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 offering/tracking gift cards within Jobber or with a solid integration?
Best,
Darren
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?
SendJim is a Jobber integration that might be able to help with this: https://secure.getjobber.com/app_marketplace/sendjim
Otherwise I imagine you could use tags to help with something like Tremendous that Julie mentioned below, but I know you're the tag master so you've probably thought of that!
Hey Darren! Awesome to see a familiar name in the forum
Although it doesn't integrate with Jobber, have you checked out Tremendous?
We use this platform all the time + it's super easy to use
