Control & platform

Talk to your team without leaving the books

Questions about an invoice or a delivery usually end up in text messages nobody can find later. SeroBooks has team chat built in, so the conversation happens next to the work, inside your company.

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What you get

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Direct and group chats
Message one person, or create a group and add or remove people.
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Files and screenshots
Send a file or a screenshot with a message.
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Unread badge
A badge on the Chat button shows new messages.
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By role
An owner decides which roles can use chat.

Where it is

The Chat button sits in the top bar beside Maya. Chat is a module in the permission tree, so it is turned on for the roles that should have it.

Frequently asked questions

Can people outside my company see the chat?

No. Chat is only between people in your own company.

Related

See it in your own numbers.

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