Forum Discussion

martalucia's avatar
martalucia
Contributor 2
5 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 ...
integrations
  • krista's avatar
    krista
    5 months ago

    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. 

krista's avatar
krista
Jobber Support Team
5 months ago

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.