How to chat with the crew and the client and record agreements

Who it's for: the whole project team and the investor.

What you'll do: post on the team channel, open a room on a specific topic or a 1:1 conversation, call someone with a mention and record an agreement confirmed by the other side.

Before you start

• Conversations are on every plan.
• Every project has a team channel: managers, foremen and contractors. The investor doesn't see it. You talk to the investor in a separate room.

Steps

1. Write a message

1. Go to Conversations and choose the team channel or an existing conversation.
2. Type @ and a name to call a specific person.
3. Attach photos and documents.
4. You can edit or delete your message within 15 minutes of sending it. After that it stays as it was.

2. Open a room or a 1:1 conversation

1. Click New conversation.
2. Choose New room, give it a topic and pick people from the project. You can add the investor or a guest from another company project.
3. Or choose 1:1 conversation and a person from the list grouped by project.
4. Add more people later with Add people.

3. Record an agreement

1. On a message, choose Record agreement. That part of the conversation is frozen with who wrote what and when.
2. Add what was agreed and ask the other side to confirm.
3. The other side clicks I confirm.
4. The agreement goes into the site journal with the quote. Later edits of the message don't change it. All the project's agreements are in the Agreements tab.

What happens next

• Every issue has its own conversation. Photos and agreements stay with the report. See How to report and resolve a construction issue.
• A new message, mention or confirmation request arrives as a push notification, even with the app closed. In the notification settings you choose what comes by push, by e-mail or in the morning summary.
• If you work with several companies, conversations from all of them are on one list.

Troubleshooting

• The investor doesn't see the message. The team channel excludes the investor. Write to them in a room they were added to.
• Notifications don't arrive on iPhone. On iOS 16.4 and newer, push works after adding the app to the Home Screen. See How to install the app on your phone.
• I can't edit a message. More than 15 minutes have passed since you sent it.