Howdy! How do you guys keep track of annual price increases? It looks like we can set an invoice reminder but I worry that will get lost in a sea of daily invoice reminders. Currently we use internal notes but we continue to miss accounts. We're issuing about 30 increases every month. Would love your ideas!
We give 45-60 days' advance notice of the annual price increase. Take it for what it's worth, but I wouldn't rely on the invoice increase as the sole notification of the price change. It could go over poorly with some...
wesleyparkerAll price increases should be done incrementally and can easily be tracked with Zapier and Google sheets. I hope that helps!
From within Jobber, Tasks can be assigned to a client account with due dates and can be assigned to a responsible team member.
We are in residential cleaning with a focus on recurring customers.
Originally, when we setup a new client we were setting their recurring work to END when the pricing review was due - this would allow us to see who needed attention right away within the dashboard/client report. This proved problematic, so I don't recommend. One of the issues with this method is this is the appointment would drop off of the schedule so their "spot" could easily be overlooked/filled. Also, with this method any Service Frequency changes (maybe they went from weekly to biweekly, or from Tuesdays to Mondays) were reset back to original when extending the "end" date - so when the job was updated with the new price, the future schedule was incorrectly altered. There was also a problem with this plan when working within the Job if we were trying to make the change effective for a future date - not with the very next appointment upcoming. Also, we don't want to change the job start date and lose churn rate data.
So instead, when creating a new client we set a Task for the date the review is due (one year from start) and set the recurring job out 10 years - (If jobber would add a "no end date" option, that would be best). When the new pricing review is ready: From the Schedule view choose the first appointment this will apply to, add the new line item, delete the old, save and apply changes to future visits FROM THE APPOINTMENT. Doing this updates the job with the new pricing while keeping the old record showing the increases over time.
