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 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/waitlistLooking 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.comSeeking ideas for developing power partnerships to better work with clients & grow our biz?!!
Hi all, We are a local fire protection company here in Los Angeles and we do both sales and service of fire extinguishers, as well as specialty fire equipment and resources. I am putting this question out there both for connections and suggestions on best developing power partnership with other local companies that work with residences, properties and businesses, to help collaborate on our services provided and add more value to them and more revenue to both partners. Example of our power partners are roofers, GC's, management companies, HOAs, solar companies, fire and water damage companies, Security and locksmith companies, Insurance agencies... Would love to hear your feedback and suggestions and love to work with you as well, if we could benefit from partnership. This, would be a more effective way to grow our businesses than social media or other passive ways I believe! Payam. Lavi | Supervisor PalFirePro.com
Roofing Contract
Howdy all, I've been doing low-cost handyman work in my business for the last several months. I just got licensed as a roofer and would like to get started in the business. However, I want to make sure I have a good contract prepared so that when I start getting clients, I can make sure I'm protected. What would you all recommend as a starting place? Do you have templates you've used for client contracts? Thanks in advance!
Sales Marketing
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Direct Call Leads
We only pay per qualified conversation with homeowners. After a few years of hunting down bad contacts, getting ghosted and wasting money on ads and ad managers we internally built out a system that only costs money when a homeowner directly calls us looking for our services. It’s been a gamechanger and we even started selling these calls to other roofers and other industries/home service companies because there’s no real risk. Either you talk to a homeowner who wants you to come out, or you don’t pay. They can be kind of expensive but our ROI is at about 3.4x for a while now using it so I’m never going back to our old methods…unless someone has a lower risk option that doesn’t consume a ton of time.
