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.
How do lawn care businesses manage and reuse email templates for quotes, renewals, and follow-ups?
Would love the option to select email templates. HAd that on a previous crm. for what im doing right now. i do lawn care. i have renewals i am sending out, previous customers im sending them quotes, and reaching out for other customers who used me for other services. they ea need their own opening email. on top of i offer prepay to current customers. it would be nice to be able to select the template for it to drop in where appropriate. sure have the super generic one, but sometimes they need a bit of love. as of now my work flow looks like this. create the email templates in a word document. go to create quote. then email customer. go to word document and copy and paste. yes it works. would be nice to be in house. also for the searching of templates, i will say it can get cluttered. it would nice if you open email, there is the super generic email. a button to the side, replace with a template, you click it creates a drop down menu. it would be great to have folders, that templates can be in, and then you click that folder to get where you want. they can all be there as one list, but the folders, should in theory make it easier to find what your looking for especially, if one is bad a naming them. for me it would look like (big folders) all my main services, mowing aeration seeding, christmas lights. under that i would have current customser former customers prepay email (as thats a seperat thing) etc. not sure if that makes sense.How To Track Commission Plans in Your Business for Jobber
Hi Everyone, I run a lawncare/landscaping business and more recently started Crew Insight (A Jobber marketplace App). Right now, the app is focused on KPI's and metrics but many of our users have asked about commission tracking. We've built out a small MVP and a waitlist to see how we can prioritize features and the roll out. I'd love to hear what types of commission plans people have right now, and how they're tracking it. We want to make it simple to build out your commission plan, track the calculations, and give your employees a real time view into their performance. If anyone's interested in chatting or signing up for the beta, you can do so here: https://crew-insight.com/waitlistWhat Are the Best Practices for Expanding Painting Service Contracts?
I have a painting service contract for our customers. It has worked out well for the last year but we haven't signed up a lot of customers. I think we have 15 customers on service contracts right now. I really want to vamp this up but I am hoping to get insight from other businesses on best practices for service contracts. I'm also trying to figure out if I should just sell as many as I can and then hire a full time person to service those clients, or keep slowly adding them until I can hire someone full-time to do it. I have been hesitant to go after this super hard because I don't want to be in a position where I can't get to our service contract clients for too long.
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
