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How To Send a Message from a Service Request

Steps to send a message to a homeowner from within a Service Request


WarrantyOS includes a built-in messaging feature that lets your team communicate with homeowners directly from the Service Request.

Steps

  1. Open the Service Request

    From the Service Requests tab, open the relevant request.

  2. Click to Chat Bubble

    Within the Service Request/Work Order, click the Message symbol at the top right corner.

  3. Type your message

    Enter your message in the text field at the bottom of the conversation.

  4. Send

    Press Enter or click Send. Messages are visible to all assigned buyers and internal team members.

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