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Team

Job-Scoped Chat for the Team — Customer Never Sees It

Office, dispatch, and field talk in a job-scoped thread that lives alongside the customer record but stays internal.

No credit card required · Setup in 5 minutes

Overview

What It Does

Texting between dispatch and a tech in the field happens constantly — and almost always over personal phones. SalesButler's Internal Team Chat gives each job its own internal chat thread visible only to your team. Notes, photos, and decisions live alongside the customer record but never appear on customer-facing communications.

SalesButler · Inbox
Missed call recovered
Auto-text sent in 8 seconds
● Live
Customer · 9:42 AMSorry I missed your call — I need a quote ASAP.
SalesButler · 9:42 AMThanks for reaching out! I can get you a same-day estimate — what's the address?
Booked in 47s$2,400 job
How It Works

Step-by-Step Guide

1

Open a Job

Each job has its own internal chat tab.

2

Tag a Teammate

Mention dispatch, the tech, or anyone else who needs eyes on it.

3

Share Context

Drop notes, photos, or decisions that the customer should never see.

4

History Stays Forever

Every message is stored against the job for future reference.

5

Customer Never Sees It

Internal chat is fully separated from customer-facing SMS.

Benefits

Why You'll Love This Feature

Job-Scoped Threads

Every job gets its own conversation — no clutter.

Internal Only

Customers never see what your team says about the job.

Photos & Notes

Drop site photos, decision notes, and pricing discussions internally.

Persistent History

Threads stay attached to the job for as long as the record exists.

Cross-Org Isolation

Chat is scoped to your org — never bleeds across accounts.

Better Handoffs

When a tech rolls off, the next person has full context.

Use Cases

Perfect For

Coordinating between dispatch and a tech in the field

Pricing discussions out of the customer's view

Documenting decisions for audit or coaching

Onboarding a new tech with full job context

Replacing personal-phone texting with auditable threads

FAQ

Frequently Asked Questions

What plans include Internal Chat?

Internal Team Chat is included on the Growth and Pro plans.

Can the customer see internal chat?

No — internal chat is strictly separated from customer-facing SMS.

Are messages searchable?

Yes — search across all internal chats for any term.

Can I attach files?

Yes, photos and files can be attached to internal chat messages.

Is chat real-time?

Yes — messages appear instantly for any teammate viewing the same job.

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