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What are assessment and visit reminders?
Customize and automate notifications to keep your clients in the loop at key points before, during, and after the work.
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.
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: 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.
Scheduling assessment & visit reminders
You can edit the message your client sees when you click Edit in the assessment and visit reminder section.
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.
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 toggle for Visit Reminders to OFF. This turns off both assessment and visit reminders.
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: