat window, you can click on the phone icon to populate the customer number into the dialer if you have VoIP.

The chevron icon will minimize or maximize the chat so it doesn’t interfere with what you are doing in Housecall Pro.

The X icon will close the chat window.

To manage your chat windows, click the More icon (three dots).

From there, you can select Close all chat windows or Minimize all chat windows.

Close all chat windows will close all the windows from Global Chat.

Minimize all chat windows will hide all the windows. You can open the chat window again by clicking on the chat window.

If you have multiple chat windows open, they will be minimized under the More icon to the right of all chat windows.

You can also filter the Global Chat Inbox to:

You also have the ability to view only your unread messages through the unread toggle.