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
A simple but effective way to do this would be to send an email blast out to your client list mentioning the sale, gift card, loyalty discount, promotion, etc. You can mention some type of verbiage stating that this applies to anyone that schedules work by the end of the month, for example. Then when people reach out and mention the promotion, you can manually apply this to their quote or invoice.
You may also be able to automate this by using the referral feature in Jobber. You can set it up so that there will be an automatic credit of a certain amount (or percentage) applied to their account.