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Managing Clients1 min
Client Communication & Templates
Email and SMS are built in — customise the templates Jobbit uses when you send quotes, invoices and arrival messages.
Step by step
- 1
Built-in email and SMS
No setup needed — when you send a quote or invoice, Jobbit emails it with a payment link, and can text clients you're on the way.
- 2
One-tap contact
Every client page has click-to-call and click-to-email, so their details are always one tap away.
- 3
Open Templates
In Settings → Email & SMS templates you'll find every message Jobbit sends: quote emails, invoice emails, SMS arrival messages and reminders.
- 4
Make them yours
Edit the wording to sound like your business. Insert variables like {client_name}, {total_amount} and {payment_link} — they fill in automatically.
- 5
Save once, use everywhere
Hit Save all and every future quote, invoice and reminder uses your words automatically.
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