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Configure SMS Sender Logic

Set your default SMS sender and per-service-type sender numbers so the right line is used for every text.

Written by Sophia Martinez

SMS Configuration controls which of your phone numbers sends each text to a customer. Joby picks the right number based on the customer's service type history, falling back to your default if no match is found.


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1. Open SMS Configuration

You'll find it at Settings → SMS Configuration. This page controls which phone number sends SMS to customers based on context — the customer's service type history, or a default fallback.

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2. Pick a Default From Number

The Default From Number is used when no service-type match exists — for example, a brand new contact or someone without any leads in the system. Pick the number you want as your general SMS sender.

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3. Save the default

Hit Save. The default is now live for all SMS sends that don't match a more specific rule.

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4. Configure Service Type SMS Numbers

Below the default, the Service Type SMS Numbers card lets you map a sender number per service type. When a customer has an open lead with a specific service type (HVAC, plumbing, locksmith), Joby uses the matching number instead of the default.

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5. Open the dropdown for a service type

Click into the dropdown next to any service type and pick which number to send from for that category. Useful when you want service-specific branding or want to route SMS replies to a specific team.

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