As a contractor or other home service business owner, you need to continuously generate leads for new jobs while working on current ones. You’re already busy and shorthanded with no time to switch between platforms while simultaneously performing jobs and trying to close more of them. Also, with disconnected tools, you’ll only see segmented pieces of your customers’ journeys–not the big picture.
Now, contractors can centralize and streamline customer communication and lead management by integrating CallRail and Jobber. From lead to finished job, view communications and the complete customer journey in a single dashboard.
Jobber integration centralizes communication
Jobber is a popular field and project service management tool that helps contractors and other home service providers keep track of job quotes, invoices, schedules, and dispatching. The platform keeps work organized and helps you manage client relationships.
With the CallRail integration, you get even more visibility and insight into your prospects and customers. You’ll get a bird’s-eye view of the complete customer journey. In one dashboard you can access the initial discovery, any subsequent calls and messages, and track the jobs you’ve done for the customer.
With this improved access to information, you don’t have to spend your day switching between project, communication, and marketing tools. You can be more efficient, productive, and successful at acquiring new business.
Track all your leads in one place
As a home service provider, new leads are constantly calling your business. However, if you’re not carefully tracking which channel or marketing campaign is driving which calls, you’ll lack insight into which marketing activities are producing high-quality leads that turn into jobs. This means you’ll miss opportunities and waste marketing dollars on futile efforts.
However, with the CallRail and Jobber integration, you can see all your leads in a single dashboard, along with the marketing sources that generated those leads. You can identify sources right down to the keywords that triggered the lead’s interest in your business. With that context, you can make the connection between which keywords and marketing sources led to actual jobs, and you can see which marketing strategies are driving the most revenue for your business.
Gain clearer insights
The CallRail and Jobber integration also helps streamline everything you have to do in a day by putting all information about jobs, prospects, leads, and clients in one place.
But it’s not just the centralization that simplifies and improves your business. It’s also the additional lead and conversation details you can now access, including dashboards and reporting.
With this information, you’ll learn more about which leads turned into jobs and which didn’t. You’ll also learn more about why they did or didn’t choose your company. Then, you can make ongoing improvements to client interactions as well as to your marketing strategies.
What does the integration do?
The CallRail integration with Jobber provides lead intelligence and fills in communication gaps that allow you to improve your customer experience as well as your marketing. The integration provides:
Call logs
Without automated records of your inbound phone calls, you’ll waste time manually entering details for each call. You’ll also lack comprehensive information that you can easily analyze for information about your customers.
But with CallRail, you’ll get detailed records of all your company’s inbound calls without requiring team members to go through the lengthy and tedious task of writing down notes, which may be incomplete or inaccurate.
Call summaries
Without automated summaries, you can’t quickly understand the substance of inbound phone calls. You’ll also lose out on valuable customer insights directly from the source.
If you’re a CallRail Premium Conversation Intelligence customer, however, you get access to call summaries in the custom text field in the Jobber request section. This allows you to quickly understand the important points of every inbound call so you don’t miss out on a single job. You’ll also be able to see how your team responds to every call so you can help refine conversations and convert more leads to customers.
Caller timelines and recordings
Links to caller timelines give you a snapshot of the customer journey for each lead. The recordings provide access to actual calls so you can ensure quality in all your customer-facing conversations.
Without these features, you won’t be able to see the complete customer journey for each lead. You also won’t have call access to hear what kind of experiences your customers are having with your company.
With the CallRail and Jobber integration, you’ll have less unpaid work and more insights. When a call comes in, CallRail will identify whether or not it’s from an existing client. If it’s not, it creates a new contact in Jobber. The integration also automatically connects details about keywords, marketing source, campaign, and medium to the client account. And each contact is linked to their call records, which include access to the recordings and the caller timeline.
Drive more leads and streamline communications
The CallRail and Jobber integration gives you the ability to quickly and easily collect details about your prospects and customers across the entire customer journey in one centralized location. With granular insights to customer communications and marketing campaigns at your fingertips, you can do a better job at optimizing your marketing campaigns to drive high-quality leads and deliver exceptional customer experiences that will lead to turning more leads into customers.
