The Visit Created workflow template in Chatavise automatically schedules a reminder in Jobber whenever a new visit is created. This ensures every visit — including recurring visits and multi-visit jobs — has a reminder attached without any manual effort from your team.

This guide walks you through how to install the Visit Created workflow, customize the reminder message and timing, and turn it on when you're ready.

What the Visit Created Workflow Does

In Jobber, a single job can have multiple visits — especially for recurring services or jobs that span several days. The Visit Created workflow ensures that every visit triggers a reminder automatically.

By default, this workflow:

  • Listens for the Visit Created event from Jobber
  • Schedules a Jobber reminder to be sent one day (24 hours) before the visit start time
  • Uses the arrival window you've configured in Jobber

How to Install the Workflow

  1. Navigate to your Jobber integration page in Chatavise.
  2. Locate the Visit Created workflow template.
  3. Click Install.

The workflow is now installed but not yet active. This gives you a chance to review and customize it before turning it on.

Reviewing the Workflow Design

  1. Click on the newly installed workflow to open it in a new window.
  2. Select the Design tab to view the workflow structure.

You'll see the Visit Created event as the trigger, followed by a Jobber action that schedules a reminder. If you want to learn more about how workflows function, click the Learn How To button inside the workflow editor.

Customizing the Reminder Message

To edit the reminder content:

  1. Click the Edit button on the Jobber reminder action.
  2. Modify the message text as needed.

The default message includes several message variables that pull data directly from Jobber:

  • First name — the customer's first name
  • Business name — your company name
  • Order date — the scheduled visit date
  • Arrival window — the time range set for the visit in Jobber

You can add, remove, or rearrange these variables to match your preferred messaging style.

Adjusting the Reminder Timing

By default, the reminder is sent one day before the visit start time. To change this:

  1. Click Edit on the reminder action.
  2. Select the Delay tab.
  3. Adjust the timing — for example, two days before or a few hours before.
  4. Click Save when you're done.

Activating the Workflow

Once you're satisfied with the message content and timing:

  1. Toggle the workflow On using the switch at the top of the workflow editor.
  2. The workflow is now live and will trigger automatically whenever a new visit is created in Jobber.

Related Resources

Need Help?

If you have questions about configuring this workflow or need assistance with customization:

  • Click the Help button inside Chatavise
  • Contact the support team directly

The Chatavise team is happy to help you get your Jobber workflows running smoothly.