Notifications

Assessment & Visit Reminders

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. Learn more.

Screen_Shot_2019-08-20_at_4.08.22_PM.png

Assessment and visit reminders are a type of notification that are sent before you go to a client's property to notify your clients that you will be there. This feature can help make sure you aren't surprising anyone or catching them off guard when you show up! They can be sent both by text and email. 

Assessment & Visit Reminder Settings

To set up automatic reminders go into your Gear Icon > Settings > Notifications

The assessment and visit reminder settings will be managed from the Doing the Work section on the Notifications page. Here you can toggle this feature on or off, and edit how frequently the reminders are sent out. Reminders can be send either via email or text message.

Note: the text message option is only available in North America.

Screen_Shot_2019-08-07_at_9.31.58_AM.png

There are four options:

  • Status: Turn this automatic reminder schedule On or Off
  • Send Via: Email or Text Message
  • Schedule: Set the schedule for when the reminders will send out
  • At this Time (Optional): Set a specific time of day that the reminders will send out. You will need to choose a time for Text Message reminders to be sent to anytime visits.

 Screen_Shot_2019-08-29_at_8.57.46_AM.png

Scheduling Assessment & Visit Reminders

You can edit the message your client sees when you click Edit in the assessment and visit reminder section.

Screen_Shot_2019-08-29_at_8.57.21_AM.png

There are two reminders that you can schedule. This means that you set up one text message reminder and one email reminder to notify the client about your appointment with them, or you can have two of a kind. This edit screen is where you can also edit and preview the email and text message templates for both assessments and visits. There are tabs for each message type.

You can further customize the messages with variables! With the Insert Variable button you can choose variables to include which will auto-fill information into these reminders, you can use this to populate information like the visit date or the address. 

Sending Manual Assessment & Visit Reminders

To send a manual email client reminder, click on an incomplete assessment or visit and choose View Details. In this popup, click on Send Client Reminder from the More Actions drop down.

Screen_Shot_2019-08-07_at_9_51_48_AM.jpg

Note: Sending a manual reminder will not override scheduled automatic reminders. A manually sent reminder will be sent in addition to the scheduled automatic reminders

Disabling Reminders for Clients

Email Client reminders are turned on by default for every Client.

To disable reminders for any individual Client, go to their page and switch the Client Receives Automatic Reminders to OFF.

image-20190830-222705.png

Assessment & Visit Confirmations

When you send your client a reminder, their message will contain a link where they can confirm the visit.

When your client confirms their visit with you, you can view this in your Jobber account.

List view of the calendar:

Screen_Shot_2019-07-15_at_8.46.57_AM.png

Client profile:

Screen_Shot_2019-07-15_at_8.46.11_AM.png

Visit details:

Screen_Shot_2019-07-15_at_8.45.18_AM.png

 

 

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy gathers expert advice, entrepreneur success stories, best practices, and tools for people looking to run smarter, more efficient service businesses.