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 are you doing right now to make the phone ring for your business?
what is your go to advertisements or sales tactics to get lead generation? We have been in business for over 17 years now servicing the Tampa bay area and this year has hit us the hardest. I am an isa certified arborist and I do engage in networking and community events but despite our best efforts we are still experiencing a lack of leads. I don't want to just throw money at the wall but we are running out of options. what are some things that are working for you?You Get One Billboard.....
If you had one billboard for your business, just a few words seen by thousands of people every day, what would it say? The one message that really explains what you do best and why a customer should choose you over anyone else. Think about what makes your business different, what your best customers appreciate most, or what you wish people understood right away when they hear your name. Looking forward to seeing everyone’s answer!
Are there any car detailers on Jobber?
Hello Jobber community, I’m Zane Smith, a 21-year-old business owner based in Broward County, Florida, and co-owner of Spray Wipe Wash alongside my partner, Niwangee Nicolas (22). We run a luxury vehicle detailing company built around dealership-level standards. Over the past six years, I’ve specialized in detailing Mercedes-Benz, Porsche, Lamborghini, and other high-end and exotic brands, working directly with those dealerships. That experience shaped how we operate Spray Wipe Wash today—every vehicle gets treated like it’s sitting on a showroom floor, not in a driveway. While our core focus is luxury automotive detailing, we’re actively expanding into boat, plane, and residential detailing to offer a full premium care experience for our clients’ entire portfolio of assets.We’re new to Jobber and I’ve noticed there aren’t many car detailing companies on here, so I’m excited to connect with other owners, share ideas, and grow alongside a community that takes their business as seriously as we do.Should you use yourself as your model in your advertisement campaign?
I recently was looking into having some professional photos taken for my website and Google profile and was wondering.. Should I use myself as my "model" for the photos or look for a professional? I like the idea of using myself so people know who I am when I arrive at their home, but I admittedly don't look the best in pictures!How do you get more jobs in the same neighborhood?
What’s worked best for you to get more jobs in the same neighborhood? Door hangers? Reviews? Yard signs? Something else entirely? 🎙️ In this episode of Masters of Home Service, Keith Kalfas and Daniel Dixon break down: Simple, repeatable tactics to win more jobs nearby How weekends are gold for booking neighbors Why you should never stop marketing, even when you’re slammed Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
How To Prevent New Client Requests from Being Mixed Into My Campaign List in Jobber?
When I build and distribute a campaign all my clients that were on the email list become newly updated and the persons that just sent a Request yesterday are integrated in the new mix and jumbled and forgotten. Is there a way to send a campaign and maintain everyone's date and order?Customer Appreciation Dinner/Event?
Do you put on an annual customer appreciation dinner/event for your customers? Maybe a cookout, or a dinner at a nice restaurant? I am thinking of doing this to engage with clients and build even better relationships for the purpose of repeat work and referrals. If your company is doing this, or has done this please share your feedback.
