How to Use the Global Chat Feature
This feature is currently in Alpha and is not yet available to all Pros.
To access and manage your Chat messages:
First, navigate to the bottom left corner of your screen and click 'Inbox.'
Please Note: You can find this Global Chat feature on every page except for your Inbox Chat pages (Customers, Employees, Job Inbox, and All Comms).
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, you can click the More icon and you will be able to 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 a More icon.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.