Work Settings

SMS Client Reminders

You will need to be on the Connect or Unlimited plans to use Client Reminders.

Jobber has the ability to send SMS reminders to clients of upcoming scheduled services. Texts to customers can help reduce no-show appointments, cancellations, and time spent travelling to unconfirmed jobs. 

Reminders are currently offered in the U.S. and Canada.

More than just reminding your clients of upcoming services, they give you the option for your clients to confirm their appointments via text, and users on the Jobber app to send "on my way" notifications.

Enabling SMS Client Reminders

You can go to the Gear icon > Settings > Client Reminders to set when you want the SMS reminder to send.

You can enable 2 different reminder schedules. Each reminder can be set to deliver either 1-24 hours/days in advance of the scheduled appointment. We suggest using one email reminder and one text reminder for maximum effectiveness. 

Screen_Shot_2017-06-11_at_2.46.41_PM.png

You can set a specific time for the reminder to go out or let them send out based on the scheduled visit time. This means that a reminder set to go out 1 day before the appointment would send out 24hrs before that appointment time. ie, a job at 7am on a Thursday would have the reminder go out at 7am the day before, Wednesday. It is also important to note that all times in the settings page are local, based on the time zone you have set in the Company Branding page in Settings. 

On the settings page, you can view what the SMS message will look like to your client. SMS messaging is unable to be changed. 

Screen_Shot_2016-06-08_at_8.22.11_AM.png

 

On the client end, this is what the message will look like:

Screen_Shot_2016-06-08_at_11.38.27_AM.png

Once confirmed, the client will receive a follow up message:

Screen_Shot_2016-06-08_at_11.38.47_AM.png

Once a visit has been confirmed, on the job you will then see that the appointment has been confirmed in the Visits section. 

 

Screen_Shot_2017-09-22_at_1.11.51_PM.png

 

Please note that the only accepted response for SMS Client Reminders is "ok". If your clients send an SMS response other than "ok", the system will respond with a message instructing them to get in contact with your business directly. 

Screen_Shot_2016-06-30_at_8.37.02_AM.png

"On My Way" Notifications

Using the Jobber Mobile app, users can send an "On My Way" notification to the client based on their scheduled appointment for the day. 

In the app, your team will see an icon like this,

  

when they go into an assigned visit from the Jobber Mobile App.


Screen_Shot_2016-06-08_at_8.29.04_AM.png

 

They will be able to send one of two messages from this screen: an 'on my way' notification, or a 'late' notification. The client will not be able to reply to this message, only call the number provided if there is an issue. 

 

Screen_Shot_2016-06-08_at_8.35.22_AM.png

Once sent, the client will receive a message that looks similar to the example below:

Screen_Shot_2016-06-08_at_11.46.28_AM.png

 

 

Reporting

All SMS reminders and notifications sent out to clients will appear in the Client Communication Report, in the Management tab. From here, you'll see all items sent, their status, and the number the text was sent to.

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