How can Jobber help me grow my business?
I am a fairly new business and I am still finishing the detail of my operations. I have been using the basic plan from Jobber for my bookings but I did not find myself using the Marketing suite very much when I first purchased a plan. I believe it is because I was still figuring out how to run my business operations. My question is, what is the best marketing move for me to do as a relatively new business owner using Jobber with limited resources like funds and a small client base.
Campaigns Update
When making campaigns is there a way to build a campaign that spans multiple weeks and dates. As of now its just a bunch of emails which isn't bad. But if thats the case, it would be nice to have another column with the scheduled send date if applicable. and would be nice if we could name that particular email with the campaign name. Like right now im doing a push to capture returning customers. I have about 6-10 emails going out. But i have another which focuses on captureing christmas light customers into the mowing divsion. they are not the same emails and do have a different tone and focus. not a big deal but helps keep things organized.
Referral Credit System Is Very Lacking
This post is feedback, and a place to allow other users to leave feedback, for the Client Referral marketing tool in Jobber. The current client referral system is very lacking for a premium paid feature. We would like to see some deep functionality changes and additions immediately, since this has been around for a while now with no improvements....here is my current thoughts on what could be added or should be changed - Credits need to show in the Clients file (maybe under account balance) Staff needs to know if a credit is available or could apply for sales purposes. Currently its restricted to owners/admins in the marketing section and you can't do anything with that info anyway from there, its pretty useless. Credits need to be usable across the whole system & in the field (mobile invoices), we better for techs in the field ('hey, i see you have credit, would you like to use it on this invoice?') Credits need to be adjustable, we want to be able to add referral credits manually if we see fit. (this is especially ideal for when staff forgets to fill out the referrer entry on a job) which happens all the time. Apply credits anyway we would like (if a client has a $100 in credit, we want to be able to apply that whole amount if they have a huge invoice(s) being paid at once) the current automatic application is not good enough. Credit Amount settings ($ / % amount) should be able to be set based on Client type/tag (if the client is a Builder Partner we want to give them 10%, instead of just the $50 we give to a regular customer per lead) Option to set the Amount of credit ($/%) given based on a range of invoice value (5% for $100-500 invoice amount / 8% for $500-1000 invoice amount / etc) Option to exclude certain Clients from the referral program (we have builder partners that are on a completely different program internally, we do not want there account to also be getting other discounts). Option in Jobber websites to add a Refer A Friend button, so we do not have to rely on the email campaigns that most people don't open. Allow the client to see credits in their portal, and apply them to invoices when making payments.What is your favorite feature in Jobber? Why?
I'll go first. My favorite feature in Jobber is probably the new quote templates. This makes our selling process so much easier. It's also easier to train new sales people because we don't have to teach them how to write an entire quote. We can just teach them which template is best for the job, they are bidding.
