First, navigate to the right rail and click the Inbox icon.

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 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 directly in the right panel.

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's number into the dialer if you have VoIP.

The pop-out icon will move the chat into a chat window in the bottom right corner of your screen.

In a chat that has been popped out, the arrow 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.

Within a chat window, you will be able to hover over the chat to take action on an individual message:

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.

Mark all as read will mark all of your messages as read.

You can also filter the Global Chat Inbox to:

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

If you have multiple chat windows open, they will minimize under a More icon