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 t...
Forum Discussion
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?