Table of Contents
Overview
This feature is available on select plans in the United States, Canada, and United Kingdom.
With a dedicated phone number, all of your automated text messages will come from the same phone number that belongs to your company. This means your clients can go ahead and add the number to their contacts so they always know it's you reaching out about their work. Prior to setting this up, your automated text messages will be sent from a pool of phone numbers.
Setting up a dedicated phone number enables two-way messaging, where you can communicate back-and-forth with your clients within Jobber.
Choose your number
The phone numbers you have to pick from are based on this priority:
- A number closest to your branding phone number
- A number closest to your address in Settings > Company Settings
- A number in your state or province
- A number in your country
There are two places where your phone number can be chosen.
From company settings
You can pick a phone number from Settings > Company Settings.
From the Dedicated phone number section, click Choose number. You will be given a list of the numbers to choose from.
Since you cannot change your dedicated number after selecting it, you will need to check the box for 'I understand' in order to save the number.
Once saved, your dedicated number will appear in the Dedicated phone number section of Settings > Company Settings
When sending a text message
If you don't select a dedicated phone number in your company settings first, you will be prompted to select one when sending a quote or invoice via text message. You will see a prompt to select your dedicated phone number from a list.
Since you cannot change your dedicated number after selecting it, you will need to check the box for 'I understand' in order to save the number.
Register your number
If you are based in the United States, you will be prompted to register your number next. All businesses that use Application-to-Person text messaging via standard 10-digit long codes (also known as A2P 10DLC, or in this case, text messages sent via your dedicated phone number) are required in the United States to register their business's number. This regulation is part of an effort by carriers to prevent unwanted messages or spam from reaching their clients.
In this step, you will be prompted to fill out a form to register your number. An admin user will need to enter their point of contact details (including name, email, and a text message-enabled phone number) as well as their company address. This form will be visible to all admin users, but only one needs to complete it.
In order to save time, the company address will be auto-filled based on your address entered in Settings > Company Settings. If there isn't anything entered in your company settings, or the formatting doesn't align with this form, it will be blank and you will need to manually enter your company address details.
Once the form has been filled out, click Submit.
Reviewing your number
Once your number has been selected and registered, you will see a pop-up confirming your new number. You're all set now!
No matter which way you set up your phone number, it will be listed in your settings for your reference under Settings > Company Settings. So don't worry in case you forget!