Forum Discussion

julie's avatar
julie
Jobber Community Team
23 days ago

🎙️ Podcast Discussion: A Step-by-Step Guide for Maximizing Profit 🚀

We'll get the convo started: How do you approach upselling without feeling "salesy"? 

Earlier this week, Jobber launched 'A Step-By-Step Guide for Maximizing Profit'. 

We'd love to ✨ spark ✨ discussion around top takeaways and your own experiences!

Tuned into the episode? Share any questions or notable learnings down below 👇

  • I think there some services and/or product upsells that are less salesy in my business. For instance after doing a foundation planting install we might push the customer to invest in irrigation through us which is a enhancement upsell but we push it for the customer to have better results of the product that we just installed. While upselling say landscape lighting is harder topic and you have to be more of a salesperson because its not a need and more of a luxury over irrigation.

    • julie's avatar
      julie
      Jobber Community Team

      That’s a great point about focusing on upsells that genuinely enhance the customer’s experience or the results of your service—it feels more natural when you’re truly adding value, like with irrigation after a foundation planting. It’s interesting how the conversation shifts with something like landscape lighting since it’s more of a luxury. Do you find certain approaches work better for introducing those types of upsells, like showcasing examples or highlighting how they can elevate the property?

  • We do landscape/landscape maintenance, as a part of our conversation with prospects we offer to explain the process of completing the work themselves if they do not want to use us, this is a genuine offer and we will also recommend the products and suppliers we have found good.  When people realise what is involved in doing the work properly the conversion rate is greatly increased for those who may have been wavering. 

    Two additional unexpected benefits of this approach; first, we find that a lot of people that don't proceed with us don't pursue other quotes and often come back once they have the budget. Secondly, even when someone doesn't proceed with us, we are being referred by them anyway because we were willing to spend the time trying to help them do the work themselves. 

    • julie's avatar
      julie
      Jobber Community Team

      That’s such a thoughtful approach—offering to explain the process and recommend products really shows your genuine care for the customer.

      It’s amazing how being transparent and helpful not only boosts conversion rates but also builds trust that leads to referrals, even from those who don’t proceed immediately. Thanks for sharing this strategy—it’s a great reminder that building relationships often pays off in unexpected ways! 🙌

  • brandon-k's avatar
    brandon-k
    Jobber Community Team

    gvlandscapeLove the distinction between enhancement and luxury upsells!

    This podcast episode touches on the importance of educating customers on why going for that enhancement could actually end up saving them money in the long run (i.e. better performance/duration of initial product). Seems like this approach works for your irrigation upselling.

     

  • One issue I am experiencing since moving to jobber... speaking of up sales and maximizing profits.. We would do so much better if we could offer quotes after coming to a job.. or within a job.  The best way to maximize profits that I know of.. options.  We charge a small call out, then when arrived..  hi mrs jones.  we can fix the leak for $, we can replace that section of drainage for $$, or we can replace all that drainage for $$$.  In jobber we can't quote from within a job.. only a separate quote... we'd then need to book another job from that quote. Also the guys cant sign in to time sheets from a quote which would also be good. When we send guys to do a quote, no way to track their time be  needs to work both ways so we don't have separate invoices if we add a quote from a job.  Thoughts or workarounds??

    • jade's avatar
      jade
      Jobber Support Team

      Hey Pink Plumbing Team! Thanks for your question. I think we have a solution for you! I would recommend creating a Request first instead of a Job.

      When creating a Request you can add an on-site assessment to your calendar, similar to a Job visit. Requests are intended for the first look of the property, so you do not need a lot of details to fill them out! I also suggest starting a General timer for the duration of the on-site assessment.

      Once the onsite assessment is completed, you will be able to make a Quote straight from the Request - and can continue the workflow. Request > Quote > Job > Invoice.To learn more about the Request feature in Jobber and how to book an on-site assessment, check out this article from our Help Center.

  • Bdowns22's avatar
    Bdowns22
    Contributor 3

    I love all the info everyone is sharing. It really helps so much to read all the great messages.