Every time a lead is assigned to a technician, Joby sends them an SMS and/or an email with the lead details. The exact wording, fields, and order are fully customizable. You write the message once using merge tags (like {{Lead.full_name}} or {{Lead.phone}}), and Joby auto-fills the real values for every send.

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You'll find Communication Templates in Settings. The page is split into SMS Templates and Email Templates tabs.

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This page lists every reusable message Joby uses for outbound communication. The Default Send Lead Template is the one that goes out automatically whenever a new lead is assigned to a tech.

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The SMS Templates tab is open by default. Click the pencil/edit icon on the Default Send Lead Template to open the editor.

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This is the message that hits the tech's phone. Use merge tags to auto-fill lead-specific data on every send: {{Lead.full_name}}, {{Lead.phone}}, {{Lead.full_address}}, {{Lead.job_type}}, {{Lead.service_area}}, and many more. Whatever you type stays put; whatever's in {{ }} gets replaced.

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You can rewrite, reorder, add new sections, or delete fields you don't need. SMS works best when it's short — keep the message under 320 characters so it doesn't split across multiple messages on the carrier side.

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The Available Variables panel on the side lists every merge tag you can drop in. Click Job (or any group header) to expand and see every variable in that category — lead number, contact details, address, service info, dates, and more.

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Variables are grouped: Lead/Job, Customer, Company, and so on. Your own custom fields appear here too — use {{Lead.custom_field_name}} for any field you've added in Custom Fields settings.

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The Email Templates tab lets you customize the email version of the lead notification. Subject line and body are both editable, with the same merge-tag system.

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Click the edit icon on the Default Send Lead Template to open the email editor.

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Edit both the Subject line (recommended: include the lead name or number for inbox scanning, e.g. New Lead: {{Lead.full_name}}) and the email body. Emails can be longer than SMS — include extra context, notes, and pricing if relevant.

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Same Available Variables panel, same syntax. Anything you can put in the SMS, you can put in the email — and vice versa.

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The preview shows the final message with merge tags resolved against a sample lead. Verify the wording reads naturally, line breaks look right, and the variables are pulling the values you expect before you save.

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