Forum Discussion

ThatHandymanVan's avatar
ThatHandymanVan
Contributor 4
22 days 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.

client manager
text & email templates
two-way text messaging
win jobs
work smarter

2 Replies

  • tbarth's avatar
    tbarth
    Contributor 3
    21 days ago

    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.

     

  • krista's avatar
    krista
    Jobber Support Team
    21 days ago

    Hi ThatHandymanVan​ 

    I love this idea, I am a big “send later” fan myself.

    Finishing admin work after hours is such a real scenario for field-based businesses, and your workaround makes total sense, but you are right, it adds unnecessary steps. Being able to choose Send now or Schedule send directly from the estimate or invoice flow would feel much cleaner and more professional.

    I especially like that you called out:
    • Date and time selection with proper time zone handling
    • Clear Scheduled / Sent / Failed status
    • Ability to edit or cancel before it goes out

    That is exactly the kind of practical detail that helps our Product team evaluate feasibility and impact.

    I will absolutely share this with the team. Thank you for laying it out so clearly.