Forum Discussion

ThatHandymanVan's avatar
ThatHandymanVan
Contributor 4
1 day ago

đź’ˇFEATURE REQUEST: Schedule Send Communications

When I’m ready to send an estimate or invoice, Jobber makes it easy to send directly to the customer. The issue is timing.

I often finish admin work outside normal business hours because I’m in the field during the day. When I send estimates/invoices late at night, it can feel unprofessional (or at minimum, it triggers customer replies at weird times).

Current workaround: I send the estimate/invoice to myself, then schedule send it to the customer later during business hours. Phones make this easy. It works, but it’s extra steps.

Feature request: Add a “Schedule Send” option when sending estimates and invoices, similar to email scheduling.

Ideal behavior:

  1. At send time, give options: Send now / Schedule send
  2. For schedule: choose date + time (and time zone handling)
  3. Queue it and show status like Scheduled / Sent / Failed
  4. Allow cancel/edit of scheduled sends

This would save time, reduce mistakes, and keep customer communications going out at appropriate times without requiring a workaround.

1 Reply

  • tbarth's avatar
    tbarth
    Contributor 3

    That would be a cool feature for sure.  I think it would be hard to add though, as it would probably require a lot of back-end work to add the required pieces.  Automations might easier if they can do a trigger > delay > send message flow, that might be a way to do something at least similar without rebuilding the whole messaging system.

    The only workaround I can think of is pushing it to a third party, which adds more complexity than your current workflow has.  

    For what it's worth, if someone replied at an odd hour, I don't think they'd expect a reply from you outside of normal hours.   Not trying to invalidate the concern; it's just not something I'd thought about before now. You make a good point.