Recipes

Jobber recipes

Text clients when a visit is booked and when you’re on the way.

Two recipes for Jobber. Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.

How Jobber connects

Zapier: BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

Confirm booked visits

Part	What it is
Trigger	When a visit is scheduled in Jobber
Action	BlueBot’s Send Text action
Connects through	Zapier

Steps

Start a Zap with Jobber’s trigger for a new visit.
Add BlueBot’s Send Text action and map the client’s phone to To.
Write the text with the visit’s date mapped in.

Map the fields

BlueBot field	Map it to
To	The person’s mobile number from Jobber. US numbers can leave off the +1.
Text	Hi {{first_name}}, this is Luis from Greenline Lawn. You’re on the schedule for {{date}}. Reply here if you need to change it.
`{{first_name}}` in the text	Jobber’s first name field.
`{{date}}` in the text	Jobber’s date field.
Metadata	`source` set to `jobber`, and `record_id` set to the record’s id, so the status and reply webhooks for this text can find the record again.
Service	Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.

Test it

Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Jobber’s field back into To and turn the Zap on.

Text yourself each new request

Part	What it is
Trigger	When a client sends a request in Jobber
Action	BlueBot’s Send Text action
Connects through	Zapier

Steps

Start a Zap with Jobber’s trigger for a new request.
Add BlueBot’s Send Text action with your own number in To.
Put the client’s name, phone and what they asked for in Text.

Map the fields

BlueBot field	Map it to
To	The person’s mobile number from Jobber. US numbers can leave off the +1.
Text	New request from {{client_name}} ({{phone}}): {{details}}
`{{client_name}}` in the text	Jobber’s client name field.
`{{phone}}` in the text	Jobber’s phone field.
`{{details}}` in the text	Jobber’s details field.
Metadata	`source` set to `jobber`, and `record_id` set to the record’s id, so the status and reply webhooks for this text can find the record again.
Service	Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.

Test it

Before you turn it on

Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them. Stop words
A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit. Holds
Jobber with BlueBot on the integrations page says what else the two do together.