Reports

Client Re-Engagement Report

With over 20 built-in reports, you’ll know exactly how your business is doing. Learn more

The client re-enagement report shows the clients who have not had a service completed in the last year. You can use this report as a tool to re-engage these clients to check in and see if they need any more work done. 

Client_Re-engagement_-_Jobber.pngThe client re-engagement report is found under Reports > Client Reports. 

Columns

This report has six columns:

  • Name: This is the client's name.
  • Phone #: This is the client's primary phone number.
  • Billing Address: This is the billing address for the client including street address, city, state, and zip code. 
  • Last Closed Job: This is the date of the client's last completed job. It's possible that they might have an ongoing recurring job that has yet to be closed.
  • Open: Clicking the icon in this column will open the client's profile.

 

Re-engaging your clients

After identifying the clients that an be re-engaged with this report, the next step is to follow-up with them. You can follow-up with your clients individually or the follow-up can be automated with our Mailchimp integration. Using Mailchimp will allow you to set up an email campaign that will target these clients. 

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