How does Jobber’s texting system handle multiple contacts for one client? Texting System is Lacking
It is very hard to know who we are talking to as many of our clients have multiple points of contact (husband/wife), maybe the GC on the project. But our commercial clients can have 2-5 contacts easily, the company plus managers. The text system currently displays the Client or Business Name and the phone number.... but the phone number is often cut-off completely. And there is Zero way for us to see who we are talking too as you can not click into more details per text.
What we need at minimum right away - A way to see the full phone number of the texter
What we would like to see very soon - The name of the person texting if they are in a client file... if a number can be matched to a file, then you can match it deeper to the actual contact name.
What we need ultimately - we need to be able to choose who we text quicker and easier. From the desktop browser we pull up a client file, and under Contacts it lists multiple people, currently you have to copy and paste that phone number into the text box. We need a Text this person option/button by there name/number. That opens a the text chain in the text pane, showing all past conversations with the specific person.
The absolutely ideal scenario - all of the above and Contacts Management (and let us link it to our google, apple, whatever contacts) this rolodex of contacts will allow the system to reference it for the name correctly when a random texts us that we know. (ie. If Joe Contractor texts me about a job, but he is not listed anywhere in Jobber, I need to be able to save his number as a general contact, so his name shows up instead of just a number).
