You Don’t Have a Lead Problem You Have a Follow-Up System Problem
You’re not losing jobs to competitors you’re losing them in your follow-up. Most HVAC businesses I’ve seen don’t have a lead problem… they have a system problem: missed calls, no follow-ups, and zero tracking. The ones scaling consistently are doing 3 things right: Capturing every lead in a CRM Automating follow-ups (SMS/email) Running simple local campaigns that bring repeat jobs Curious what system are you currently using to track and convert your leads? If you’re open, I can share a simple setup that’s working for other contractors.Milwaukee vs DeWalt Tools, which one?
We’re Lock Nerds Locksmith, a Buffalo, NY-based company that’s always relied on Milwaukee tools. But we’re curious—what tools do other pros trust? We're looking for honest pros and cons between Milwaukee and DeWalt to see if it's time for us to reconsider our setup.When is it time to hire an accountant?
I am wondering at what point some of you guys have hired an accountant? Did you hire one to grow? To maintain what you have? Or are you simply using one to file taxes at the end of the year? I am thinking about hiring an accountant to manage my finances for me and see where things go, but wondering when is the right time.What Should Home Service Businesses Automate First to Save Time?
Small manual tasks start stacking up, catching up on follow-ups, re-adjusting scheduling, invoicing, review requests, the list goes on and on. Sound familiar? What’s one task you’re still doing manually that you know could be automated? What’s stopping you from setting it up?How Much Should You Really Be Charging?
The number one question I receive is tied directly to the fact, most contractors are still guessing when it comes to pricing. Overhead. Profit. Labor rate. Trip fees. They think just because they throw a number they hear their competitors use, thats all that they need. It may work, but how and what do you divide these funds is just as important for your business health. If you don’t know how to do the math, you’re not building a business. You’re surviving check to check and think you need more work, when you do not. So here’s the plan: This Tuesday & Thursday on IG, I’m walking you through our Contractor Price Builder Worksheet FREE on instagram live. We will cover: - How to calculate your real hourly rate - The difference between markup and margin - Why profit is a non-negotiable - And how to price with confidence Join the session. Bring your numbers.How do home service businesses fill their calendar before busy season?
When work slows down, most service businesses feel it fast: stress, cash flow pressure, and last-minute scrambling. Sound familiar? What’s the one thing you rely on most before busy season to keep your calendar full? New leads Repeat customers Referrals Deposits or upfront payments Booking weeks in advance Something else? (do tell!) Bonus: What used to stress you out about slow periods that doesn’t anymore?
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.
