Skip to main content

1. Purpose

The Messaging & Notifications Module powers instant collaboration across project teams, contractors, and administrators through real-time chat, project channels, and automated WhatsApp site notifications.
Real-Time Messaging & Channel Interface

Screenshot: Real-Time Messaging & Channel Interface

2. How It Works

  1. Direct & Channel Chat: Team members exchange instant text messages, site photo attachments, and document links inside 1-on-1 chats or project group channels.
  2. Real-Time WebSockets: Messages and typing indicators update instantly without needing browser refreshes (powered by Laravel Reverb).
  3. WhatsApp Site Alerts: Urgent project events (such as purchase order approvals or emergency notices) can trigger automated SMS / WhatsApp messages directly to mobile phones.

3. How It Helps

  • Instant Site Communication: Connect site engineers directly with project managers and accounting teams.
  • Contextual File Sharing: Share blueprints, site photos, and purchase request links directly inside discussion threads.
  • Mobile Real-Time Alerts: Never miss critical approval alerts even when away from your desk.

4. Step-by-Step Actions

A. How to Start a Direct Chat or Project Channel

1

Open Messaging Module

Click Messaging in the main sidebar.
2

Select Recipient or Channel

Click + New Chat to select a team member, or click an existing project channel.
Creating a New Direct Chat Modal

Screenshot: Creating a New Direct Chat Modal

3

Type & Send

Type your message, attach site photos if needed, and press Enter / Send.

B. How to Manage Notification Preferences

1

Open Notification Settings

Click your profile avatar -> Notification Preferences.
User Notification Preferences Settings

Screenshot: User Notification Preferences Settings

2

Configure Delivery Channels

Toggle In-App Alerts, Email Summaries, and WhatsApp SMS notifications for specific event types (e.g. Expense Approvals, Deposit Cleared, Notice Board Updates).
3

Save Preferences

Click Save Notification Settings.

C. How to Filter Notifications & Search Chat History

  • Search Chat: Use the message search bar to find past chat conversations by keyword.
  • Notification Filter: Filter in-app alerts by Unread, Approvals, or Mentions.

D. How to Leave or Mute a Channel

1

Open Channel Settings

Click the gear icon next to any channel title.
2

Mute Notifications

Select Mute Notifications or Leave Group Channel.