Communication
Messages
In-app team and customer messaging. Start by click Messages in the sidebar to see your unified inbox, team channels and customer threads.
What it does
Messages is the built-in communication hub for Omni Field, combining team chat, customer messaging, and (when WhatsApp is connected) inbound customer conversations in one unified inbox. Job-linked conversations keep all relevant context in one place, eliminating the need to hunt through personal phones for conversations about a specific job.
When to use it
Any business where team communication or customer updates currently happen across WhatsApp, SMS, and email in an uncoordinated way, and where important context about jobs is being lost in personal message threads.
Steps
- Click Messages in the sidebar to see your unified inbox, team channels and customer threads
- Start a direct message or group channel for a project, location, or team
- Open any job and use the Job Messages tab to send a context-linked message to the assigned tech
- Connect WhatsApp in Settings → Integrations to handle inbound customer messages here too
About 5 minutes.
What it solves
Eliminates the problem of critical job information living on a technician's personal phone rather than in the shared system. When a team member is sick, no one should be unable to find what was discussed with the customer.
Why it matters
Centralised messaging improves team coordination, ensures customer communication is visible to everyone who needs it, and creates an auditable record of what was communicated and when.
Last updated 2026-09-05.