The Complete Jobber Messaging Guide: Automated Reminders, Lead Capture & 24/7 AI Receptionist

How RubiConnect Bridges the Gap

RubiConnect connects directly to your Jobber account through a secure, certified cloud integration. When you schedule a visit, adjust an arrival window, or send a quote in Jobber, RubiConnect automatically triggers branded, interactive WhatsApp and RCS messages directly to your client’s mobile phone.

In Jobber vs. In RubiConnect: You and your team continue working in Jobber exactly as you do today. You dispatch technicians, book visits, and send quotes. RubiConnect runs silently in the background, serving as your 24/7 automated communication assistant.

3 Ways of Using RubiConnect with Jobber (From Simple to Advanced)

RubiConnect is designed to adapt to your operational maturity. Contractors typically adopt RubiConnect in three progressive tiers, starting with zero-friction automation and advancing to autonomous AI:

Way 1: Automated Notifications (Simplest & Instant Set-and-Forget)

The foundational starting point for every Jobber user. Your team changes nothing about their daily routine: you book visits, adjust times, and send quotes in Jobber just as you always do.

• Superior to SMS & Email: Replaces carrier-blocked shortcode SMS and ignored emails with branded WhatsApp and RCS messages carrying your official logo and verified sender checkmark.
• Sky-High Engagement: Delivers 95%+ open rates and rapid responses directly on the customer's lock screen.
• Interactive Action Buttons: Homeowners confirm appointments, review estimates, or request assistance with a single tap—no typing required.
• Turnkey Dispatch Flows: Triggers visit confirmations, 24h & 2h appointment reminders, "on our way" alerts, quote follow-up nudges, and 5-star Google review requests automatically.

Way 2: Interactive Micro-Apps (Lead Capture & Real-Time Booking)

Upgrade from one-way notifications to interactive self-service by embedding micro-apps directly inside the messaging conversation without forcing the customer to download an app.

• Omnichannel Entry Points: Customers initiate a chat by scanning a QR code on your service trucks, equipment stickers, yard signs, or printed invoices, or by clicking a chat widget on your website.
• Photo-First Requests Micro-App: Serves a streamlined intake form right in the chat. The customer provides their address, describes the issue, selects their timeframe, and uploads photos or videos of the problem (e.g., HVAC serial tags, leaking pipes, or roof damage).
• Instant Jobber Sync: RubiConnect immediately creates a new Client and a new Request in Jobber, with all photos, contact information, and notes attached ready for your estimator.
• Self-Service Booking Micro-App: Clients can choose an open service appointment directly inside the chat. The booking app is completely synchronized in real time with your Jobber dispatch calendar to avoid double-booking.

Way 3: Autonomous 24/7 AI Receptionist (Complete Natural Language Conversations)

The most advanced level. Turn on the RubiConnect AI Receptionist to let intelligent AI manage the entire conversation in natural language around the clock.

• 24/7 Instant Response: Answers customer questions at any hour regarding your service offerings, diagnostic pricing, licensing, warranties, and service territory.
• Conversational Lead Qualification: Collects customer contact details and job scopes through conversational dialogue, automatically creating clean leads in Jobber.
• Autonomous Booking, Rescheduling & Cancellations: Manages appointment scheduling conversationally. When a client asks to cancel or reschedule a visit, the AI checks live Jobber calendar availability, offers available slots, processes the change, and updates the Jobber calendar in real time.
• Emergency Triage & Escalation: Identifies urgent hazards (such as gas odors, burst water lines, or electrical sparking), provides instant safety instructions, and alerts your on-call technician immediately.
• Seamless Human Handover: Your office staff can monitor conversations in the RubiConnect inbox and seamlessly take over from the AI at any time.

Finding the App in the Jobber App Marketplace

1. Sign in to your Jobber account as an account administrator on your desktop or tablet browser.
2. In the left navigation menu of Jobber, click the gear icon (Settings) or select Apps directly from the main sidebar.
3. In the Jobber App Marketplace search field, type RubiConnect and hit Enter.
4. Locate the RubiConnect: WhatsApp & RCS Messaging card and click on it to open the official app listing page.

Initiating the 1-Click Connection

1. On the RubiConnect listing page, click the green Connect button (or Install App).
2. Jobber will present a secure permission consent screen detailing the permissions requested:

• Clients & Properties: To automatically address customers by their first name and verify service addresses.
• Visits & Schedule: To track scheduled arrival windows, calendar moves, and technician assignments.
• Quotes & Jobs: To trigger interactive quote review links and follow up on unapproved estimates.

1. Click Authorize (or Allow Access).

Instant Account Provisioning & Single Sign-On

• Once authorized, Jobber securely redirects you back to the RubiConnect console.
• New Users: Your RubiConnect organization is automatically created and tied to your unique Jobber Account ID. You do not have to fill out long registration forms or verify credit cards to start exploring.
• Existing Users: If you already have a RubiConnect login, your current organization seamlessly connects to your Jobber data feed with one click.

The Quick Setup Wizard (Under 2 Minutes)

When you land in the RubiConnect console for the first time, a single clean setup screen confirms your details:

1. Business Profile Confirmation: Confirm or adjust your company name, support/contact email, operating country region, and optional company website (prefilled automatically from your Jobber organization).
2. Messaging Channel Selection: Choose whether you want to start on WhatsApp Business or RCS Messaging (with automatic SMS fallback).
3. Industry & Primary Trade Selection: Pick your trade (Plumbing, HVAC, Electrical, Landscaping, Cleaning, Roofing, Handyman, etc.). This automatically tailors your notification copy, technician arrival alerts, and AI prompt to your trade without manual scripting.
4. Accept Terms & Launch: Agree to the Terms and Conditions and click Start.

Instant Activation & 30-Day Free Trial

• Zero-Risk Testing: Your account immediately activates on a 30-Day Free Trial with full access to test automated notifications, rich cards, and two-way messaging.
• Pre-Loaded Sandbox Credits: RubiConnect loads 50 free test credits into your sandbox wallet so you can test reminders and interactive buttons on your personal phone before messaging a single live client.
• Next Steps Guided Walkthrough: Direct shortcuts guide you to add your personal phone as a verified test device and preview your customer journey in minutes.

Safe Sandbox Testing Mode: Newly connected accounts default to Safe Testing Mode. RubiConnect provides pre-loaded test credits in your sandbox wallet, allowing you to enter your personal phone number and experience the exact customer message journey on your own device before messaging real clients.

Configuring Your WhatsApp Business Messaging Agent

WhatsApp is the premier messaging standard across the United Kingdom, Europe, Latin America, and globally, delivering over 95% open rates and immediate response times. In RubiConnect, navigate to Configuration > WhatsApp Agent to set up or manage your channel.

RubiConnect provides two flexible onboarding paths: configuring a brand-new WhatsApp Business account or bringing an existing WhatsApp number to be managed directly within RubiConnect.

Option A: Configuring a Brand-New WhatsApp Business Account

If your business is setting up WhatsApp for the first time or wishes to designate a dedicated line for client messaging:

1. In the WhatsApp Agent configuration tab, click Connect Meta Business Account to launch the official Meta Embedded Signup window.
2. Log in with your Facebook credentials. Meta will ask you to select an existing Meta Business Portfolio or create a new one for your company.
3. Select Create a new WhatsApp Business Account (WABA) and enter your official business name and category.
4. When prompted for a phone number, enter the new mobile number or direct business landline you want to register.
5. Verify number ownership by selecting SMS or Phone Call to receive a 6-digit verification code (OTP).
6. Enter the 6-digit code in the Meta prompt. Once verified, Meta authorizes the connection and returns you to RubiConnect.
7. RubiConnect automatically captures your WABA ID and Phone Number ID, registers the necessary webhooks, and activates your messaging service instantly.

Option B: Bringing an Existing WhatsApp Account to be Managed from RubiConnect (With Meta Coexistence)

If you already communicate with homeowners on WhatsApp and want to upgrade to automated Jobber dispatches, team inboxes, and 24/7 AI without changing your public phone number:

1. Seamless Coexistence (No Need to Delete Your App!): Through Meta's official Coexistence feature, you can now run the exact same phone number concurrently on both the WhatsApp Business mobile app on your phone AND the enterprise WhatsApp Cloud API in RubiConnect. You do not have to delete your mobile app, abandon your chat history, or give up your phone.

• The Best of Both Worlds: You and your technicians can still make and receive standard WhatsApp phone calls, view chats, and reply manually on your mobile phone as you always have.
• Simultaneous RubiConnect Automation: Simultaneously, RubiConnect uses the WhatsApp Cloud API to trigger automated Jobber reminders, quote follow-ups, 5-star review requests, and the 24/7 AI Receptionist. Messages sent via the API appear directly inside your mobile app's chat threads.

1. In the WhatsApp Agent configuration tab in RubiConnect, click Connect Meta Business Account to launch Meta's Embedded Signup.
2. Log in with your Facebook credentials and select your Meta Business Portfolio.
3. Choose your existing WhatsApp Business Account or create a new WABA profile under your portfolio.
4. Enter your existing WhatsApp Business phone number.
5. Meta will send a 6-digit verification code to your number via SMS or voice call. Enter the code in the prompt to verify ownership.
6. Meta links the number to the Cloud API while keeping your mobile app active under Coexistence mode. RubiConnect captures your credentials, registers webhooks, and connects your Jobber data feed immediately.

• Coexistence Maintenance Tip: Meta requires that the WhatsApp Business mobile app be opened at least once every 13 to 14 days to keep the coexistence bridge active.

1. Manual / Advanced Configuration: For enterprise contractors who manage pre-existing Meta System Users or custom Cloud API infrastructure, RubiConnect also provides manual fields to input your WABA ID, Phone Number ID, Phone Number, and Meta System User Access Token directly.

Completing Your WhatsApp Business Profile

Once your number is connected, finalize your customer-facing profile details under the WhatsApp Agent tab:

• Display Name: Enter your official business name. Note that Meta requires display name review and approval before template messages can be dispatched; ensure the name matches your legal business filings, website, or branding.
• Brand Logo: Upload a high-resolution square logo (JPEG or PNG) to serve as your WhatsApp profile picture.
• Business Bio / Description: Provide a concise description (up to 100 characters) outlining your service trade, coverage area, and emergency availability.
• Contact Details & Category: Specify your customer support email, website URL, and select your primary industry vertical (e.g., Home Services, Plumbing, Electrical).

Configuring Your RCS Messaging Agent

RCS (Rich Communication Services) is the next-generation native text messaging protocol built into Android and modern Apple iOS devices (iOS 18+). Unlike SMS, RCS transforms the customer's native Messages app into an interactive storefront. Furthermore, RCS does not rely on a telephone number for its sender identity—your messages arrive under your verified brand name with a verified checkmark shield!

To configure your RCS profile, navigate to Configuration > RCS Agent in the RubiConnect sidebar.

Automated Profile Pre-Population from Your Website

Setting up an RCS agent does not require you to fill out lengthy forms from scratch:

• Instant Website Extraction: When creating your RCS agent, RubiConnect prompts you for your company's public website URL.
• Smart Scraping: In seconds, RubiConnect scans your public website and automatically pre-populates your profile: extracting your official business name, brand logo, hero banner imagery, brand hex color code, company description, support email, office phone number, and your published Privacy Policy and Terms & Conditions links.
• Review & Refine: You can review the extracted draft, adjust copy, or swap images immediately.

Understanding the Two Phases: Free Trial Testing vs. Carrier Approval

It is vital to understand the clear distinction between testing your agent during your trial and launching your agent live to the public carrier networks:

1. Phase 1: The Test Phase (Included with Free Trial — 2-Minute Setup, No Approval Needed)

• Zero Waiting & No Approval Required: Your account's 30-Day Free Trial operates with your RCS agent in Test Phase. You do not need to submit legal paperwork or wait days for telecommunication carrier reviews.
• Set Up in Under 2 Minutes: You can activate and begin testing your RCS agent almost instantaneously.
• Up to 5 Nominated Mobile Numbers: During the Test Phase, you can whitelist up to 5 nominated mobile numbers (test devices). Nominate your personal phone, your dispatcher's mobile, or your lead technicians' phones.
• Full Interactive Experience: These nominated numbers receive the complete, carrier-grade RCS interactive experience: verified brand name header, rich appointment cards, interactive confirmation buttons, quote review links, and conversational AI triage. You can safely simulate real Jobber dispatches and see exactly what clients will experience.

2. Phase 2: Official Agent Submission & Carrier Launch (Requires Paid Subscription)

• Network-Wide Public Launch: To broadcast live messages to all your clients across public cellular networks (AT&T, Verizon, T-Mobile, Vodafone, etc.), your RCS agent must be officially launched to the carrier network.
• Requires Paid Subscription: Launching an RCS agent to public networks requires an active paid subscription with RubiConnect.
• Carrier Identity Review: Once subscribed, you submit your agent profile for official carrier approval directly within RubiConnect. Google RBM (RCS Business Messaging) and major mobile carriers verify your business identity against your registered company website, Privacy Policy, and Terms & Conditions.
• The Verified Checkmark: Upon carrier approval, your agent is officially published network-wide. All future Jobber reminders and client dispatches arrive with the coveted Verified Checkmark, protecting your brand from spam filters and guaranteeing 100% authentic delivery.

Branding Your RCS Sender Profile

Whether in testing or preparing for carrier submission, finalize your visual and contact details:

1. Display Name: Enter your official trade or company name (e.g., "Precision Heating & Air"). This appears prominently as the thread title in the homeowner's texting app.
2. Brand Visuals (Logo & Hero Banner):

• Brand Logo: Upload a clean square icon (224×224 pixels, JPEG or PNG, under 50KB). This appears as your verified sender icon.
• Hero Banner: Upload an eye-catching wide landscape banner (1440×448 pixels, 45:14 aspect ratio, under 200KB). When a homeowner taps your profile, this banner stretches across the top of the screen displaying your company truck, crew, or branded equipment.

1. Brand Accent Color: Choose your primary brand hex color code. This tints interactive suggestion chips, action buttons, and links to match your brand style.
2. Company Description: Write a crisp bio (up to 100 characters) displayed in your verified business card.
3. Direct Contact Methods: Provide at least one direct contact method:

• Support Email: Allows clients to email your dispatch desk with one tap.
• Verified Website: Direct link to your homepage or booking portal.
• Telephone Number: Powers a 1-tap "Call Office" button inside message threads.

1. Carrier Compliance & Verification (Privacy & Terms):

• Enter your Privacy Policy URI and Terms & Conditions URI (pre-filled from your website scrape), which carriers require to approve your brand.

Multi-Channel Strategy: Which Should You Use?

• North America (United States & Canada): We recommend activating RCS. It delivers native rich messaging directly to Android and iPhone users with automatic, seamless fallback to standard SMS when a recipient is outside cellular data coverage.
• United Kingdom, Europe, Latin America, & Australia: We recommend activating WhatsApp Business, as homeowners in these regions use WhatsApp as their primary daily communication tool.
• Dual-Channel Deployment: High-growth contractors can configure both channels. RubiConnect will route messages intelligently according to customer preference and channel reach.

Safe Sandbox Testing: Remember that before you send live notifications to customers, your account includes 50 free sandbox credits. You can configure either or both channels, verify your personal mobile number as a test device, and experience your full Jobber dispatch journey firsthand.

1. Visit Scheduled Confirmation

As soon as an office dispatcher or project manager schedules a visit on the Jobber calendar, the customer receives an immediate confirmation:

• Details Delivered: Date, scheduled arrival window, service line item (e.g., "Annual Boiler Safety Inspection"), technician name, and service address.
• One-Tap Actions: Homeowners can tap "Add to Calendar" or "Confirm Visit", giving your dispatchers peace of mind before the day begins.

2. Multi-Stage Appointment Reminders (The 24h & 2h Strategy)

Top-performing service companies never rely on a single reminder sent a week in advance. RubiConnect uses a 2-stage reminder strategy:

1. 24-Hour Reminder: Sent the day before the job. Reminds the customer to clear driveway access, secure pets, and ensure an adult is present. Gives them a one-tap option to request a reschedule early enough for you to backfill the dispatch slot.
2. 2-Hour Reminder: Sent on the day of the visit. Alerts the customer that the crew has packed up and is preparing to head to their neighborhood.

Automatic Rescheduling: If you drag and drop a visit to a new day or time on your Jobber dispatch calendar, RubiConnect automatically detects the change, informs the customer of the new arrival time, and recalculates all upcoming reminder timers.

3. Quote Delivery & The 3-Day Follow-Up Nudge

When you prepare an estimate in Jobber:

• Instant Quote Notification: The homeowner receives an interactive message containing the job description, quote total, and a direct link to review and sign in the Jobber Client Hub.
• The 3-Day Automatic Follow-Up: If the quote remains in "Sent" status after 72 hours, RubiConnect automatically checks Jobber and sends a polite follow-up: *"Hi Sarah, just checking in to see if you had any questions regarding the heating repair estimate we sent over. Let us know if you'd like us to reserve your installation slot!"*
• The Impact: Recaptures an average of 35% of stalled quotes without requiring awkward manual sales calls from your office staff.

4. Job Completed & Google Review Booster

Approximately 1 hour after a technician taps "Complete Visit" in the Jobber mobile app:

• The customer receives a sincere thank-you card with a direct Leave 5-Star Review button linked to your Google Business Profile, plus a private Report an Issue button for immediate service recovery.
• Reaching homeowners while their satisfaction is at its peak drastically increases 5-star Google review conversion.

How Customers Initiate the Conversation

Before a micro-app opens, customers start a conversation through frictionless entry points:

• Website Chat Button: A clean, branded "Message Us on WhatsApp" or "Chat via RCS" button on your homepage, header, or contact page. Clicking it launches the conversation instantly with a pre-filled prompt.
• Physical QR Codes: Place smart QR codes on your service vans, technician uniform cards, equipment service stickers (e.g., on water heaters or boilers), yard signs, and paper invoices. When scanned, the customer's phone opens the branded chat immediately.

The Requests Micro-App (New Leads)

When a customer initiates an inquiry, RubiConnect delivers an interactive, guided form right in the chat:

1. Photo & Video Upload: Homeowners snap photos or record short videos of the problem (e.g., the furnace model serial tag, a pooling water leak, or damaged roof flashing).
2. Problem Description & Details: The homeowner selects the equipment type and provides a brief description of the issue.
3. Preferred Timeline: They select urgency (Emergency / Today, Within 48 Hours, or Next Week).
4. Instant Jobber Synchronization: When submitted, RubiConnect instantly creates a new Client and a new Request in Jobber. All captured photos, contact details, and problem notes are attached directly to the Jobber record, ready for your dispatcher or estimator to review and convert into a quote or job.

The Booking Micro-App (Real-Time Calendar Sync)

For routine service calls, seasonal maintenance, or recurring tune-ups:

• Clients open the Booking micro-app directly in the chat to view open appointment windows.
• Real-Time Jobber Calendar Sync: The booking micro-app is completely synchronized with your live Jobber dispatch schedule. It checks available technician slots, respects travel buffers, and blocks off booked times instantly.
• Once selected, the appointment is written directly into your Jobber calendar, and the client immediately receives a branded booking confirmation.

1. Natural Language Customer Service & FAQs

The AI Receptionist talks to homeowners like an experienced front-desk dispatcher:

• Answers Service Inquiries: Explains your diagnostic fees, standard service procedures, licensing credentials, warranties, and exact service territory.
• Understands Nuance: Recognizes conversational phrasing, slang, and home service terminology without forcing customers through rigid numerical menus.

2. Conversational Lead Collection

Instead of sending a cold link, the AI can interview the homeowner conversationally:

• Asks for their service address, contact information, and specific problem details.
• Validates the data and automatically creates a new Client and Request in Jobber.

3. Real-Time Booking, Rescheduling & Cancellations

The AI Receptionist is connected directly to your Jobber scheduling engine:

• Autonomous Appointment Booking: Proactively offers open time slots from your Jobber calendar and books visits conversationally.
• Rescheduling on Demand: If a client replies to an appointment reminder saying *"I have to work late on Thursday, can we move this to Friday morning?"*, the AI checks your Jobber calendar in real time, suggests open Friday morning slots, confirms the client's choice, and reschedules the visit in Jobber automatically.
• Handling Cancellations: If a client needs to cancel, the AI processes the cancellation politely, removes the visit from the active Jobber dispatch schedule, and logs the cancellation reason for your records.

4. Emergency Triage & Escalation

Configured with strict safety protocols:

• If a customer mentions urgent emergency keywords like "gas smell", "flooding", "carbon monoxide", or "electrical sparking", the AI delivers immediate safety guidance (e.g., advising them to evacuate or shut off the main water valve).
• It immediately escalates the ticket by paging your on-call technician's cell phone with the customer's address and emergency notes.

5. Human Takeover Anytime

You and your staff maintain complete control:

• Every message exchanged between the AI and your customers appears in real time in the RubiConnect Conversations inbox.
• The moment a team member types a response, the AI automatically pauses and yields control, ensuring human staff can step in whenever personal touch is needed.

General & Setup

Do my technicians or dispatchers need to learn a new software or leave Jobber?

No. Your team continues operating entirely inside Jobber. Dispatchers schedule visits and estimators send quotes exactly as they do today. RubiConnect listens silently to Jobber webhooks in the background and handles all client messaging, confirmations, and reminders automatically.

What is the difference between the 30-Day Free Trial and a paid subscription?

During your 30-day trial, your account operates in Safe Testing Mode with 50 pre-loaded sandbox credits. You can configure your automations, connect your Jobber account, and test rich RCS and WhatsApp experiences immediately on up to 5 nominated test devices without waiting for carrier review. To broadcast live automated messages across public cellular networks to all your customers, you activate a paid subscription plan.

Can I run both WhatsApp Business and RCS simultaneously?

In the RubiConnect console, you designate a Preferred Channel (WhatsApp Business or RCS Messaging) that handles your active Jobber automated dispatch flows. You can configure and maintain profiles for both channels, switch your active preferred channel at any time under Settings, and deploy entry points (QR codes, website buttons) for both. When RCS is your preferred channel, it automatically falls back to standard SMS for devices without RCS support.

WhatsApp Business & Coexistence

Can I keep using my existing WhatsApp number without deleting my WhatsApp Business app?

Yes. Thanks to Meta's official Coexistence feature, you can run the exact same business telephone number concurrently on both your smartphone's WhatsApp Business app and RubiConnect's Cloud API. You do not need to delete your mobile app or lose your chat history. You can make and receive phone calls and reply manually on your phone, while RubiConnect automates your Jobber notifications and 24/7 AI Receptionist in the background.

What happens if a customer calls my WhatsApp Business number?

Because your WhatsApp Business mobile app remains active under Coexistence mode, incoming WhatsApp voice calls ring directly on your smartphone just like before.

Why does Meta need to review and approve my WhatsApp Display Name?

Meta requires display name approval to protect consumers from impersonation and spam. Your display name must clearly reflect your legal business name, brand filings, or website domain before automated messaging templates can be dispatched.

RCS Messaging & Carrier Verification

Why doesn't RCS require a telephone number for its sender identity?

RCS Business Messaging (RBM) is tied directly to your verified corporate brand identity rather than a 10-digit phone number. Messages arrive under your official business name with your verified logo and Carrier Verified Shield, eliminating carrier spam blocking.

How can I test RCS before official carrier approval is granted?

During the Test Phase, you can whitelist up to 5 nominated mobile numbers (test devices) in the RubiConnect console in under 2 minutes. Nominated devices receive full, carrier-grade RCS interactive messages immediately, allowing you to test your reminders, quotes, and AI receptionist before public launch.

What happens if a customer's phone does not support RCS or is out of mobile data?

RubiConnect features automatic, intelligent SMS fallback. If a customer is on an older mobile device or outside data coverage, your message is automatically delivered as a clean, compliant text message so no homeowner is ever left uninformed.

Jobber Automations & Schedule Changes

What happens if I drag-and-drop or reschedule a visit on the Jobber calendar?

RubiConnect detects the change within seconds via real-time webhooks. It automatically updates the customer with the new arrival window and recalculates the scheduled 24-hour and 2-hour reminder timers for the new date and time.

What happens if I delete or cancel a job in Jobber?

RubiConnect receives the cancellation event instantly and cancels all scheduled notification timers. No further reminders or follow-ups will be dispatched to that client.

Why didn't my customer receive their automated appointment reminder?

Check the Operations > Dashboard tab in your Jobber Console, where recent dispatch activity and delivery statuses are logged in real time. The four most common causes are:

1. Landline Number: The contact telephone in Jobber is a landline rather than a mobile phone capable of receiving rich messages or SMS.
2. Missing Country or Area Code: The phone number in Jobber lacks a valid area code or international dial code (+1 for USA/Canada, +44 for UK).
3. Prior Opt-Out (STOP): The customer previously replied STOP to opt out of messaging.
4. Unscheduled Visit: The visit in Jobber was created or saved without a scheduled date or time window.

How do customer opt-outs work?

RubiConnect provides strict, automatic compliance. If a client replies STOP, UNSUBSCRIBE, or CANCEL, the system immediately unsubscribes them from automated notifications. If they text START or UNSTOP, messaging is re-enabled.

Interactive Micro-Apps & AI Receptionist

Do customers need to download an app to submit photo leads or book appointments?

No. RubiConnect micro-apps (the Requests App and Booking App) open directly inside WhatsApp or RCS as an interactive lightweight sheet. Customers take photos, choose times, and submit in seconds without installing anything from an app store.

Can the AI Receptionist book appointments when our office is closed?

Yes. The 24/7 AI Receptionist connects directly to your Jobber scheduling engine (configured via permission switches in the AI Receptionist tab). It can check available times, offer open slots to homeowners, confirm their choice conversationally, and create the visit directly in your Jobber calendar.

How does the AI handle true emergencies or questions it cannot answer?

If a homeowner reports a critical hazard (gas smell, water leak, sparks), the AI provides immediate safety guidance and pages your on-call technician's cell phone. If a question falls outside its knowledge base, the AI flags the chat for human attention. Your office staff can open the conversation in the RubiConnect inbox and reply at any time, which automatically pauses the AI.

Template Customization & Review Generation

How does RubiConnect know which technician is assigned to a visit in Jobber?

RubiConnect synchronizes technician assignments directly from your Jobber dispatch calendar via webhooks. When you assign a team member to a visit in Jobber, RubiConnect captures their name and dynamically inserts it using the token {{jobber_tech_name}}. Your arrival confirmations and "on our way" notifications can personally introduce the technician by name so the homeowner knows who to expect.

Can I customize the wording and timing of the automated message templates?

Yes. Under Messages in the RubiConnect console, you can fully customize the copy of every notification stage, toggle specific flows on or off, and fine-tune trigger timing (for example, adjusting a 24-hour reminder to 48 hours or customizing the wording of your 3-day quote follow-up nudge).

How do Google Reviews get collected automatically after a completed job?

Through the Google Review Booster automation (reviewBooster), RubiConnect waits a preset buffer period (defaulting to 1 hour after a visit is marked completed in Jobber) and sends an interactive feedback card. The card features a direct Leave 5-Star Review button linked to your Google Business Profile, plus a private Report an Issue button so any dissatisfied client can share feedback directly with your team before posting publicly.

Team Collaboration & Inbound Inquiries

Can multiple office dispatchers use the RubiConnect Conversations inbox simultaneously?

Yes. Team members with access to your RubiConnect account can open the shared Conversations inbox concurrently from their browsers. Staff can monitor incoming customer messages in real time, view photos submitted through the Requests app, read complete dispatch histories, and send manual replies. Whenever an office member types a reply in a customer thread, the 24/7 AI Receptionist automatically pauses and yields control to the human staff member.

What happens if a homeowner texts back asking a question while an automation is running?

When a customer replies to any automated notification, their reply appears instantly in your RubiConnect Conversations inbox. If the 24/7 AI Receptionist is enabled, it responds to their inquiry intelligently in natural language; if the AI is turned off, the thread displays an unread badge on the Operations > Dashboard under Needs Attention, alerting your office team to reply manually.

Credits, Security & Physical Distribution

How do message credits and billing work once the free trial ends?

Every automated dispatch or AI conversational message consumes credits from your account balance. Your 30-day trial includes 50 free sandbox credits. When upgrading, RubiConnect provides dedicated plans (such as Starter with 300 monthly credits and Pro with 1,200 monthly credits and the AI Receptionist), with flexible wallet auto-top-up options to ensure uninterrupted client dispatches.

Can I generate QR codes for my service vehicles, technician cards, and yard signs?

Yes. Under the Entry Points tab (in the Configuration menu), you can download high-resolution QR codes linked directly to your WhatsApp or RCS messaging channel with customizable starter message presets (such as *"Request Service"* or *"Book Appointment"*). You can print these QR codes on truck decals, yard signs, invoices, technician business cards, and equipment service stickers.

Is customer data secure and compliant with privacy regulations?

Yes. RubiConnect enforces enterprise-grade security with end-to-end encryption in transit (TLS 1.3) and at rest (AES-256). All integrations with Jobber and Meta utilize certified OAuth 2.0 authorization, and each organization's data is strictly isolated by account ID. RubiConnect complies with CCPA, GDPR, and TCPA standards, and never shares or sells customer information.