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.
Outside workers, what are you doing to stay busy in the winter months?
I wonder what other service providers are doing in the winter months? Are you taking the time for your team and you to relax and recuperate? Holding training sessions? Are you offering other services to stay productive? We have relationships with homeowners and business owners and can offer other services for them, wondering of there are are crazy shifts in services out there? For example, the lawn guy at my parents house puts up their Christmas lights and decorations. Would love to hear other stories like that!Looking to collaborate with Junk removal, landscape or cleaning companies.
Hello Jobber world, I am a small Canadian owned and operated pest control company operating in Toronto, Ontario. I am putting this message out to try to get in touch with a small commercial cleaning, landscape and junk removal company to share some work. Also open to creative ideas also, pressure washing comapnies, HVAC, construction, lawn care...anything we can do as small business owners to share the work. My business model is a full service pest control company, and all three of these services are going to be offered to my customers due to the importance of each. I plan to do most of it myself at the beginning, but would like to have some other local Canadian owned small business owners to share work leads. I do not want to work with a large operation to outsource work because I am a huge believer in owner/operated businesses, hence why I (and likely yourself) started my own business I would love to hear from anyone reading this and you can email me anytime at pestfreecanada@gmail.comLooking to Partner with Local Businesses for Mutual Growth!
Hi everyone, High Trim LLC here, a tree care service based in New Port Richey, FL. We're looking to create partnerships with other local businesses to offer more comprehensive services to our customers and help each other grow. If you run a complementary service (like landscaping, lawn services, or irrigation services), lets connect! We can refer customers to each other, collaborate on marketing efforts, and create package deals that benefit our customers. Looking forward to hearing from you! Best regards, High Trim LLC (727) 514-3889
Sales Marketing
Need More Leads & a Website That Works as Hard as You Do?If you're a contractor offering services like remodeling, roofing, painting, or renovations, having a strong online presence isn’t optional anymore it’s essential. I specialize in building professional, mobile friendly websites that help contractors: Book more jobs Show off past work with photo galleries & testimonials Get found on Google with local SEO Look legit and stand out from the competition Whether you're just starting out or ready to take your business to the next level, I offer free consultations to see how we can upgrade your online presence and bring in more clients.
