Alex Morgan
Rough-in is ready for the pressure test tomorrow. The builder confirmed access at 7:30. Jordan, can you bring the test gauge and caps?
Company messaging and job conversations
Zepfolio Chat
The team conversation, beside the work. Keep quick handoffs, attachments and job discussions inside the active company.
14 days free · No card required · 3-seat minimum
A little hands-on time
Your first look at Chat.
Sample Company
Chat workspace
ChatInbox
West Park crew
Job · 3 members · Sample conversation
Jordan Lee
Yes—gauge and caps are on the truck. I’ll check the manifold labels before we start. The upstairs loop needs the revised drawing, not the original issue.
Casey Hart
Here’s the handoff sheet with the inspection contact and the current scope. Keep the test results on the project record so the office can attach them for the inspector.
Alex Morgan
Received. We’ll keep the piping exposed until the inspection clears. @Casey Hart please hold the trim-out delivery until Thursday.
For field crews and office teams coordinating daily work without losing the conversation behind a handoff.
- 01Open a team or job conversation
- 02Share the handoff and attachments
- 03Keep the work context attached
The work, from start to finish
Direct and group conversations
Start conversations with permitted company participants and organize group discussions. The active company determines available people and records.
Messages and attachments together
Share messages, add attachments and react to updates without splitting the discussion across unrelated records.
The job behind the discussion
Open conversations linked to work records. Keep formal completion notes and customer commitments on the originating record rather than only in chat.
Manage the conversation list
Use read/unread states, mute and archive controls to organize conversations. Thread activity and typing indicators support team coordination.
Calls when configured
Chat includes calling capabilities where enabled. Device support, browser permissions and service configuration determine availability.
Company-specific access
Messaging stays within organization access boundaries. Window preferences and management controls are separate from participant permissions.
Connected work. Separate companies.
Keep working in the active company, with the records and permissions assigned to your role. Linked information brings the field and office together without merging company data.
Zepfolio Marketing
Customer audiences, campaigns and follow-up
Zepfolio ZepBot
Company assistants and reviewed proposals
Zepfolio Portfolio
Cross-company cash, ownership and standing
Zepfolio Reviews
Customer reviews and service follow-ups
Zepfolio Social
Company social campaigns and publishing
Zepfolio Expenses
Field receipts and employee expenses
Zepfolio People
Employee records, scheduling and payroll preparation
Zepfolio CRM
Customer relationships and sales pipelines
Zepfolio Time
Construction time tracking
Zepfolio Accounting
Contractor accounting
Zepfolio Projects
Construction project management
Zepfolio Dispatch
Field service dispatch
Zepfolio Desk
Shared inbox and customer communications
Zepfolio Sign
PDF editing and electronic signatures
Before you get started
Does this sample message our employees?
No. All participants, messages and attached handoffs are fictional browser-session records. No calls or notifications are sent.
Are Groups and Job conversations separate apps?
No. These sample filters demonstrate types of conversations within Chat's inbox, not additional company tools.
Does the voice preview make a call?
No. It does not request microphone access or contact a calling service. Real calling depends on configuration and browser support.
Does chat replace the job record?
No. Conversations help coordinate the work. Formal readings, completion evidence and billing details should remain on the linked work record.
Put it to work in your company.
$29 per active person per month. Every module included, seats shared across your companies.
Start your 14-day free trial