Table of Contents
Overview
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 in the United States, Canada, and the United Kingdom.
Note
This article covers functionality that's available in the beta version of the Jobber App. If you are not a beta tester, check out "On My Way" Text Messages to learn more.
If you are interested in joining the beta and helping us test out the app, start a chat and let our support team know! We'll need to do a quick check to make sure your account is a good candidate to be a beta tester. If you are a good fit, we'll add you to the beta.
Using the Jobber mobile app, users can send an "on my way" notification to the client based on their scheduled appointment for the day. The message lets your clients know roughly when you will be arriving with a team member selecting how many minutes away you are into an already created message.
Note: Clients will need to have a phone number that can recieve text messages (and have that setting toggled ON) in order to send them an "on my way" text message.
Send an on my way text message
To send an on my way message, tap into a visit from the schedule tab in the app. On the visit, tap the speech bubble icon.
If you are using two-way text messaging (available on the Grow plan), after selecting the speech bubble icon, you will see a menu with options to either send a text message or on my way text message. Tap Send on my way text.
From the Text message screen, there are options here to send one of two messages:
- An "on my way" notification, or a
- "Late" notification.
The text your client recieves will show how many minutes away you are from arrival or if you are running late. With the exception of the number of minutes, the text in the "on my way" message cannot be edited.
Tap if you are on my way or late, then select the number of minutes away you are.
Next, select if the reply number that appears in the text shoud be Company or Personal. The reply number option shows up based on some conditions:
- If the user who is sending the '"on my way" text message has a phone number listed under in their profile from the Gear Icon > Manage Team on the desktop, they will see the options for Company or Personal reply number.
- If they select "company" the phone number set up in your company settings will be the one that the client is prompted to call.
- If they select "personal" the number that appear in the text will be the number listed for that employee in their personal settings.
- If the user has no phone number set up, the message will include your company branding phone number by default.
Once sent, the client will receive a message that looks similar to the example below:
If a client replies to this text, they will receive an auto-reply telling them to contact your company directly.
The phone number that the "on my way" messages are sent from varies based on if you have two-way messaging enabled or not. Without using two-way messaging, the text comes from a pool of phone numbers where your client cannot reply directly via text. These messages are not sent via your employee's phone number.
Two-way text messaging
Two-way messaging is available on select plans in the United States, Canada, and the United Kingdom.
Another option for sending text messages is Two-way messaging which gives your client the ability to reply back to automated messages like an "on my way" text where you can carry on a conversation. Rather than seeing an error and a prompt to reply back to you directly, you can text back and forth with your client via the message center in Jobber.
With two-way messaging, "on my way" messages are sent via your dedicated phone number.
