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Joby Alerts: Call Secure
Joby Alerts: Call Secure

Learn how to set up reminder for your technicians to contact your clients once the job has been assigned.

Written by Uleadz Client Care
Updated over a week ago

Joby can send you pre-programmed alerts for any upcoming job you have scheduled. You can choose how and when you'd like to be reminded.

Setting up this option is simple. Follow these next steps to configurate your Joby Alert.

  1. From the left hand side menu, go to Joby and then select the option for Joby Alerts.

  2. Open the option for "Schedule tickets" and start filling up the information requested.

  3. Select which job sources you'd like this new alert to apply to (all upcoming jobs from the job sources selected will be added to the alert).

  4. Up next, select when you'd like to be notified. You can select to be notified the day before at a certain time of the day, or a certain amount of time before the scheduled job.

  5. Select which technicians (with the job assigned) you want to be reminded of the job. If you don't want technicians to be reminded, just unselect them all.

  6. Select the users you'd like to be reminded of the upcoming jobs. The alert will be sent to the phone number they have on their user profile. You can also add specific phone numbers to be reminded.

  7. Lastly, select which via you want to be reminded. You can choose between SMS, email or both. You're also able to edit the information that will be shown on the alert you receive.

  8. When you're ready, remember to scroll up and select "Save". The alert should then be activated.

    If you need further assistance, don't hesitate to contact Support.

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