Forum Discussion

FreshV1bes's avatar
FreshV1bes
Contributor 2
2 months ago

Short Code for Client Hub?

I'm building a subscription service "house cleaning lite" business using Jobber. Jobber isn't really built for this (but I think it should work on doing so, as subscription services are growing like crazy!)

I've found a way to skip the "Quote" part of the process - we have flat fees for our services, so this extra step was keeping people from completing the purchase process. 

So when I get a request, we turn it straight into a job. But I want their payment information updated in the Customer Hub before we go out, so that their card is automatically charged upon completion of the work.

Ideally? Jobber would create an ability to capture payment info on the Request form, adding it to the Client Hub in that first step. If someone completed the form, they would be my customer.

For now? I really can't understand why there isn't an "Insert Variable" shortcode for the Client Hub. I have to use the full code in my Job confirmation email, and it looks clunky and ugly. 

Support, can you fix this? Other folks, how do you handle this? Thanks for any help.

cleaning
  • ryaantuttle's avatar
    ryaantuttle
    Jobber Ambassador
    2 months ago

    We created a recurring revenue stream with over 90 paying customer utilizing Jobbers "Recurring Jobs".
    Jobber also has the ability to scale with multiple locations, so feel free to reach out if I can help in anyway.
    It's been HUGELY successful for us! FreshV1bes 

    • FreshV1bes's avatar
      FreshV1bes
      Contributor 2
      2 months ago

      ryaantuttle- totally - we're using the "Recurring Jobs" feature for our subscription service, which is great. But from a customer perspective, our form is ugly - I wish Jobber would create something prettier. I actually apologize on the form itself ["We know the form you are about to fill out isn't winning any beauty contests. :)"] https://freshenmyhome.com/book-a-cleaning-form/ And, as I mentioned, I wish we could capture credit card info on the first pass.

  • seanwatkins479's avatar
    seanwatkins479
    Contributor 2
    2 months ago

    Im in the same boat. As a handyman business, some services are flat rates and set amount of time, e.g garbage disposal install is $150 and 90 minute block on calendar.  But, new clients have to submit a request first rather than inputting there payment details and booking online directly.  Haven’t figured out a way around it.