When you click on your Orders tab, you may notice that it looks a little different than before; this is because you now have a Next Scheduled Read more
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Everything you need to know about ServiceMonster.
Everything you need to know about ServiceMonster.
When you click on your Orders tab, you may notice that it looks a little different than before; this is because you now have a Next Scheduled Read more
So you’ve gone to a house to do a job. You charge per square foot, so you spend a chunk of time at the beginning Read more
We have several default order forms for you to use, pre-loaded into the system. But what if you want to use a form you’ve adopted Read more
With the release of ServiceMonster 5.6.6, you can now track the status of your invoices. This makes it easy to know at a glance which Read more
One of the most important elements of your customer interactions is likely the invoice itself: it details services and policy for the customer, and is Read more
After the Job is completed, you will need to convert the Work Order to an Invoice. To access a list of these types of orders on the Home tab Read more
In ServiceMonster, one Order can have multiple Jobs tied to it. This is useful for several different scenarios: Multiple day Jobs Drop offs and pickups 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
Using Email Templates can be useful to convey a consistent message to your customers. There are several different places where you can send emails to your Read more
There are several places that you can record notes in ServiceMonster.. The following shows where notes can be entered and where they show up on Read more