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.57Views1like3CommentsHow do home service businesses fill their calendar before busy season?
When work slows down, most service businesses feel it fast: stress, cash flow pressure, and last-minute scrambling. Sound familiar? What’s the one thing you rely on most before busy season to keep your calendar full? New leads Repeat customers Referrals Deposits or upfront payments Booking weeks in advance Something else? (do tell!) Bonus: What used to stress you out about slow periods that doesn’t anymore?37Views0likes7CommentsWill AI replace jobs in home service and skilled trades?
I saw an article yesterday about all the tech jobs that are being replaced by AI and I thought about how hard that would be to know your position can be replaced by someTHING that can do it faster and cheaper than you can. Then I thought how happy I am that I decided a long time ago that I am going to work with my hands. Be handy. Solve real problems. I would be safe in saying that AI is never going to cut your lawn, remove your junk, exterminate your bed bugs, plumb in or wire your home. Am I going to regret saying this? Is AI reading thins and just started plotting to take all our jobs???65Views3likes4CommentsRequest for Quote building using hidden subtotals
As a handyman/general contractor, I only base my quotes per job/task and not time and materials. I do not want the client to see the price of labor, cost of materials, or other line items except the Job task itself and the price. In order to build an accurate quote, I have to build all of this in a spreadsheet (labor, materials, etc) and copy over the grand total. If I need to make a revision, I have to go back to the spreadsheet and redo the calculations. It would be very helpful to have a way to build a quote with hidden sub line items that can be changed. Quickbooks has a estimate feature called bundling. Example: Tile Backsplash Installation $2,575 (hidden below) Labor 12 $165 $1,980 Tile 1 $350 $350 Mastic 1 $30 $30 Grout 1 $30 $30 Misc 1 $20 $20 Does anyone else struggle with this or have an efficient workaround?104Views3likes4CommentsNew Google Search Features: Online Estimates Filter and “Have AI Check Prices” — what does this mean for service pros?
Google has recently started rolling out new pricing-related features in local home service search, and they could impact how service businesses get discovered. Two early changes we’re seeing: “Online estimates” filter Google is beginning to surface an Online estimates filter in some home service searches. Early signs suggest businesses that provide clear, machine-readable pricing or instant estimates may be favored over generic contact forms. “Have AI check prices” or “Ask AI for Pricing” feature Google is also testing an AI feature that gathers pricing on a homeowner’s behalf by using AI to call businesses and collect price quotes. https://www.youtube.com/watch?v=illIa8LSfY0 These features are still new and evolving, but they raise big questions about pricing transparency, estimates, and local search visibility. We’re curious: Have you noticed either of these features in your area yet? Do you currently show pricing or estimate ranges online? Do changes like this make you rethink how you approach pricing and Google visibility? Would love to hear what service pros are seeing so far 👇676Views0likes14CommentsYou Get One Billboard.....
If you had one billboard for your business, just a few words seen by thousands of people every day, what would it say? The one message that really explains what you do best and why a customer should choose you over anyone else. Think about what makes your business different, what your best customers appreciate most, or what you wish people understood right away when they hear your name. Looking forward to seeing everyone’s answer!120Views2likes6CommentsHow Much Should You Really Be Charging?
The number one question I receive is tied directly to the fact, most contractors are still guessing when it comes to pricing. Overhead. Profit. Labor rate. Trip fees. They think just because they throw a number they hear their competitors use, thats all that they need. It may work, but how and what do you divide these funds is just as important for your business health. If you don’t know how to do the math, you’re not building a business. You’re surviving check to check and think you need more work, when you do not. So here’s the plan: This Tuesday & Thursday on IG, I’m walking you through our Contractor Price Builder Worksheet FREE on instagram live. We will cover: - How to calculate your real hourly rate - The difference between markup and margin - Why profit is a non-negotiable - And how to price with confidence Join the session. Bring your numbers.809Views3likes22Comments4 wheel drive and winter tires.
In my past jobs I was always provided a work truck. All companies would buy the standard Chevy Colorado 2 door WT, rear wheel drive and all weather tires. If there was a bad snow storm, sometimes I couldn't even get out of my driveway! Funny thing is, back then I didn't care, I was an employee and if I can't make it safely, it was the companies problem to figure out. Now that I have started my own business I have decided that I would buy a 4 wheel drive truck and install winter tires. I want to be available to my customers no matter what the weather and I don't want any excuses. I feel I can safely make it to a home or business no matter the weather and I think that is going to make me stand out to customers. I know that not all businesses have cold weather problems to deal with but in Ontario where I live and operate, I think being ready for winter is very important. If anyone is thinking about purchasing a work vehicle, and live in a snowy area, I would highly recommend making the investment in a 4 wheel drive vehicle with good tires!55Views1like1Comment