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Task Chat

Every task in itsTrack has its own chat thread. All communication about that job stays in one place — no lost messages in personal WhatsApp or email.

Why task chat?

When a worker is on site and something is unclear, they need a fast answer. Task chat keeps all messages tied to the specific job.

  • Office staff can clarify instructions
  • Other workers can share tips if they serviced the same machine before
  • Managers can follow the conversation without interrupting by phone

How it works

  1. Open any task.
  2. Go to the Chat tab.
  3. Type a message and send.

Messages appear instantly for everyone with access to that task. No page refresh needed — chat is real-time.

What makes it different from regular chat apps

Regular chat appitsTrack task chat
Messages scattered across appsAll messages linked to one job
Hard to find history laterFull chat history in the job record
No link to client or machineContext: client, location, machine visible
Not part of reportsChat can be referenced in job documentation

Who can see task chat?

Access follows your role settings:

  • Assigned workers — full read and write
  • Managers and admins — full read and write on all tasks
  • Other workers — only if they have access to that task or group

Clients do not see internal task chat. For client communication, use Magic Links.

Best practices

  • Use chat for quick questions during active jobs
  • Put important decisions in a note on the task too — notes appear in PDF reports
  • Do not use chat for urgent safety issues — call directly
info

Task chat is for your internal team. Keep client-facing communication professional and use Magic Links when you need client approval.

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