Table of Contents
What are job follow-ups?
Customize and automate notifications to keep your clients in the loop at key points before, during, and after the work.
Job follow-ups are available on select plans.
Job follow-ups are email messages that can be sent to your clients, automatically or manually upon completion of a Job. The intention of these follow up messages is up to you - you can use this message to gather feedback for future reference, inform clients of potential discounts for future work, or even include a survey that allows you to discover how likely your clients are to refer you to other prospective clients. How you use them is completely up to you! Once a client has responded to a job follow-up, admin users will receive an email to notify them that feedback has been left.
Communicating with your clients after you have completed work for them can be an invaluable tool for your business - either to generate continuing business, or to gather feedback on how your services met their needs. Job Follow-ups will allow you to check in with your client after the job has been completed and well, follow-up with them.
You can find the job follow-up setting by going to the Gear Icon > Settings > Notifications
Automatic Job Follow-Ups
You can choose to have Jobber send out job follow-ups automatically. In order to turn on automatic job follow-ups, click the Gear Icon > Settings > Notifications. The job follow-ups are located in the section for Getting Paid.
Once you have turned on Automatic follow-up emails, a follow-up message will be sent to your clients every time a job is closed.
If you click Edit in the job follow-ups section, there are some options to control the message that you are sending to your clients. From here, you will be able to edit the default message that is sent to your clients and see a preview of that message. You will also be able to choose whether or not you want to enable the survey question as part of this email. This survey currently is a 1-10 response to the question that you decide to send out.
Note: Job follow-ups are only able to be sent via email.
Manual job follow-ups
Follow-ups can also be sent manually - whenever you are ready to follow up with a client after a job is done. This can be done from any job in Jobber, under More Actions > Send Job Follow-up Email.
When you choose to send a manual job follow-up email, a dialog box will pop up for you to craft your message and add any additional recipients:
From this pop up you can choose to add attachments from the client and job pages, or directly from your computer. At the bottom left, you can choose to BCC yourself by checking the box for Send me a copy or Include feedback survey in email to add the 0-10 rating scale.
What the client sees
When your clients receive your email, this is what it will look like on their end:
If you have chosen to include the optional feedback survey, and your client provides a response, they will be prompted to provide more details from a feedback form that we will host for you:
Reporting
When your clients reply to the feedback survey, it is obviously important to know what they are saying. To help you with this, we have created a report under the Reports tab called Job Follow-Up Emails Report. This report will show you who has replied to the follow-up message chronologically, as well as any scores or written feedback they have.
Clicking View Email will bring up a copy of the email that was sent to the client, so you can see what was sent to them.
You can also find this on specific job pages for your client, just under Last follow-up survey:
