Everything you need to know about ServiceMonster.
To get some background on Employees/Users, click here: How do I create an Employee or User? To prevent a user from accessing your ServiceMonster account, you need to Read more
For Gmail users, the process to set up the integration between email and ServiceMonster is a little more involved. There’s the option to integrate via Read more
For Gmail users, the process to set up the integration between email and ServiceMonster is a little more involved. But it’s well worth the effort! Read more
ServiceMonster records your activity in an Audit Trail. You can find them throughout and are useful if you need to check when something was changed or Read more
Sending out transactional emails to your customers is a great way to start the marketing process. By sending out a job confirmation email before the Read more
If you are sending out the same email over and over again, consider creating an Email Template. These templates can be used to send individual Read more
Data Tags are a powerful tool to customize your content and send a personal message to your customers. The following is a list of the Data Read more
When you add Line Items to Service Items in Tech Mode, you can have the quantity field automatically populate based on the value entered in Read more
Video Index 0:00 – 0:20 – Intro 0:21 – 0:50 – Specific settings 0:51 – 1:07 – Logo Uploading your logo in ServiceMonster will show Read more
By default, the ServiceMonster Schedule is set up with 30 minutes increments. To change to 15 minute increments, follow these steps: Go to your Company Read more