Setup
Team chat — one on one, groups, photos and videos
iPhone app → Chat tab, or office web page → Chat.
Start a chat
- New Chat → tap a person for a one-on-one (there's only ever one chat per pair), or name a group and check who's in it (Everyone checks the whole team).
- Type and tap send (Enter sends on the computer; Shift+Enter for a new line).
- Tap the photo button to send photos or videos (up to 10 at a time; videos up to 300 MB). Photos are shrunk before they go up.
Unread and notifications
- An orange dot marks chats with something new; the Chat tab shows how many.
- On the computer, Turn on alerts lets the browser pop up a notice when the Preflight tab is in the background.
- iPhone notifications when the app is closed need Apple push turned on for Preflight (Preflight sets this up once for everyone).
Groups
- Whoever started a group — or an owner, admin, office person or supervisor — can rename it, add or remove people, or archive it. Archived groups keep everything and are read only.
What's kept
- Messages, photos and videos are never edited or deleted — the chat is the record, like a work log.
- Only the people in a chat can read it. Not Preflight support, and not the owner unless they're in it.
- Removing someone from the team ends their access to every chat.
- Photos and videos count toward your company's storage; owners and admins see the total at the bottom of Settings on the office web page.
More in Setup
Start here: setup checklistCreate your company accountApp Lock and Face IDCompany profile and logoYour account: name, password, email, deleteManaging your team on the office web pageServices offeredThe office web pageRate sets: standard and contract ratesPrice one surface the same as anotherSquare-foot pricing: bands or tiersService minimumStairs pricingUpholstery pricingAdd-ons and extra chargesPayment terms and card feesSales tax by stateTravel and mileageBranches, franchises and state licensesProposal wordingLead sourcesPromo codes and employee perk codesBluetooth laser measuresW-9 and insurance certificate for commercial customersPrice sheets to print or exportConnect QuickBooks OnlineEmails when a customer answersWebhooks — send data to Zapier, Make or your CRMInvite your team and choose rolesPrice changes on site — as needed, within a limit, or lockedPermission to scan and photographRequired before sending ("stupid proofing")Screenshots, the security log, and people who leaveTraining coursesCondition charges — wool, woven, soil, petsWalls, countertops and bathroom fixturesPlan & BillingBooking accepted proposals in ZRWare (Zerorez)Export customers to a spreadsheetAutomatic follow-ups on proposalsOnline booking, deposits and cancellationsBring your customers in from QuickBooksBring customers in from a spreadsheetPayments — use your own processorWhat you do — setting up your servicesDepartmentsLate fees on overdue invoicesRefunds — card payments and QuickBooksReports and sharingSwitching companiesMonthly goals