Table of Contents
Templates overview
You can setup templates for your email and text communications with your clients. The templates are grouped into four categories: getting the work, doing the work, getting paid, and general.
You can access the templates by going to the Gear Icon > Settings > Templates.
Here is how the templates break down:
- Getting the Work
- Requests - the template for when a request is submitted by a client. This message can only be sent via email.
- Quotes - the message that is sent along with the quote. This message can be sent via text message or email.
- Quote approvals - the message that is automatically sent when a client approves a quote. This message can only be sent via email.
- Doing the Work
- Job forms - the email that is sent along with an attached job form. This message can only be sent via email.
- Chemical treatments - the message that is sent along with an attached PDF of the chemical treatments performed. This message can only be sent via email.
- Getting Paid
- Invoices - the message that is sent along with an invoice. This can be sent as an email or a text message.
- Payment and deposit receipts - the message that is sent along with the receipt for a payment or a deposit. This message can only be sent as an email.
- Statements - the message that is sent along with a statement. This message can only be sent via email.
- General
- Signed documents - when you collect a signature online and check the box for "send your client a copy", this is the message that goes along with the signed PDF. This message can only be sent as an email.
For each template that you want to customize, locate it from the list and click Edit. A pop-up will open that has tabs to edit the email and text message templates. If you only see a tab for email, it means that item cannot be sent via text.
What you fill out in the template becomes the default message for all communications of that type, however individual messages can be edited before they are sent to the client.
Customize individual messages
The templates will populate messages by default, but you will still have a chance to look them over and make edits before the message is sent. For example, when sending an invoice to a client via email, this is the preview of the message where the body of the email can be changed.
This preview is where you can customize or add in any additional detail for this particular text going to your client. Making a change here won't update the template, however you can click Customize your default templates to jump to the templates page where you can update the template.
The preview of a text message, is not customizable on an individual message basis. To customize a text message, the template will need to be updated.
Note: There is a 160 character limit for text messages as this is the maximum number of characters that will fit in one text. If you go over this limit, that's ok! Your message will still be delivered, it just might be in multiple text messages. That being said, most smart phones will recognize when there are multiple text messages and group them together as one message —but this varies based on different devices and cell phone providers.
Variables
You can use variables in your templates so that Jobber will automatically populate the information specific to a certain client for you.
Complete list of Jobber variables.
For example if you use the variable {{CLIENT_NAME}} in an invoice template, it would plug in the client's name where that variable appears. So if you have "Hi {{CLIENT_NAME}}" in your template, the message would send with "Hi John Smith" filled out.
Clicking on Insert Variable will bring up a list of variables that you can choose from. Clicking on them will insert them into the template for you.