How to set up automated yearly service reminders in Jobber?

Question

I know I’ve seen this come up before but as a service based industry, I rely heavily on repeat customers.
I’d like to remind a customer about 11 months after they book with us that their service is coming up.
The work around is that I can set them up as a recurring customer and have it remind them that their schedule is coming up a month before the scheduled date.
My issue with that is one, I have to wait for paperwork for the customer, and two, I don’t like to have to stay on top of seeing if customers actually still want the service.
I want reminders sent via email and txt automatically after 11 months (Not a year) and then they can reach back out to us when they get paperwork in for scheduling.
There’s got to be a way for Jobber to do this and I can’t seem to figure that out.&nbsp;

jade · Answer

Hey David! Thanks for the question, the easiest way to do this in Jobber would be with our Campaign Marketing tools!

You can create an automated Campaign that targets your specific clients 11 months after their service, and send them an email reminding them of their service! Here is more information on this.

If you have any questions, please reach out to our Success Team 888-721-1115 ext 1

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How to set up automated yearly service reminders in Jobber?

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