📧Email & 💬Text Templates (Not just for Quotes and Invoices)

Question

We send repetitive texts and or emails to customers.

We would ❤️Love it if Jobber offered text and email templates for any message. Maybe we could also use these templates/canned messages when responding to messages.

These messages range from reminders regarding payment to "what to expect" or "what we need from you" regarding their upcoming project.

It would be 💥 fantastic if we could click on a template, edit it as needed, and then send off the message! The quote templates have been amazing to use; we hope this soon follows...

Thank you for considering our requests ☺️

==> If you would benefit from this feature PLEASE 🙏 Click that 👍"Like" Button <==

julie · Answer

Hey Jessica! Our Success Team is the best way to get this idea to our Product Team as they consolidate customer ideas and feedback on a regular basis so we can have a pulse on what would help our customers the most overall.&nbsp;
Please contact them by phone at 1-888-721-1115 or through the chat function in your account. Thank you!

jessica-2025 · Answer

Will do.&nbsp; thank you, Jg&nbsp; :)

cloud9jc · Answer

We think this is a fantastic idea, as well! I've played around with an email in the Automations area that rewrites the invoice follow-up emails and texts for after a visit, but there doesn't seem to be a good way to see the reporting or success of the "campaign". Also, the only 2 triggers there are Quotes and Invoices so neither really works for a booking that doesn't need a quote.

We would like to see the Marketing area improve so we could use templates the way Jessica explains.... Very helpful!

Forum Discussion

📧Email & 💬Text Templates (Not just for Quotes and Invoices)

3 Replies