Forum Discussion

CrystalW's avatar
CrystalW
Contributor 2
12 months ago

Automated Campaigns in HVAC

We'd like to start using the automated campaign feature to contact our clients when they're due for servicing, and I'm wondering if anyone has done this with their HVAC business so far and has some tips on how to set it up. 

Tags seem to be the best way to sort clients in Jobber but how do you tag or sort clients so the right clients are getting the right reminder at the right time? 

Thanks in advance!

campaigns
hvac

1 Reply

  • krista's avatar
    krista
    Jobber Support Team
    12 months ago

    Hi CrystalW, that is a great question! It ultimately comes down to what works best for your business. Some of our customers like to break out their client list by when they joined, like “fall 2019.” Some use tags to mark what quadrant of the city a customer is. Some Jobber Clients will use specific services with either line items or tags to organize their client lists.
    What kinds of Campaigns are you going to create?