The Chat feature in BuildBook is straight forward and simple to use. Here are a few things to know as you start chatting with your team and client(s).

  • Chat in BuildBook works like SMS-style texting and can be used on both web and mobile.

  • There are two dedicated chat rooms: one for your team members/collaborators and one for clients.

  • Tap/click the "send" icon to send a message - just like you would when sending a text message

  • Tag (@mention) people to notify them that there is a new chat message for them. Anyone @mentioned will get an email notification that they have a new message and will see the notification badge on the web app
    Note: mobile app notifications are not available yet, but they are coming soon!

  • Upload pics and docs directly into your Chat from your current device

Remember that only users who have been invited and accepted the invitation can be @mentioned in the Chat. Limited Access Collaborators only have access to the Team Chat, while Clients only see the Client Chat in their dashboard.

Next up

Notifications in BuildBook

Using Daily Logs

The Client Dashboard

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