Send kit
Send approved follow-ups from the tools customers already trust.
CloseTheJob prepares the message. You send it from your real business account so customers recognize the thread, reply naturally, and keep the relationship warm. The admin/operator keeps the queue moving after you report back.
Review draft approvalsRecommended workflow
Review the messageCheck job details, tone, amount, and the exact ask before approving.
Copy into your existing toolUse Jobber, your inbox, or SMS thread. Customers never see CloseTheJob.
Log the replyUpdate CloseTheJob when the customer replies, pays, books, or says no.
Copy subject and body into the existing estimate thread.
SMS
Keep it short and ask for one clear next step.
Call
Use the script notes and log the commitment.
Live send-ready drafts
Copy from here after approval, then report sent/replied/booked/paid in Records.
No send-ready drafts yet.
Review approvals first, then this kit becomes the copy/send station.