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Chat with Your Team on Work Orders

Learn how to communicate with customers and team members using the Work Order chat feature, including file sharing and managing emails.

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Written by George Newman
Updated yesterday

Navigation: Navigate to Work Orders under CMMS.

Overview of the Chat Feature

The chat feature in Makula allows seamless, real-time communication directly within a work order. You can:

  • Chat in Real Time: Engage in live conversations with internal team members.

  • Share Documents and Images: Exchange important files without relying on external platforms.

  • Tag Users: Mention other team members (with access to the work order) in conversations.

  • Centralise Communication: View both chat and email interactions in one place.


Accessing the Chat Section

  1. Open a work order.

  2. The Chat Section appears on the right side of the Work Order detail view.

Tip: You can minimise the chat section by clicking the X in the top-right corner and maximise it again by clicking the messaging button in the top-right corner of the work order.


Chat Tabs

The chat section includes two tabs:

1. Internal Chat

  • Communicate with your internal team.

  • Tag team members to notify them or assign follow-ups.

  • Share internal-only documents and images.

2. Email

  • View all emails linked to the work order.

  • Compose and send new emails directly from this tab.

  • Track ongoing email conversations.


Starting a Chat Conversation

  • Click the input text field at the bottom of the chat window.

  • Type your message.

  • Click the send icon ( > ) to deliver the message.


Sharing Documents and Images

  • Click the pin icon.

  • Select the document or image you wish to share.

  • Maximum file size is 50 MB.


Notifications

  • If a new chat message arrives, a red dot notification appears on the Work Order.

  • That work order will automatically move to the top of the Work Order list to ensure it’s easy to find.

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