How To Use Team And Client Messaging in WorkZen

Half the chaos in a service business is conversations living in five places: the office line, someone's personal cell, a group text, and two photo threads nobody can find. WorkZen puts client texting and internal team chat in one Messages inbox, tied to the client records you already keep.

Client texting, shared with the whole team

Open the phone sidebar and hit the Messages tab (it sits next to Contacts and History). Every SMS conversation with your business number lives here, shared across the company, so "did anyone reply to Mrs. Chen?" has a visible answer. Texting clients requires a ZenPhone number; it's your business number the messages come from.

Start a fresh thread with New Message, or hit Message on any lead or client in the Contacts tab. Type in the message box ("Type a message...") and send; the client receives a normal text and their reply lands right back in the thread. Because conversations are shared, the tech who texted this morning and the office manager following up this afternoon see the same history.

Message from the page you're already on

Client, lead, and job pages, and the visit modal on the Scheduler, can open a Messages drawer with that contact's conversation right there. Confirm tomorrow's arrival window from the visit itself, and the exchange is saved in the same shared thread as everything else.

Photos from clients land in the thread

When a client texts a picture, the image shows up in the conversation, visible to the whole team instead of one tech's camera roll. One current limit: sending images from WorkZen isn't supported yet, so outgoing messages are text only.

Team chat: keep internal talk internal

The same Messages tab handles conversations between WorkZen users. Pick a teammate from the Team section and chat one-on-one: dispatch details, job questions, the "gate code is 4482" messages that used to clog personal phones. Team conversations never reach a client.

For crews, hit New group, name it, pick the members, and create. Groups carry a Group badge, and any participant can rename the group, add or remove members, or leave.

Tame the noise

The inbox search bar ("Search conversations...") filters threads as you type. And when a busy group chat gets loud, mute it: Mute for 8 hours, Mute for 1 week, or Mute always, then Unmute when you're back on that job. Done with a thread for good? Delete conversation removes it for everyone in your company, after a confirmation.