Overview

Customize and automate notifications to keep your clients in the loop at key points before, during, and after the work.

This feature is available on select plans in the United States, Canada, and Great Britain.

Using the Jobber mobile app, users can send an “on my way” text message to the client based on their scheduled appointment for the day. The message lets your clients know roughly when you will be arriving with a team member selecting how many minutes away you are into an already created message.

Note: Clients will need to have a primary phone number that can receive text messages (and have that setting toggled ON) in order to send them an “on my way” text message.

Send an on my way text message

To send an on my way text message:

  1. Tap into a visit from the Schedule tab in the app.
  2. Tap On My Way to open the on my way text message template.
  3. Select the contact to notify. By default this is the client’s primary contact — to notify someone else, select the green arrow to view all contacts on the client’s profile, then choose the contact you want.
  4. Select how many minutes away you are:
    • 5 minutes
    • 10 minutes
    • 15 minutes
    • 20 minutes
    • 25 minutes
    • 30 minutes
    • 45 minutes
    • 60 minutes
  5. Select Send Text to send the message.

Note: The number of minutes you select is saved as the default for the next on my way text you send.

The Send on my way text screen previews the exact message that will be sent, including the callback number, as you choose the arrival time.

The callback number is the number in the message that a client can call with any concerns. It isn’t chosen when you send the message — it’s determined automatically:

  • My number — if you have a phone number on your user profile, this is used. To view or manage it:

    • Admin users: select the Gear Icon, then Settings, then Manage Team.
    • Non-admin users: select the Gear Icon, then Personal Settings.

    If your phone number is used for two-step verification for Jobber Payments, it won’t be used as the callback number, since viewing the full number is protected within Jobber.

  • Office number — if you don’t have a phone number on your profile, your company’s Office Number (from Gear Icon, then Company Settings) is used instead. Learn more about Company Settings.

Note: To stop “my number” from being used for a team member, remove their phone number from their user profile. You can set up a team custom field instead to record their number without it being used as a callback option.

Two-way text messaging

Two-way messaging is available on select plans in the United States, Canada, and the United Kingdom. 

Another option for sending text messages is Two-way messaging which gives your client the ability to reply back to automated messages like an “on my way” text where you can carry on a conversation. Rather than seeing a prompt to reply back to you directly, you can text back and forth with your client via the message center in Jobber.

With two-way messaging, “on my way” messages are sent via your dedicated phone number. 

To open the message center to send a two-way text message, select the speech bubble icon in the top right corner of a visit, or the Messages tab from the bottom menu.