What’s New

What’s New – 5.8.0

Option to Not Attach Orders when Emailing from the Job Window We have many users who email from the job window and use it to confirm scheduled jobs. All of those emails, by default, had an order attached to them. You were able to remove…

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What’s New – 5.7.9

5.7.9 Reference No. on Non-Posted Grids and QuickBooks Export History Grid You can now verify your non-posted invoices and/or payments before export, if you use the ref no. on payments and/or invoices. After an export, you can view reference notes for payment/invoice records on the…

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What’s New – 5.7.8

5.7.8 Require Email Address When Creating New Account You now have the option of setting email as a required field when creating a new account. If you choose to turn it on, you will be alerted of any new accounts created in the system without…

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What’s New – 5.7.6.2

ServiceMonster 5.7 Improving our WebForms and credit card processing. Lock Down Payments After a payment is submitted to Authorize.Net, that record is locked in ServiceMonster to prevent users from editing payment information. ServiceMonster does not edit payment recording using Authorize.Net; this feature will prevent any…

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What’s New – 5.7.6

5.7.6 This release focuses on expanding functionality for recurrences. Users requested a way to capture notes for various recurrences, and we answered! Users can now add job and order notes to recurrences.

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What’s New – 5.7.5

5.7.5 Features * Added a new label template to Mail Marketing Campaigns * Google Places Auto-complete for WebForms * Schedule control on WebForms is mobile-friendly * Option to turn on routes for WebForms New Avery Print Label Template When exporting account information to print labels,…

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What’s New – 5.7.4

5.7.4 Features * Recurrence Order Notes: when an occurrence is converted to an order, the occurrence notes are copied to the order notes * Authorize.Net on web version of ServiceMonster * ServiceMonster WebForms released from beta; subscription price updated to $25.00 * Lead Source drop-down…

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What’s New – 5.7.3

5.7.3 This release focuses on WebForms beta. There are three options for WebForms: Basic WebForms, WebForms with Lead Source, and WebForms with Availability Schedule. ServiceMonster WebForms – Basic This option captures name, address, phone number, information on what types of service(s) are requested, and general…

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What’s New – 5.7.2

5.7.2 * Disable double-clicking when submitting payments to avoid creating duplicate payments * Update the Balance Due on the Account Details screen when merging accounts * On the Marketing dashboard, “undefined” customer lead source is resolved * Send emails from the Completion Wizard * Warn users…

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What’s New – 5.7.1

5.7.1 * Cannot use quotes for note in the New Job window (fixed) * Email SMTP username field only accepts email addresses (fixed) * Job default time isn’t being picked up with new jobs (fixed) * Dragging a job on the schedule to a new…

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What’s New – 5.7.0

5.7.0 With many of our users requesting that ServiceMonster store their sent emails in our system, we’ve created a feature that allows you to use your own email services with ServiceMonster. In order to connect these services, users will need to provide their email server…

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What’s New – 5.6.9

5.6.9 This release focuses on the updated version of the New Job window. You are now able to create a new account and a new order from the schedule. We’ve released some other features and fixes, as well. * Cannot save an email as a…

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