For those of you managing a large number of recurring customers, how do you decide which accounts actually need a price increase and by how much? Do you look at labor time, job costs, margin, how long it’s been since the last increase, or mostly apply a general percentage? I’m especially curious how cleaning businesses with hundreds of recurring clients handle this today.
Personally I would do this by margin. I have a dashboard of my jobber clients and I can see what margin they are all at for the year. If someone is lagging then they need a price update.
That’s exactly the kind of workflow I was curious about. Is that dashboard something you built yourself from Jobber data, or is it a Jobber report / third-party tool?And when you see a client lagging on margin, do you manually calculate the new price needed to bring them back to your target margin?
Yes, this is a dashboard I built in Base 44. It connects to Jobber's API and pulls any kind of data that I prefer and shows it to me in a way that I like. It's constantly updated because it's connected to the API. I really need to do a YouTube video on this. Keep an eye on my channel. It's called Tech Stack for the Trades, but really I just post a lot of Jobber content.
When I see a client lagging on margin, I'll usually have a conversation with my team and try to find out why. Typically, it is a disorganized contractor. The team will tell me they are making too many trips or the site isn't ready for them, this kind of thing. After that, you can either have a chat with that contractor or just start upping their prices to gain some of that margin back.
Did you see the new price book feature drop in Jobber labs?
Also, I haven't done this, but I would maybe check with Jobber AI. I'm going to try it right now. I wonder if you can ask it, "Hey, show me my gross margin by client over the last year of my top 20 revenue clients."
I'll see if it'll do it.
