Forum Discussion

marcsappliance's avatar
marcsappliance
Contributor 2
4 days ago

How can I automatically send an SMS to customers when their ordered part arrives?

I have been trying to use some automation to help with a workflow related to parts.  We are an appliance company, and often need to order parts.  What I am looking to do is when parts arrive, we generally put a note in the job saying parts in.  I would like to try automation that when we say part is in, we send an SMS to the customer saying the part is in and to go to our booking link to setup a return visit.

I have tried using integrations like Zapier to Twilio, but cant seem to get it to work based on notes in the job being updated.  

Anyone else get a workflow like this working?

appliance repair

4 Replies

  • HUGEHandyman's avatar
    HUGEHandyman
    Jobber Ambassador
    3 days ago

    You would need to utilize job tags and another texting platform. I know with Chiirp, you can do something like that. Pretty sure you can do it with go high level also. Jobber does so much, but those job specific automations need to be done by another program. As far as I know, Jobber's automatic texts are mostly for sales and appointments. You may be able to mess around with a certain type of appointment and a tag, but that's the only thing I can think of. 

  • PestFreeCanada's avatar
    PestFreeCanada
    Contributor 4
    4 days ago

    Maybe a work around would be an "after the fact" automation. Once you have changed a status to "part in" then it sends a message to the client? Or maybe add it as a note and when a note is added, then its like a conversation thread with a client that tells them they have a new message?

    • marcsappliance's avatar
      marcsappliance
      Contributor 2
      4 days ago

      Are these options within jobber itself or with external integrations?  I think I follow that its within jobber, so where would status change, at the job level?  And for notes would that be visit notes that are viewable by customer?

      • PestFreeCanada's avatar
        PestFreeCanada
        Contributor 4
        3 days ago

        Hey! Sorry for the late reply. I am not sure this an option in Jobber I was just kind of thinking out loud. I am sure if you speak to someone in the support department, there has to be some sort of communication with a customer section? Again, thinking out loud!