Team calls and huddles for field crews
Call the crew without leaving the chat.
Voice and video for your own people, inside Team Chat. Press Call on a direct message, or start a huddle in a channel.
Ring dispatch. Not the shop.
Every channel has a Meeting button. Filter the members by role, pick who gets notified, and the room opens in the channel for anyone who joins late.
Or put it on the calendar.
Give the meeting a title, a date, and a length, and it gets its own join link. Post it to a channel so the crew sees it, or leave the channel empty for a one-off with a customer.
Add to calendar covers Google Calendar, Outlook.com, Microsoft 365, and Yahoo, or a .ics file for Apple Calendar and desktop Outlook. The join link rides along.
Bring the customer in by link.
Schedule a site walk-through, invite the customer's super by email, and the invite goes out from your business's address. They join from a browser and wait in your lobby.
- The waiting room
- On unless you switch it off. Guests wait in the lobby, and the host gets an alert that someone has arrived.
- Your name on the door
- The lobby shows your logo. The guest checks their camera and mic, and can blur the background, before they join.
- Reminders
- Invited teammates get a notification when they're invited and again ten minutes before it starts. Copy the link, or the whole invitation, from the meeting's menu and paste it into a text or an email.
- In the room
- Share a screen, raise a hand, switch between grid and speaker view, or invite one more person without leaving the call.
Questions operators ask
Do customers need an account or an app to join?
No. They get an email with the link, open it in a browser, type their name, and wait in the lobby until you let them in.
Can a driver call dispatch from a stop?
Yes. Dispatch line on the stop lists your dispatchers and admins with Call and Message. A message goes out with the job number, the customer, and the address, plus whatever the driver types, so nobody reads an address over the phone.
Is a call voice or video?
A call from a direct message starts as voice and rings like a phone. Either side can ask to add video, and the camera comes on when the other person accepts.
Can I interview a job applicant this way?
Yes. In Hiring, schedule the interview as a Video call and it becomes a meeting with a guest link. The applicant joins from their phone or computer and waits in your lobby until you let them in.
Which plan includes it?
Video meetings with outside guests are part of the Growth plan.
