Feature Focus

Feature Update: Quick Add

We recently updated ServiceMonster to version 6.3.2, and within that update is a new version of the Quick Add feature. In an effort to help out any of our users who have questions about the new Quick Add, our onboarding specialist, Adam, put together a “quick” video (see what we did there?) giving an overview. …

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Feature Focus: QuickBooks Online

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If you’re already using QuickBooks Online, make sure you integrate it with your ServiceMonster account! Why, you ask? Because with the QuickBooks Online integration, you can export payments, invoices, and other data to QuickBooks quickly and easily. Stop worrying about entering your data in two separate places! Let’s get started. Start off by enabling sales …

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Feature Focus: Recurrences

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If you offer your customers a discount if they schedule regular jobs, such as a pre-paid “stay beautiful” program, or if you service commercial clients on a cycle, the recurrences feature is something that will save you a lot of time. Recurrences help you easily manage and schedule jobs that happen on a regular basis. …

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Feature Focus: Lead Source

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It’s extremely important to know where your customers are coming from. Why? It tells you if your marketing is working! Lead source tracking in ServiceMonster offers insight so you can use your advertising budget in the most advantageous way possible. It allows you to effortlessly identify the marketing and ads that are converting the most …

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