Answers for ToolDesk + Jobber workflows.
Browse setup guides, campaign instructions, automation walkthroughs, billing references, and compliance docs for ToolDesk + Jobber workflows.
DNS Setup for Custom Sending Email
How to add records to your domain so you can emails from the email of your choice through ToolDesk.
Browse by section
Sections are grouped by workflow so customers can find answers quickly.
Getting Started
1 articleAccount setup, Jobber connection basics, and the quickest way to get ToolDesk running.
Billing
1 articleHelp articles covering billing in ToolDesk.
Campaigns
2 articlesHelp articles covering campaigns in ToolDesk.
Flows
1 articleHelp articles covering flows in ToolDesk.
Sms Compliance
2 articlesHelp articles covering sms compliance in ToolDesk.
Latest updates
The newest help docs land here automatically.
DNS Setup for Custom Sending Email
How to add records to your domain so you can emails from the email of your choice through ToolDesk.
How to create an Email and SMS Campaign
How to create an Email and SMS Campaign in ToolDesk.
How to use Filters in ToolDesk
How to use Filters in Campaigns & Flows
How to manage communication preferences in ToolDesk
How to manage SMS and Email communication preferences in ToolDesk
How to create a Flow
How to create an email and sms Flow in ToolDesk
Terms of Service & Privacy Policy templates for your website
Use these templates to easily generate Terms of Service and Privacy Policy for your website to ensure SMS compliance.