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Jobber AI Receptionist
Who else is using Jobber's AI Receptionist for overflow and after-hours support? We recently implemented it, and while it's not flawless yet, we're finding it to be a game changer compared to traditional voicemail. It's handling calls more efficiently and providing a smoother experience for both our team and clients. I’d love to hear how others are utilizing this feature, what has worked well for you, and what challenges have you encountered? Any tips?
Referral Feature - Choosing incentive structure
What incentive option are you all finding works best; percentage-based vs. set dollar amount? I'm curious about what others are doing to spread the word about this new referral system to existing clients and prospective clients (aside from the email campaigns within Jobber)Jobber Campaigns Tips and Tricks
I love the Campaigns feature. I build a newsletter with it every month and I only sent it to clients to haven't booked with us for over 4 years at first, then each month I drop the months since serviced section down to raise the number of past clients reached. I do this so I don't overwhelm the phone lines, and eventually I will just have all the clients get it each month. I also tag my unsubscribe clients so they will never get a newsletter in the future, since right now each month is a one off campaign. I can adjust the filters to keep them out of the loop. I wish there was a way to add a gif file though. I add Before and After pics that I edit together on Canva, which is doing the trick for now to get the point across. One more tip that I've been playing with for my newsletters is using Dall.e on Chat GPT to create a header image that will be specific to our industry. I'd love to hear any other tips and tricks!
What do people think of the Jobber Websites?
My website is 15 years old & needs an update, I rank #2 in my area currently but still wouldnt say it generates much work. Most of our work is gov contracts & other work comes through word of mouth. Would you use the Jobber website, I use Jobber for everything else.Email Templates
It would be hugely beneficial if Jobber had the ability to create different email templates that could be selected when sending, quotes, invoices and emailing clients. Sometimes depending on the quote we need a different opening email when sending and currently have to delete the template message and write or copy and paste a different one. Seems like a basic function that our previous CRM had but would reduce admin massively and add huge benefit when sending communication to clients. We had around 3-4 template emails for quotes, invoices and generic and all we had to do on our previous CRM was select the template from a dropdown
Reviews
I have started using the new Review feature on the invoices. We have already gotten a couple of reviews, and the ability to respond is great. The only issue is that we want to restrict who receives these invites. It seems like this option should be at the customer level and not only at the invoice level. We want to limit our commercial and industrial customers from receiving these. Any suggestions?
Referral Program/Auto Payments
We like the Referral Program but have one major issue: credits aren’t automatically applied to recurring clients. We have to apply them manually each time. We've given feedback to Jobber and hope they address this. If anyone else has noticed this, please reach out to Jobber; the more voices, the better chance of a solution.
Are you Sleeping on Jobber's Add-Ons?
Guys! i just want to say - DO NOT sleep on all the extras! I've been feeling like i wasn't getting a lot out of Jobber as I was only using it as a scheduling and invoicing platform, but I've been quite focussed on scaling my cleaning company lately, so i decided to start using more features Jobber has to offer... Im impressed! I didn't know i was missing out on so much! the email marketing, referrals, and google analytics are incredible! worth every penny! I've seen mixed reviews on the AI receptionist... should I add that on as well? I do Google LSA (pay per phone call) and I'm a bit nervous about having AI take those calls...
Automated Campaigns in HVAC
We'd like to start using the automated campaign feature to contact our clients when they're due for servicing, and I'm wondering if anyone has done this with their HVAC business so far and has some tips on how to set it up. Tags seem to be the best way to sort clients in Jobber but how do you tag or sort clients so the right clients are getting the right reminder at the right time? Thanks in advance!
