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?
How can a dirt or excavation business add recurring services instead of one-off jobs?
My business is 1 year old, first year i did everything to test the market and see what services are in demand. I found property debris clearing is the most prevalent but i did hardscaping, lawn installs, grading and such. For the first year i am surprised how busy i was bringing in about $100k in revenue. Key Point: i find what i am doing are one off jobs and inconsistent, i would like to pursue services that estabishes recurring business. i do not want to mow lawns. What would you suggest a good complimentary business, landscaping such as installing grass, bushes, plants etc or something else?Virtually Estimating with Video and A.I
Check out this recent presentation I gave at the Breakthrough Academy Winter Summit on Virtual Estimating using LiveSwitch and Jobber. I've done over 600 now and saved over 200 man days / year. Check it out and let me know if you have any questions. Cheers. Is it possible to eliminate hundreds of in-person site visits and still grow your electrical business? Cory from Vancity Electric breaks it all down in this powerhouse talk, sharing how his small Vancouver-based company leverages AI and virtual estimating tools like LiveSwitch and Jobber to increase efficiency, boost conversions, and modernize customer experience. This is more than tech talk—it's a blueprint for electricians and tradespeople ready to scale smartly, not stressfully. What you'll learn: How to close 48% of quotes using virtual calls The real cost of in-person estimates (time, fuel, stress) Tools & automations that build trust and win jobs Behind the scenes of AI-driven estimating (yes, it can measure footage!) How to onboard customers like Amazon does—with automations Why speed = professionalism in the customer’s eyes 🎯 Whether you're just starting to explore virtual quoting or you're scaling a service business, this session will leave you with tactical steps and tech you can implement today. Check out the youtube here: https://youtu.be/el6qMhu5vuw?si=iXe_ZYp5fohIG0EvYou 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!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! 😎🤙🏼
How do you keep your service marketing simple and consistent over time?
Hi everyone, I’ve been thinking about how marketing efforts change after the initial push — things that seemed exciting and new during setup often become less useful once the daily work settles in. At Funnelsflex, we work with different teams to understand how their clients move through service processes. One thing that keeps coming up is that simple, repeatable marketing actions tend to outlast flashy campaigns or complex automations. I’m curious how other service-based businesses approach this in Jobber, specifically: What marketing activities do you still use regularly after the “new strategy” phase? Which ideas looked promising at first but ended up falling out of your routine? How do you decide when it’s time to simplify or retire something that’s not working? I’m looking forward to hearing how others keep things manageable and effective on the marketing side — thanks in advance!
