Discuss a vehicle or driver in chat

What moves

A vehicle or driver page can open a discussion, and a pasted link shows a card resolved for each reader.

Before you start

• Chat and Fleet in your plan
• Discussions about records switched on
• Chat and Fleet Management in your plan
• Permission to start a conversation in Chat

Step by step

1. Fleet managerFleet Management

   Presses Discuss in chat on a vehicle.

   You see:A discussion opens with the vehicle attached.

2. Fleet managerTeam Chat & Calls

   Adds the workshop supervisor and describes the fault.

   You see:The supervisor is notified.

3. Workshop supervisorTeam Chat & Calls

   Opens the vehicle card.

   You see:The card opens the vehicle only if they have Fleet access.

Related

• Team Chat & Calls
• Fleet Management
• Discuss an employee record with their manager
• Files in chat use your company’s own storage
• Leavers lose chat access
• A manager turns a message into a task for a colleague
• A member turns AI off in a conversation
• Connections between modules