How do you manage quotes that never get accepted?
Hey everyone! I'm curious how you handle quotes that customers never respond to. Does Jobber's built-in follow-up automation do enough to bring those customers back, or do you still have to manually track unanswered quotes and chase leads? What part of the process do you find most frustrating? I'd be interested to hear what's working for you and what could be improved.81Views3likes8CommentsUp Your Follow-Up Game & Win!
I hear a lot of business owners and leaders talking about "getting leads". Don't get me wrong, leads are important. However, what you do with those leads is more important. When you get a lead, how long does it take you to reach out and make contact? Did you know that your chances of closing that lead as a customer drop drastically if you do not make contact in the first minute or two, in many cases. Your customers are able to click and learn about your competitors very rapidly. If you are failing at "speed to lead", you are likely missing clients. How many times do you follow up? For how long? I suggest following up "until you get a solid yes or no". That lead is a client until they prove themselves otherwise. The only way you know they are not a client, is to hear that actually say "no, I am not interested". Until you get that no, they are still a potential yes. If it takes 10 follow-ups or a year, keep trying. You never know if that potential client has had a change in life condition that makes your services more or less relevant over time. Don't give up. Follow up on your leads. And don't just text ..... GET ON THE PHONE!341Views1like5CommentsAre You Pricing Jobs for Profit or Just to Win the Job?
Quoting can be one of the toughest parts of running a small business. It’s easy to lower your price to beat the competition, but that doesn’t always lead to a healthy business. A good quote should cover your time, materials, expenses, and the value you provide. The goal isn’t to get every job, it’s to get the right jobs that allow your business to grow. What’s one thing that helped you improve your quoting process?Solved446Views2likes7CommentsHow to charge for inspections in advance with online and AI Booking?
We have been trying to use the online booking feature as well as the AI assistant booking feature on jobber. We primarily use it to schedule inspections. The major downside, is that without speaking to the clients first, we cannot vet the quality of inspections, and we end up with lots of last minute cancelations and low quality leads. I think that charging an inspection fee or even simply collecting a card on file would help prevent these issues. What is the best way to go about this? It doesn't seem like jobber gives the option to prepay for services?146Views1like2CommentsWhat Automated Follow-Up Campaigns Should Home Service Contractors Set Up to Get More Repeat Business?
Hey guys! For those of you that have access to the marketing suite - there's a few things you can set up today, that will pay off as long you have it active. 1st - Check in on your work 2-3 months after it's done. This timeline is what I'm using for our type of projects so yours could be sooner. A lot of contractors will do a project then never reach out to the home owner again. I can't tell you how many jobs we've received just because we had this automation set up. In the settings you just set it up for XX amount of months after the invoice is paid. 2nd - Ask them for a referral. This isn't asking for a review. That's a given. But you want to be asking home owners if they have any friends that could use your services. Jobber actually has a referral tracking system integrated in it as well. I will say that people are a lot more motivation to refer when there's a benefit to them. Personally, I don't think it's valuable to just offer $$ off your own services. I think you need to give them something they can use anywhere. Just my opinion. Set this up for 1 week after your job is finished/ invoice paid. 3rd - Set up a 1-2 year sequence of emails. You could set one up for one a week. 2 a month. The main thing is you want to show up in their inbox every week. You know those brands that you are too lazy to unsubscribe to so you see them in your email? Ya, be more like them. This can take some time but start out by giving them a monthly email, then start to add to it. It can be the same nurture sequence for anyone that gets added. How do you not be annoying? Make it more about education than selling them a service. Have AI come up with something for your industry and just make some time every week to chip away at it. Over time this will pay off. And i's a set it and forget it type thing that can have a massive long term impact in your business.67Views2likes1CommentHow Often Should Home Service Businesses Market to Their Existing Customers?
I recently started a discussion asking: "What's one Jobber feature you wish you had started using sooner?" One response really stood out to me. The member mentioned that while many businesses use Jobber to manage jobs, schedules, quotes, and invoices, one feature that often gets overlooked is the Marketing Suite. The point they made was simple but powerful: Many of us do a great job serving customers, but we don't always stay connected with them after the work is done. Instead of only reaching out when it's time to sell something, sending regular educational emails and staying active on social media helps keep your business top of mind. When customers eventually need your services again, or know someone who does they're much more likely to remember you. They also shared that Jobber's upcoming Marketing Calendar will make planning emails and social posts much easier, especially for teams that collaborate on marketing. It got me thinking, How many of us already have a list of past customers but rarely communicate with them? A simple monthly email with seasonal tips, maintenance reminders, or homeowner advice could be enough to keep those relationships alive. I'm curious: How often do you market to your existing customers, and what's worked best for you? I'd love to hear what others are doing.34Views0likes0CommentsNew to Jobber, Quotes including pictures worth it?
Hey guys, I wanted to hear your thoughts on jobber quotes not including pictures for estimates in the core package? We are a full service property maintenance & Landscaping company. Anybody switch from core to grow because of it? We have a small team but growing. Last crm did have this feature on their middle plan and our clients loved it. It was extempore helpful to us as well. Was wondering if this is something we should switch to that would make a huge difference?288Views0likes2CommentsWhat is your favorite feature in Jobber? Why?
I'll go first. My favorite feature in Jobber is probably the new quote templates. This makes our selling process so much easier. It's also easier to train new sales people because we don't have to teach them how to write an entire quote. We can just teach them which template is best for the job, they are bidding.318Views3likes3CommentsHow Do You Bulk Edit or Consolidate Lead Sources in Jobber?
I'm changing the lead source to consolidate door to door leads from per person to just Door to Door for my reporting. Jobber Ai says to go to each one to change it - duh, but I don't want to go through all my clients and find them. I tried both search bars when I'm on the client list, but neither is working. Any other tips - I'd love toSolved276Views0likes4Comments