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CLOSED GIVEAWAY: If you could automate one thing in your business, what would it be?
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🔹 Step 1: Answer the question 👉 If you could automate one thing in your busi...
More follow up options for sure! Quantity and more flexibility in the conditions.
Pick monthly and weekly reports to be emailed to us with specific conditions like: Total invoiced, Total received, etc.
Daily total amounts to be displayed in the schedule at the top of each day based on the users we have selected to be visible. That's how we like to schedule our work loads for the majority of the crew, so when we don't have our route guys displayed on our schedule view, we can show how much the rest of the company is planning to invoice for the day.
Within the variables across the whole Jobber platform, it would be nice to have the "Custom Referral Code" as a variable to insert into any text or email.
Speaking of referrals, it would be nice to set a threshold for the amount of discount like 10% off up to $50
