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SusanC
Contributor 2
16 days ago

Let’s Talk Invoice Follow-Ups—Email or Text?

Hi, Home Service Community!

I’m Susan, owner of The Wheelbarrow Gardener in Edmonton 🌸. Keeping up with invoicing is crucial, and Jobber has made it a breeze! But I’m curious:

"When it comes to invoice follow-ups, do you prefer using Jobber’s email or text feature, and how often do you send reminders?"

I’ve found emails work well for most of my clients, but I’m considering trying texts for quicker responses. I’d love to hear what’s worked best for your business!

  • email first and then both if no response to the email. If I have to send more than two reminders I start every other day sending both

  • In our request form we ask the lead what their preferred method of communication is (Phone/Email/Text) and we start with their preference when following up on invoices or quotes. We ultimately use all of those methods if they don't respond to the first two follow ups. This delay is not common for us, however, as we focus on recurring cleaning services and require a card on file. We have to follow up only if the card is declined for some reason.