Assessment and Visit Reminders Updated June 11, 2025 17:21

Overview

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 is sent before you go to a client's property to notify your clients that you will be there. These notifications can be sent as an email or text message or both. They can also be sent automatically according to a schedule, or manually. This feature can help make sure you aren't surprising anyone or catching them off guard when you show up! 

Set up assessment and visit reminders

To set up automatic reminders:

1. Click on the Gear Icon in your account.

2. Select Settings from the menu.

3. Click Emails and Text Messages from the settings menu. 

4. If you are setting up an assessment reminder, the toggle is located in the Requests section.
   If you are setting up a visit reminder, the toggle is located in the Jobs section.

For each notification type, you can toggle it 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 the United States, United Kingdom, and Canada.

Click Edit to modify the message and schedule for the reminders. 

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.

Set your assessment and visit reminder schedule

A reminder can either be scheduled for a specific time, or based on the time of the appointment. For example, a reminder set to go out one day before the visit or assessment would send out 24hrs before that time: a job at 7am on a Thursday would have the reminder go out at 7am the day before, Wednesday.

Text message reminders for anytime visits will only send if you specify a reminder time. This prevents clients from receiving text messages in the middle of the night. For example, if you set text message reminders to go out 1 day before a visit that was set for Thursday (but no specific time set for the visit), the text message will not go out because an “all day” visit doesn’t have a time associated with it. We recommend in this case that you set your text message reminders to go out at a specific time, such as 1 day before at 9:00AM; this way your clients will always get text reminders at a reasonable hour.

Note: All times in the settings page are local, based on the time zone you have set in your Company Settings.

Customize templates for reminder emails and text messages

On the same screen where you set up your reminder schedule, you can customize the templates for both assessment and visit reminders. For each reminder type, you have two template options: one for email and one for text message. These templates give you the flexibility to craft personalized messages for each reminder.

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 page is where you can edit and preview the email and text message templates for both assessments and visits. Navigate between the tabs for each message type to make adjustments.

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.

Note: If you are sending your reminders as text messages, there is a 160 character limit with a character counter at the bottom of the edit text box. At this time we only support text in these messages, so we can't use emojis or URLs in the templates. This is mainly to protect against phone companies (like AT&T or Verizon) blocking our phone numbers from your clients receiving text messages.

Enable client phone numbers to receive text messages

In order for clients to receive text message reminders they must have a phone number that is able to receive text messages. Only mobile numbers can receive text messages.

To add a phone number for a client, navigate to the client then select Edit. Below the client's phone number, there is a toggle for Receives messages. When this is turned on, your client will be able to receive text messages sent via Jobber (such as a quote text message or an invoice follow-up text message). Receives text messages is enabled by default, however it can be turned off if your client no longer wants to receive any text messages from you.

Disable assessment and visit reminders for individual clients

Email assessment and visit reminders are turned on by default for every client and contact.

To update a client or contact's communication setting, go to the client's profile and click Edit. Locate their communication settings and turn the toggle off for Upcoming assessment or visit reminders. This turns off both assessment and visit reminders for this client or contact. Learn more about managing client communication settings. 

Send a manual assessment or visit reminder

To send a manual reminder, click on an incomplete assessment or visit from the calendar and choose View Details. In this popup, click More Actions then select either Text Reminder or Email Reminder.

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

These messages can be customized before they are sent to the client.

Where can you see confirmed appointments? 

When you send your client an appointment reminder, it includes a link to view the appointment in client hub. There, they can see details like the appointment time, location, and any assigned team members. They’ll also have the option to confirm the appointment directly. When they click Confirm Appointment, the status will update to confirmed.

After your client confirms their appointment, you can see they've confirmed the appointment from:

• activity feed
• client profile
• visits section on a job
• visit details 

Activity feed:

Client profile:

Visit section of a job:

Visit details:

Report on assessment and visit reminders

All text reminders and notifications sent out to clients will appear in the Client Communication Report, in the Reports tab. From here, you'll see all messages sent, who they were sent to, and the number this was sent to.