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?What to do when business gets slow?
What would you add? Here are 10 things you can do when business gets slow to help drive more business: Call past clients. Cheapest client to acquire but most overlooked. Send out monthly newsletters that have nothing to do with sales. Just connect. Relationships are the goal. Send out handwritten cards to past clients with a $5 Gift Card for coffee. Create raving fans who market your business for you! Hit the street. Get door hangers and go door to door. Get your team to join you! Double down on networking relationships. Schedule a meeting every day with a different referral partner. Don’t cut back on marketing. Cut down on other areas but never marketing. Double down on marketing when others are pulling back. Negotiate costs with vendors instead. See how partnerships could lower costs or help cover costs…for example providing co-branded marketing material. Be disciplined and active on social media and community pages. Low hanging fruit. Serve. Givers gain. Give your time, your expertise, and resources and it will come back to you. Communicate with your team. Let them know what they can do to help. Don’t suffer in silence…before it’s too late. Start a service contract that keeps you top of mind with your clients all year and generates reoccurring revenue. LEARN. IMPLEMENT. TAKE MASSIVE ACTION! 😎🤙🏼What percentage of revenue did you spend on marketing in 2025, and what's your 2026 target?
We try to keep our marketing spend in the 5–7% range. I’m curious where others landed for 2025 and what you’re targeting for 2026. For growing service businesses, what marketing percentage actually drove healthy growth in 2025, and what level of spend has proven sustainable for you year over year?
How (if at all) are you using video in your business?
Curious where video shows up in your business today. Do you use it in sales, marketing, or team training? Or maybe something else? In this episode of Masters of Home Service, PhilRisher goes over: The four videos that instantly build trust (+ bonus video ideas) How to record a month of video content in one hour Why video helps you show up in AI search Want to put these tips into action? Download our free customer journey video kit (includes scripts and checklists). Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
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.
What was the perfect marketing idea for your cleaning business?
Hi Jobber Community! I have been running a residential cleaning business for the past 16 years. What has been your single best marketing idea for your cleaning business? We are a larger company in Calgary, Alberta, Canada and we do all of the marketing avenues - Google, Social Media, Email Marketing. What I am searching for is your best selling promotion perhaps?? Thanks in advance!
