Effective Tagging - Who Is Doing It And What is Your Strategy?
I feel like tagging within customers might be the most forgotten about thing on our team but probably the lowest hanging fruit to keeping our information organized. Right now we are just tagging people we don't want to work with anymore and people that need to leave us a review. I''m struggling to do it in a way that's super effective. So for you tagging buffs out there, what are you doing to tag clients ad what strategy do you have? jobber - If you guys ever integrated JOB tags that would be amazing. I'm thinking we could tag jobs by category then reference them quicker. Instead of thinking of which clients we did which types of jobs for. Just putting "trim carpentry" or "doors" then seeing all the jobs we tagged with that would be clutch!
How do you utilize reports in your business?
I am curious to hear which reports you consider most valuable in your business and what actions are taken based on those reports if anyone is willing to share. Are there reports that you use regularly in Jobber or reports that you wish were part of Jobber? If so how do you utilize the information that the reports provide? Are changes made based on the reports? Is the data used to create the reports monitored internally for consistency? Thanks for sharing all input is helpful!
