Detailing team management: chat, tasks and access that fit a small crew

Team chat that stays with the work

Threads keep conversations organized. Techs can share photos and files, search past messages, and pin the things that should never scroll away, like a product dilution chart or the steps for a coating aftercare handoff.

Because the chat lives next to customers and appointments, the question about a particular truck does not get lost among personal texts.

Tasks with an owner

Assign tasks to a person with a due date: restock microfiber, check a customer's coating at two weeks, photograph before-and-after on Saturday's correction. Everyone knows what is theirs.

• Create the task where the work happens, on the job or contact.
• Write the outcome you want, not just the action.
• Close it with a note so the next person has context.

Role-restricted reporting

Reports are restricted by role. An owner can look at work completed and revenue; a technician sees the schedule and jobs they need. Access is not unrestricted by default, which protects pricing and pay information while still letting the crew do their jobs.

Onboarding a new tech

Day 1: Read pinned messages in team chat (chemicals, safety, photo standards)
Day 1: Shadow two appointments, review service list
Week 1: Own maintenance washes, post questions in the job thread
Week 2: Take assigned follow-up tasks; owner reviews notes