Field service

Jobber

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

What you can do

  • Text a client from your own number when a visit is booked.
  • Text yourself each new request so you can quote it quickly.

How it connects

  • Zapier

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

    Zapier in the docs

Recipes

Two recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Confirm booked visits

Starts when

When a visit is scheduled in Jobber

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

The text it sends

Hi {{first_name}}, this is Luis from Greenline Lawn. You’re on the schedule for {{date}}. Reply here if you need to change it.

From your own number

02With Zapier

Text yourself each new request

Starts when

When a client sends a request in Jobber

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

The text it sends

New request from {{client_name}} ({{phone}}): {{details}}

From your own number

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