Set it up once. Stop doing it manually.
Appointment reminders, job confirmations, invoice follow-ups, review requests — set up automations once and JobyDesk handles all of it. No more forgetting, no more manual sending.
Automations that actually fit your business
Flexible rules you configure to match how your business actually runs.
No-code automation builder
Build automations by choosing a trigger and one or more actions. No coding, no IT team. If you can click a checkbox, you can build an automation.
SMS and email delivery
Every automated message can go by SMS, email or both. Customize the message content, timing and delivery method for each automation rule.
Custom message templates
Write your own message templates using placeholders like {customer_name}, {job_date} and {tech_name}. Every message feels personal — not like a robot sent it.
Timing control
Trigger automations immediately, after a delay or at a specific time before or after an event. Send reminders 24 hours before, follow-ups 2 days after.
Conditions and filters
Only trigger automations for specific job types, service areas or customer groups. Send different follow-ups for commercial vs residential customers.
Automation activity log
See every message sent, every automation triggered and every action taken. Know exactly what your customers received and when.
Build an automation in 2 minutes
Pick a trigger, add actions, customize the message and save. No developers, no complicated workflows, no training required.
- ✓Choose when it triggers — job created, completed, invoice unpaid
- ✓Pick the action — send SMS, send email, create task
- ✓Write your message with smart placeholders
- ✓Set a delay — immediately, after X hours, X days before
- ✓Save and it runs automatically from that moment on
“I set up 6 automations on a Sunday afternoon. Reminders, job confirmations, invoice follow-ups, review requests — all of it. I have not had to manually send a single reminder since. It just runs.”
Stop doing manually what JobyDesk can do for you
Start free and set up your first automation in under 5 minutes.