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!Jobber Campaigns Tips and Tricks
I love the Campaigns feature. I build a newsletter with it every month and I only sent it to clients to haven't booked with us for over 4 years at first, then each month I drop the months since serviced section down to raise the number of past clients reached. I do this so I don't overwhelm the phone lines, and eventually I will just have all the clients get it each month. I also tag my unsubscribe clients so they will never get a newsletter in the future, since right now each month is a one off campaign. I can adjust the filters to keep them out of the loop. I wish there was a way to add a gif file though. I add Before and After pics that I edit together on Canva, which is doing the trick for now to get the point across. One more tip that I've been playing with for my newsletters is using Dall.e on Chat GPT to create a header image that will be specific to our industry. I'd love to hear any other tips and tricks!
