How to Set Up Review Harvest With Jobber and Reactivate Past Customers
By Clay Lawrence, Review Harvest · · 8 min video
The short version
To set up Review Harvest with Jobber, add the Jobber integration, choose triggers that fire after the work is done (job closed, visit completed, invoice paid), and connect your account. Then import your past clients, upload a personalized image, check your business name, and start the reactivation. Finish by setting the request timing and follow-ups and adding the review widgets to your website. The whole setup is meant to take about 10 minutes.
Do this, in order
- 1
Create your Review Harvest account
After you create the account you land on the Integrations page, with a welcome video and a checklist of the setup steps.
- 2
Add the Jobber integration and choose your triggers
Click Add integration, then Jobber. Select the events that should send a contact to Review Harvest: job closed, visit completed and invoice paid all work well. Do not pick a trigger that happens before you have serviced the customer.
- 3
Confirm consent and connect your Jobber account
Confirm you have the required consent and click Connect account. Jobber normally shows a page asking you to allow access to Review Harvest.
- 4
Import your past clients
Scroll down to Client import and click Import clients. This pulls every previous customer that has an invoice associated with them. No review requests go out yet.
- 5
Upload your personalized image
Open the Messaging panel and click Upload image. Use a photo of you, your team or your wrapped vehicle. Review Harvest puts the customer's name on the photo automatically.
- 6
Check the first name and business name in your messages
Both are pulled from your Google Business Profile and appear in many of the texts. Shorten the business name to just the name of your business if the profile name is long or full of keywords, then update the message.
- 7
Leave smart messaging on, or write a custom message
Smart messaging optimization is on by default and keeps testing scripts and timing in the background. Click Custom message if you want to write your own.
- 8
Review the imported contacts
Click Contacts to see everyone pulled from Jobber. The three dots beside a contact let you delete them or add them to do not contact.
- 9
Start the reactivation
Click Manage, then Start getting more reviews. Requests go out to the list slowly. Refresh the page to see each contact's stage and next request time.
- 10
Set the request timing and follow-ups
Under Request scheduling, choose how long to wait after Jobber sends the contact. Right away suits most businesses, and within 24 hours is a safe bet if customers are not home during the job. Keep follow-ups at three.
- 11
Add the review widgets to your website
Under Widgets, pick the pop-up or the review carousel and open the installation guide. It gives you a snippet of code to embed in the header, which you can add yourself or send to your website developer.
What does connecting Jobber to Review Harvest do?
It sends every customer you finish a job for into Review Harvest, which then asks them for a Google review. It also lets you pull in your past customers and ask them too. That second part, the review reactivation, is where the early jump comes from: 10 to 20% of the list may leave a review. If you have 500 customers saved in Jobber, you might be sitting on 50 to 100 reviews over the next three to five weeks.
Which Jobber triggers should you choose?
Choose the events that happen after the work is done. In Review Harvest, click Add integration, choose Jobber, and select your triggers. Job closed, visit completed and invoice paid are all good ones.
More is better here. Review Harvest checks whether a person has already left a review, has been messaged in the last 30 days, or was only just added to the workflow, so picking several triggers will not lead to repeat requests. The one thing to avoid is a trigger that fires before you have serviced the customer.
Then confirm you have the required consent and click Connect account. Jobber normally asks you to allow access to Review Harvest.
How to import past Jobber customers
Scroll down on the integration and click Import clients. The import is based on invoices, not on your triggers: any previous customer with an invoice associated with them comes in.
Nothing is sent at this point. The contacts land in your dashboard, where you can look through them first. A large list can take some time to load.
How to set up the message
Go to the Messaging panel.
- Personalized image. Click Upload image and add a photo of you, your team or your wrapped vehicle. The customer’s name is added to the photo automatically, which gets their attention in a way a plain “please leave us a review” text does not.
- Names. The first name and business name come from your Google Business Profile and are used in many of the texts. If your profile name is long or stuffed with keywords, cut it down to just the name of your business.
- Wording. Smart messaging optimization is on by default. It keeps testing scripts and send times, based on more than half a million review requests sent. If you would rather write your own, click Custom message.
How to start the reactivation and manage contacts
Click Contacts to see who was imported. The three dots next to a name give you two options:
- Delete contact removes them from the system. If they come through Jobber again, they will be asked then.
- Add to do not contact saves their information and never reaches out to them.
When the list looks right, click Manage, then Start getting more reviews. The list is worked through slowly. Refresh the page and you will see contacts in the sending first request stage, along with the next request time.
You can also click Add contacts to add one person at a time, or upload a CSV file from QuickBooks or a CRM you used before and reactivate that list as well.
When should the review request go out?
Under Request scheduling, set how long to wait after Jobber sends the contact. You want the request to arrive at the customer’s moment of peak excitement.
- Right away works in most cases.
- If the customer is not there during the job, say you cleaned the house or scooped or mowed the yard while they were at work, try a delay. Within 24 hours is a safe bet.
- Keep follow-ups at three.
- You can pause all review requests from this screen.
What else is in the dashboard?
The Reviews section pulls in your existing reviews, and Review Harvest replies to your four and five star reviews going forward.
Under Widgets there are two ways to show reviews on your website. The pop-up appears in the bottom corner every four seconds with a line like “John left a review”, wherever the visitor is on the site. The review carousel is embedded in one specific spot so people can scroll through your happy customers. The installation guide for each gives you a snippet of code.
For help, use the chat widget in the dashboard. It answers from the support documentation first, and if that does not help, say so and the team is notified.
To remove the integration later, log in to Jobber, scroll to the bottom, click Connected apps, and click Disconnect.
Common questions
How do you connect Jobber to Review Harvest?
In Review Harvest, click Add integration and choose Jobber. Select the triggers you want, confirm you have the required consent, and click Connect account. Jobber then asks you to allow access, and the two are connected.
Which Jobber triggers should send a review request?
Job closed, visit completed and invoice paid are all good choices, and you can select more than one. The only rule is not to choose a trigger that fires before you have serviced the customer. Review Harvest keeps track of who has already been asked or has already reviewed.
When is the best time to ask a Jobber customer for a review?
Ask when the customer is most excited about the work. For most businesses that means sending the request right away. If customers are often not there to see the job, such as a house cleaning or a yard service, sending within 24 hours is a safe bet.
How many review reminders should you send?
Three follow-ups is the recommended setting. It has produced the most reviews with the fewest annoyed customers. You can turn the number up or down under Request scheduling, and pause all requests from the same place.
Can you ask past Jobber customers for reviews?
Yes. Click Import clients under Client import to pull in every past customer with an invoice, then click Manage and Start getting more reviews. A reactivation like this can get 10 to 20% of the list to leave a review over three to five weeks.
How do you disconnect Review Harvest from Jobber?
Log in to Jobber, scroll to the very bottom, click Connected apps, and click Disconnect. Once disconnected, new customers no longer flow into Review Harvest automatically, so requests stop going out on their own.
