Customer Q: With Automations, are we going to have more options to do custom workflows?
Customer Q: With Automations, are we going to have more options to do custom workflows? i.e., options to turn review reminders off if they’ve 1) already submitted or 2) if they responded to my text. I find that the automated texts I setup don’t have the option to stop the workflow if they customer has responded or taken the desired action. If a client in Jobber matches the name of someone who has already left you a Google review, Jobber will flag it for you. When a potential match is found, the Ask for a review toggle at the client, job, or invoice level will automatically turn off. You'll also see a message letting you know that asking this client for a review might not be necessary. From that message, you can select Read review to view the Google review that may already be associated with this client. For more information about Reviews, please visit our Help Center.Customer Q: Is there a plan change to add Marketing Suite?
Marketing Suite is available (in the US, Canada, UK) as an add-on to all plans and is included in the Plus plan. To add Marketing Suite to your account, follow this link and click the “Add to Plan” button: https://secure.getjobber.com/marketing_suite_landing_pagCustomer Q: When are reviews sent out? Same time as invoicing? Can I turn off review option?
You can choose when to first message your client to ask for a review. This is based on a trigger, including: When a job closes When a visit is completed Whan an invoice is paid You can also turn off the review option for individual clients. You can find more about reviews in our Help Center.Customer Q: Will I be able to shut off automatic review requests for my property managers?
Yes! You are able to turn off the 'ask for review' toggle on the client page as well as on the workflow page (depending on what trigger is selected). If you are using the invoice workflow, the toggle will also be available on the invoice page.Customer Q: do reviews auto populate to google or is that an added paid service?
Question: do reviews auto populate to google or is that an added paid service? Answer: Yes! Once Reviews is added to your plan (add-on that can be added to your base Jobber plan), then you can set it up to add your reviews to Google directly.