Chat and Version buttons

Chat with your team from any page, and know when a new version of OrderPilot is ready.

What it's for

Two of the three buttons at the bottom of the sidebar:

• Chat opens a small chat window over whatever page you are on, so you can message teammates without leaving your work.
• Version tells you when a newer version of OrderPilot is available.

(The third button, Jobs, has its own article.)

Where to find it

Bottom of the sidebar, just above your name: Chat · Jobs · Version.

The screen at a glance

The Chat button

A red number on the Chat button shows how many unread messages you have.

The chat window

• Left rail — one circle per conversation:
• Alerts (the "OP" circle) — messages from OrderPilot meant just for you. You can't reply to these.
• New — start a chat with someone, start a new group, or find a conversation.
• Your conversations, newest first. A red number means unread messages. A small dot on a person shows if they are working, on a break or not clocked in.
• Search — opens the full Chat page (Team → Chat) where you can search all messages.
• Header — the person or group name. For a person, it shows if they are working (and since when), on a break, or not clocked in. For a group, it lists the members.
• Messages — grouped by day. Your messages are green, on the right. Ticks show if your message was sent (✓) or read (✓✓).
• Reply box at the bottom, with buttons to attach a file and capture your screen.

The Version button

• Normally it reads Version. Hover over it to see which build you are running.
• When a new version of OrderPilot is released, it turns red and reads Update ready.

Buttons and actions

How to send a message

1. Click Chat.
2. Click the person or group in the left rail, or click New and pick someone.
3. Type your message and press Enter (or Send).

How to start a group

1. Click Chat, then New.
2. Click New group.
3. Type a group name, for example "Warehouse team", and tick the people. You are added automatically.
4. Click Create group.

How to send a screenshot of what you are looking at

1. Open the chat window and pick the conversation.
2. Click the camera button.
3. The first time, your browser asks what to share. Choose this tab and allow it. After that, captures are instant.
4. The screen flashes and the picture is added to your message, along with a link to the page you were on (for an order, the order number too).
5. Add any text and press Send.

How to update to the new version

1. When Version turns red and says Update ready, finish what you are doing (for example, save a form or end a scan session).
2. Click Update ready. OrderPilot reloads with the new version.

OrderPilot never reloads by itself, so you never lose work in the middle of a task.

Tips and troubleshooting

• Move the window: drag its header. Resize it: drag its top edge, left edge or top-left corner. OrderPilot remembers the size and position for you.
• When a new direct message arrives, the chat window opens by itself if it is closed.
• The first time you click Chat, your browser may ask to show notifications. Allow it to get a desktop notification for new messages when OrderPilot is in the background.
• If capturing the screen says "Screen share was cancelled", click the camera again and choose Share this tab.
• OrderPilot checks for a new version when you come back to the tab and every few minutes.