Get more work from your customers and recover lost leads by using Campaigns to stay connected and drive new revenue opportunities. You can take it one step further by setting up fully-customizable automated campaigns that bring in new business 24/7.
The new automated “Win back lost leads” campaign template lets you automatically reach out to leads that you’ve sent a quote to, but weren’t able to work with. Pro tip: Offer a discount or special offer to make them consider you again. This gives you a chance to stay top of mind and convert your lost leads without the extra effort.
To learn more about Campaigns, visit our Help Center.
Campaigns is available as an add-on to Core, Connect, and Grow plans.
Now, you can assign a specific salesperson to quotes, jobs, and invoices, making it easier to track which team member closed the deal.
The salesperson performance report provides detailed insights, breaking down each salesperson's sent quotes, converted quotes, and conversion rate. This report helps you understand your team's sales impact, allowing you to recognize top performers and optimize your sales strategy.
For more information on tracking salespeople and the salesperson performance report, please visit our Help Center.
Salesperson attribution is available on Connect and Grow plans.
After much feedback, we're thrilled to finally introduce dark mode! Dark mode helps reduce eye strain and lets you work more comfortably for longer periods of time. Moreover, it helps extend your device's battery life and lessens glare and reflections on your screen.
At this time, this setting is only available when accessing getjobber.com through a computer or mobile browser. Click the ⚙️ Gear icon to switch between light and dark mode. Your eyes will thank you!
With Campaigns, you can set-up emails that will automatically be sent to your customers once they meet certain conditions. This will make running campaigns more efficient because you can set it up once and then let it run 24/7 in the background—bringing in new business for you.
With the automated ‘Re-engage past clients’ template and the ability to include or exclude customers with specific client tags, who have had specific products/services (line items), or job types (one-off/recurring), there are many possibilities. Some examples of campaigns you could automate are...
To learn more about Campaigns, visit our Help Center.
Campaigns is available as an add-on to Core, Connect, and Grow plans.
With Reviews, you can easily respond to your customers' reviews from Jobber by clicking ‘Generate response’. It will generate a unique response based on the content of the review. If needed, you can tweak the response or use the rewrite action before sending it off! Google favors businesses that respond to their reviews so be sure to show your customers that you appreciate their review!
Other updates to Reviews include the follow-up schedule changing to 3 and 5 days after the initial review request.
To learn more about Reviews, visit our Help Center.
Reviews is available as an add-on to all plans in the United States, Canada, and United Kingdom.
You can now push customers, products & services, invoices, and payments to Xero. With a connection between your accounting and your operations management software, you control your entire business from one place. The integration can help you with:
You can now connect your request form and online booking to Google Analytics 4 to gain richer insights, including your conversion rate.
When connecting your Jobber request or online booking form to Google Analytics, you will be prompted to add your Google Analytics 4 tracking code, so you will need to have that code handy as part of the set up.
To learn more about how to set this tracking up, visit our Help Center.
Requests is available on Core, Connect, and Grow plans. Online booking is available on Connect and Grow plans.
Keeping up with a large volume of quotes has been made simpler. With new bulk actions, admin users can select multiple quotes and delete or archive them all at once so it’s easier to stay organized.
We've also added quick actions for individual quotes so you can delete, send, or convert them into jobs without leaving the page. Simply hover or right-click on a specific quote to see the available actions.
Last but not least, we listened to your feedback and brought back the overview section! At a glance, you can quickly determine how many quotes need actioning based on their status.
These improvements were made in order to save you time so you can focus on more important aspects of your business.
To learn more about bulk actions and quick actions, please visit our Help Center.
A new version of the Jobber <> Zapier integration is now available! This edition introduces 8 new triggers and actions, allowing you to automate more of your routine tasks in Jobber or other tools.
New triggers
New actions
Note: Existing zaps will need to be updated to version 3.0.0, while any new zaps will automatically be on the new version.
Click here to update your zaps or create new ones to keep business running smoothly.
Sometimes situations come up where you need to issue a refund to a client. It happens! Jobber Payments users can now issue partial refunds for an invoice or deposit.
With this update, you have the flexibility to choose the exact amount you’d like to refund, including tips. Once the refund is issued, your client’s billing history box will be updated, giving you a full picture of all their payment records. You save time, and your clients stay happy.
To learn more about how to issue a refund with Jobber Payments, visit our Help Center.
Jobber Payments is available in the UK, United States, and Canada.