Marketing Campaign Basics
Hey guys! For those of you that have access to the marketing suite - there's a few things you can set up today, that will pay off as long you have it active. 1st - Check in on your work 2-3 months after it's done. This timeline is what I'm using for our type of projects so yours could be sooner. A lot of contractors will do a project then never reach out to the home owner again. I can't tell you how many jobs we've received just because we had this automation set up. In the settings you just set it up for XX amount of months after the invoice is paid. 2nd - Ask them for a referral. This isn't asking for a review. That's a given. But you want to be asking home owners if they have any friends that could use your services. Jobber actually has a referral tracking system integrated in it as well. I will say that people are a lot more motivation to refer when there's a benefit to them. Personally, I don't think it's valuable to just offer $$ off your own services. I think you need to give them something they can use anywhere. Just my opinion. Set this up for 1 week after your job is finished/ invoice paid. 3rd - Set up a 1-2 year sequence of emails. You could set one up for one a week. 2 a month. The main thing is you want to show up in their inbox every week. You know those brands that you are too lazy to unsubscribe to so you see them in your email? Ya, be more like them. This can take some time but start out by giving them a monthly email, then start to add to it. It can be the same nurture sequence for anyone that gets added. How do you not be annoying? Make it more about education than selling them a service. Have AI come up with something for your industry and just make some time every week to chip away at it. Over time this will pay off. And i's a set it and forget it type thing that can have a massive long term impact in your business.One of the best insights I've picked up from this community this week...
I recently started a discussion asking: "What's one Jobber feature you wish you had started using sooner?" One response really stood out to me. The member mentioned that while many businesses use Jobber to manage jobs, schedules, quotes, and invoices, one feature that often gets overlooked is the Marketing Suite. The point they made was simple but powerful: Many of us do a great job serving customers, but we don't always stay connected with them after the work is done. Instead of only reaching out when it's time to sell something, sending regular educational emails and staying active on social media helps keep your business top of mind. When customers eventually need your services again, or know someone who does they're much more likely to remember you. They also shared that Jobber's upcoming Marketing Calendar will make planning emails and social posts much easier, especially for teams that collaborate on marketing. It got me thinking, How many of us already have a list of past customers but rarely communicate with them? A simple monthly email with seasonal tips, maintenance reminders, or homeowner advice could be enough to keep those relationships alive. I'm curious: How often do you market to your existing customers, and what's worked best for you? I'd love to hear what others are doing.
Section for Vendors or Subs
Please help develop a functions to add 3rd party vendors/subs that may be used as needed or 1-time. The primary point would be contact and database of vendors with info and docs needed for our team to access if needed as well as would be nice for them to have scheduling, invoicing with pics and job tracking capabilities.
Customize Jobber with ADI, SAS, ect Catalogs
Hi, We recently noticed that Jobber now offers Home Depot as a catalog option, which has been a great addition and very helpful for our team. We are wondering if it is possible to add additional supplier catalogs, such as ADI, LiftMaster, SAS, S&SI, and similar vendors, in the same way the Home Depot catalog is integrated. Since our company specializes in security systems, gates, and access control, having catalog options from suppliers within this industry would be extremely beneficial when creating quotes and managing materials. Does anyone know if this functionality is currently available, or if there are plans for Jobber to expand catalog integrations to include other suppliers? This would be a valuable feature for companies working in specialized trades like ours.
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.How to back up job photos and files from Jobber?
Hey all, just wondering if this is something others have run into. A few of our clients have been talking about how they handle long-term storage of job photos and documents, especially when staff leave, or when they want to organize files outside of Jobber. Some mentioned wanting to move things to Google Drive or DropBox automatically, but I’m not sure how common that need really is. Just curious, have you or your team thought about this? Is keeping a backup of Jobber media files part of your process, or not really a concern? Appreciate any thoughts! Josh
