How to disconnect financials from texting
I have found an issue that I think would be very easy for Jobber to fix, but is currently super annoying in my business. I want my team members (technicians) to have the ability to text our customer...
Forum Discussion
They can send an on my way text from the field but the actual two way texting shows all text communications between your business and the customer. This includes access to quotes and invoices as well as client hub. Most texts you send through Jobber sends the link with it.
I believe the reason for allowing your staff to see these items in Jobber as a default setting is to make you aware of the fact that they will have access to this type of information if they have access to the two way texting. I don't think it is a simple fix without impacting the customers experience or the functionality of the feature.