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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. 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. 2

    One-tap contact

    Every client page has click-to-call and click-to-email, so their details are always one tap away.

  3. 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. 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. 5

    Save once, use everywhere

    Hit Save all and every future quote, invoice and reminder uses your words automatically.

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