Gift Card Workflow/Integration
Hey all, I want to offer Christmas Gift cards to my client list. Last minute? Yup! But there's a long cold season where we won't be doing much work staring at us. Anybody have a good system for ...
Forum Discussion
Hey Darren,
One option that can work well for tracking gift card details in Jobber is Custom Fields. You can add a custom field to the client, request, job, or invoice to capture details like gift card amount, issue date, and remaining balance.
The nice part is that custom fields can show up in reports when you add them as a selected column, so you can filter and export a list to track what is outstanding and what has been redeemed.
Have you tried using custom fields for this yet, or are you hoping to manage the full gift card purchase and redemption process through an integration as well?