Draft a client message
draft_client_messageCompose a review-ready email or SMS for Jobber clients with verified invoice, balance, due date, and overdue facts; nothing is sent or written to Jobber.
Instructions
Compose a DRAFT message (email or SMS) to a client, enriched with facts pulled live from Jobber (invoice number, balance owing, due date, days overdue, client name). Nothing is ever sent or written to Jobber - the draft is returned for human review. Provide message if you already wrote the body (the tool attaches verified facts); omit it to get a template based on purpose.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tone | No | Desired tone, e.g. "polite but firm" (default "friendly, professional") | |
| signer | No | Sign-off name/company | |
| channel | No | Draft format (default email) | |
| message | No | Pre-written body from the assistant; used verbatim if provided | |
| purpose | Yes | Why this message exists | |
| client_id | No | Jobber client ID - resolves the client's name | |
| invoice_id | No | Jobber invoice ID - pulls amount/due-date facts (payment reminders) | |
| key_points | No | Points the message must cover (used by templates) |