Forum Discussion

martalucia's avatar
martalucia
Contributor 2
8 months ago
Solved

Client email responses and communication histories

Does Jobber support email reply threading or auto logging of client email responses into communication histories? We primarily communicate with clients by sending emails or text messages through the platform. However, I've noticed that while outgoing messages are logged under each client's profile, their responses are not. Client replies are being sent to an external email address instead of being recorded in Jobber, which means I can't view the full conversation thread within the client's page. This makes it difficult to track communication history, especially when multiple team members are involved. Is there a way to have client responses logged or viewable directly within Jobber?

  • Hi martalucia​ 

    Thanks for reaching out with this thoughtful question. You're absolutely right—while outgoing emails and texts sent through Jobber are logged in the client’s profile, client replies to those emails are not currently pulled back into Jobber. Instead, they’re sent to the external email address associated with the user who sent the message, which means the full conversation thread isn’t visible within the client’s communication history.

    We understand how important it is to have a complete, centralized view of client conversations—especially when multiple team members are involved. I’ve shared your feedback with our product team, as improving communication visibility is an area we're actively exploring.

    In the meantime, one workaround we’d suggest is saving the email thread as a PDF and uploading it to the client’s profile under internal notes. This can help keep all communication in one place for future reference and documentation.

    If you’d be open to chatting further about how your team uses Jobber for client communication, we’d love to learn more. Your insight helps us make better decisions about where to improve. Please reach out to our Success team at 1-888-721-1115 option 1 or support@getjobber.com when convenient. 

2 Replies

  • krista's avatar
    krista
    Jobber Support Team

    Hi martalucia​ 

    Thanks for reaching out with this thoughtful question. You're absolutely right—while outgoing emails and texts sent through Jobber are logged in the client’s profile, client replies to those emails are not currently pulled back into Jobber. Instead, they’re sent to the external email address associated with the user who sent the message, which means the full conversation thread isn’t visible within the client’s communication history.

    We understand how important it is to have a complete, centralized view of client conversations—especially when multiple team members are involved. I’ve shared your feedback with our product team, as improving communication visibility is an area we're actively exploring.

    In the meantime, one workaround we’d suggest is saving the email thread as a PDF and uploading it to the client’s profile under internal notes. This can help keep all communication in one place for future reference and documentation.

    If you’d be open to chatting further about how your team uses Jobber for client communication, we’d love to learn more. Your insight helps us make better decisions about where to improve. Please reach out to our Success team at 1-888-721-1115 option 1 or support@getjobber.com when convenient. 

    • holscher's avatar
      holscher
      Contributor 2

      To Whom It May Concern at Jobber,

      This basic communication thread is essential. Every other CSM company offers this service where customer responses to emails are automatically part of their profile. I cannot fathom what possessed your company to forgo this? Most customers of many companies are not into "texting" and quite honestly it goes beyond the scope and feasibility of texting. Customers often have detailed questions, need to submit more information, etc and that just isn't going to cut it in texting. Our response is equally challenging for a "text" format. Our detailed job descriptions, issue resolutions, etc need more than a line or two of text. The convoluted "solutions" you have here are unacceptable quite honestly and you have spent 7 months without improvement. We may suffer with you for a year but at the end of our contract, I think we will go back to the CSM we had. Better the devil you know and can communicate quickly and efficiently with for all team members and for us to be able to CYA when necessary and not sound incompetent otherwise when the left hand doesn't know what the right hand has done.