ServiceMonster 6.1.3 Release Notes

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release.

Date of release: November 8th, 2017

For information on previous releases, please visit the release notes archive.

New to ServiceMonster? Try it now!

Features

  • (1445) When hovering over a scheduled job, the flag now displays details about the job.
  • (2082) Order sidecar header has been updated. Top header is always hard-coded to primary site, menu button is removed, and the site name is clickable and allows navigation to the site page.
  • (2152) If no dispatch location is set, defaults to company address. Users can change the setting by navigating to schedule settings > dispatch location then set to alternative.
  • (2194) Contracts added to audit trail on the account newsfeed. Also shows in global audit trail, and the audit area in contracts.
  • (2333) Schedule Job hover box – add Order Group and 2nd account phone number like ServiceMonster 5 has.
  • (2338) Phone number now properly formatted for the site widget.
  • (2349) Today button now displays current day and in map view is labeled as Today instead of This Week.
  • (2379) Twilio has been added to the Marketplace. Notify employees of schedule changes, and send your customers job reminders via text.
  • (2380) Existing jobs on the schedule now have the option of having reminders generated.
  • (2381) Users can now set the phone number as CanText for new accounts.
  • (2382) New reminder list for all notifications. Can be found in the Schedule submenu.
  • (2444) Use your own Twilio number when sending out SMS messages from ServiceMonster. Use your own Twilio number so that your customers and technicians can reply to your company phone number. Have more control in sending out text messages.
  • (2445) Existing jobs on the schedule now have the option of having reminders generated without them being moved. After supplying the email and phone number, users have the option of having the job rerun through the defined parameters that generate notifications.
  • (2446) It’s no longer quite so easy to inadvertently move jobs on the schedule. Drag-and-drop mode is entered after .5 seconds (drag-and-drop mode is discernible with gray box-shadow).
  • (2450) Phone number now pulls from the account section of Quick Add for notifications.
  • (2455) Email now pulls from the account section of Quick Add for notifications.
  • (2456) Creating a New Account from Quick Add allows you to set CanText and DoNotContact.
  • (2545) Pass phone numbers from ServiceMonster to SendJim. If users are looking to do some marketing campaigns against phone numbers, ServiceMonster will ship the phone number to SendJim if the account record has a number on file.
  • Fixes

  • (1685) Google Event now successfully removed when a job is unscheduled.
  • (1965) Can now view more than 10 service items on an order.
  • (2117) Service items are now deleted when changing a site for an order that has line items linked in service items.
  • (2274) Fixes to the Time Log tab of the Job Window.
  • (2295) Save prompt on account no longer malfunctioning.
  • (2299) Wait list now refreshes after jobs are moved.
  • (2323) Progress indicator for DIY Marketing now correctly displays export progress.
  • (2329) Sites grid now shows Active instead of All Sites.
  • (2330) Tasks/Notes/Activities can save with 0 duration, this prevents it from displaying on the schedule.
  • (2340) Desktop Image Upload no longer stripping numbers from file name.
  • (2347) Right Clicking on Schedule to add Activity will not assign default tech.
  • (2354) Overflow corrected on Save & Close button on schedule modal.
  • (2357) Balance Due at the bottom of the order screen now always displays.
  • (2358) Changing the reply to email address in drip campaigns now successfully saves.
  • (2359) Detail tab in export campaigns no longer missing information.
  • (2363) Can now clear product and service group, even after a group item has been added.
  • (2369) Commissions drop down list no longer shows inactive records.
  • (2370) Contracting or extending the length of a job no longer removes techs or displays API error.
  • (2372) Scheduling directly from the schedule screen now triggers notifications.
  • (2373) You can now see if the upsale box is checked or not on invoices.
  • (2443) Schedule no longer returns jobs for the week after clicking the day link at the top of the day column in the schedule.
  • (2448) Visual issues with the DateTimePicker widget have been corrected.
  • (2449) Inactivating notification preferences still creates notifications.
  • (2454) Revoke button for Authorize.Net now works correctly.
  • (2537) Balance due now updating on order when opening multiple orders.
  • (2579) Existing Account information overlaps the Done button in Quick Add. Users reported that certain screen sizes forced their instance of Quick Add to cover up the Done button, leaving them not able to select an account from Quick Add.
  • (2584) Tech selector doesn’t display any technicians. Following an update, Tech selector from Job window was not pulling in technicians available.
  • welcome_to_sm6 (2)

    Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: November 8th, 2017 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (1445) When hovering over a scheduled job, the flag now displays details about the […]

    ServiceMonster Announces Partnership with SoftWash Systems

    The ServiceMonster team is thrilled to announce our partnership with SoftWash Systems, an all-chemical cleaning method and network of companies.

    The new agreement allows SoftWash Systems to customize the ServiceMonster platform specifically for the softwash community.

    Not only will users have full access to ServiceMonster and related mobile apps, they will also be able to utilize our Super Agents service, and have free access to our support staff and training resources.

    We’re excited to help a new class of pressure washers build their business and become more professional, efficient, and profitable.

    The ServiceMonster app is available for both Android and iOS devices. For detailed information on the latest releases, check out our release notes.

    sm_softwash_facebook

    The ServiceMonster team is thrilled to announce our partnership with SoftWash Systems, an all-chemical cleaning method and network of companies. The new agreement allows SoftWash Systems to customize the ServiceMonster platform specifically for the softwash community. Not only will users have full access to ServiceMonster and related mobile apps, they will also be able to […]

    ServiceMonster Mobile 3.7.1 Release Notes

    Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster Mobile release.

    Date of release: October 19th, 2017

    For information on previous releases, please visit the release notes archive.

    New to ServiceMonster? Try it now!

    Download the ServiceMonster Android app

    Download the ServiceMonster iOS app

    Features

    • (2183) – Added SendJim option. If users are integrated with SendJim and they can send postcards to clients and neighbors from Mobile 3.
    • (2181) – Completion checklist. A completion checklist allows companies with various processes to complete an order and make sure they didn’t leave anything out. Users are reminded to collect a payment, take pictures, collect signature, and/or email an invoice. After users complete whatever fits their company process, they can select Finish, the order is set to an invoice and the completion date gets set.
    • (2180) – Service items list. From the site page users can quickly add service items.
    • (2179) – New site page. The much needed site page is finally here in Mobile 3. This allows you to add and view a site note along with contact info and create service items against the site. Great for commercial accounts.
    • (2178) – Site lookup page updated. Update the Site lookup page to allow for users to add new sitest and see notes for existing site records.
    • (2165) – Site card updated. Map is smaller and card body includes the site name and site reference.
    • (1991) –  Creating a task without date no longer breaks. New task page requires date, time, duration, and route.
    • (1856) –  Service item dimension totals next on the same page as Service Items when adding them from an order.
    • (1535) – Phone and email links on the account page now fire off an event. Phone number is linked to call the dialer, and email is linked to the email page.

    Fixes

    • (2419) – Adding a new site no longer clears page when doing address lookup.
    • (2018) – Selecting the Save button multiple times for new jobs created many jobs. Save button can no longer be selected multiple times.
    mobile3_release (3)

    Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster Mobile release. Date of release: October 19th, 2017 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Download the ServiceMonster Android app Download the ServiceMonster iOS app Features (2183) – Added SendJim option. If […]

    Time to Order Holiday Cards!

    It’s time to start thinking about your holiday marketing. Luckily, if you’re a ServiceMonster customer, we don’t make you think too hard! Order online now.

    Our FillMySchedule program is fully automated, allowing you to complete direct mail marketing campaigns with a push of a button. All you need to do is approve the customer lists that ServiceMonster generates for your company. As soon as that’s been done, we will produce, print, stuff, stamp, seal, and mail your 4″ x 6” tent-fold cards for you. We make it easy for you to keep your company name in front of your customers!

    Sending holiday cards accomplishes three key things:

    (1) It shows your customers that you’re there when they need you (in case they want a clean house for their guests – or a clean house after their guests leave!).

    (2) It helps you prepare for the slow season by getting jobs on your schedule.

    (3) The fact that you went to the effort of sending them a greeting card will leave a lasting impression.

    Our holiday greeting cards come in six different card designs, with fully customizable inside content.

    Ready to place your order? Great! Let’s get started:

    1. Pick your preferred card front.

    2. Draft up what you’d like the inside of the card to say, or choose one of our pre-written greetings (to see the greetings, click through to the online order page).

    3. Decide what type(s) of customers you’d like us to mail to. Residential customers? Customers you’ve serviced in the last 24 months? Everyone?

    We’ll customize the envelopes with the customers’ names and include your message, along with your business name, logo, and contact information. All you need to do now is relax and enjoy the holiday season!

    Do your part to keep your clients yours. Send them a thoughtful greeting card! Remember: good customer retention means more stability and profitability for your business throughout the year.

    Here are the designs you can choose from:

    holiday-cards

    Important: Place your order on or before November 24th and your cards are guaranteed to ship by December 8th, AND you pay a discounted rate of $1.30 per card! Orders placed after November 24th cannot be guaranteed a specific ship date, and the price per card increases to $1.40.

    We strongly encourage early orders due to limited selection and mailing delays.

    You don’t see the majority of your customers on a consistent basis. Holiday cards are a great way to reach out and remind them that you’re available to clean up their home or business!

    Order online, by email (sales@servicemonster.net), or give us a call at 888-901-3300.

    xmas-cards

    It’s time to start thinking about your holiday marketing. Luckily, if you’re a ServiceMonster customer, we don’t make you think too hard! Order online now. Our FillMySchedule program is fully automated, allowing you to complete direct mail marketing campaigns with a push of a button. All you need to do is approve the customer lists […]

    ServiceMonster 6 Introduction Webinar

    Date: Thursday, October 12th, 2017
    Time: 2:00 pm Pacific


    There’s no better time to switch to ServiceMonster 6!

    In this webinar, we’ll show you how easy it is to try the new version, what’s new, what’s different, and we’ll also cover some handy timesavers that you’ll want to be aware of, including the new Quick Add feature, as well as some amazing scheduling tools.

    NOTE: ServiceMonster 6 is included in your ServiceMonster subscription, so you don’t need to worry about paying anything extra.


    Please access the live event on Thursday using this URL: https://servicemonster.adobeconnect.com/sm6101217

    webinar_october

    Date: Thursday, October 12th, 2017 Time: 2:00 pm Pacific There’s no better time to switch to ServiceMonster 6! In this webinar, we’ll show you how easy it is to try the new version, what’s new, what’s different, and we’ll also cover some handy timesavers that you’ll want to be aware of, including the new Quick […]

    ServiceMonster 6.1.2 Release Notes

    Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster release.

    Date of release: October 3rd, 2017

    For information on previous release, please visit the release notes archive.

    New to ServiceMonster? Try it now!

    Features

    • (1572) Email Route Packets (backend). Users are now able to email route packets directly to technicians by specifying which emails they’d like to send to.
    • (1940) Job created looks at Global Appointment settings to create notification records. These added rules ensure that notification settings update when a job’s status (for example, from Pending to Cancelled) changes.
    • (2147) Set Current Day as Default. The first day of the schedule now defaults to Current Day, as opposed to Sunday. This is for new subscriptions only; current users will still need to manually adjust their schedule settings.
    • (2193) Recent Activity Menu on Incorrect lay/blocked by jobs. When expanding the “recently viewed accounts” drop-down menu with the schedule open, any jobs on the schedule will block part of the expanded menu.
    • (2242) Added database table and model for SMS Templates.
    • (2250) Drag and drop jobs onto the waitlist. Users are now able to drag jobs over to the waitlist. The job will remain on the schedule itself, but dragging+dropping will mark it as “on the waitlist” so users do not need to open the job screen to do this.
    • (2251) Display jobs scheduled in the past on the waitlist. When a job’s schedule date passes, the job will remain on the list but have a lower opacity.
    • (2252) Company Job Reminder Settings UI. Added section for job reminder settings in the Company Settings section.
    • (2253) Global Notification Settings. Users have the option of setting ServiceMonster to create appointment reminders for ALL jobs or to manually create appointment reminders in Quick-Add.
    • (2254) Created New Notification setting for generating appointment reminders.
    • (2255) Quick-Add job reminders and confirmation option.
    • (2257) Update Job Window. Move SendJim, Cancel and Save and Close to the footer. Also if there is a note, the note tab will be yellow instead of always yellow.
    • (2270) SMS Templates. Added in a third tab to the Templates section in Settings for SMS templates.
    • (2271) Route totals. Users will now have the options to show individual or all route totals. This feature has also been updated to exclude orders that have multiple jobs on multiple routes (for example, if an order has 2 jobs on 2 routes, then only 1 of those jobs is calculated for the global total for all routes).
    • (2272) Job List grid needs a custom filter option.
    • (2273) Job Window Notifications tab. This feature will allow users to remove specific jobs from having reminders created in the future.
    • (2279) Display first day of the week when using the month calendar. When using the calendar to jump to a different date, the date selected shows as the first day of the week, not whichever day they have selected to show as the first day of the week in their schedule settings.
    • (2280) Add link for “Today Is” on the schedule. This link does the same thing as the “This Week” button.
    • (2283) Add option to LineItemsEditor for changing height of rows for a more condensed or expanded view. When users are on the last visible line item (on the Order screen or in Quick-Add) and are using ‘tabbing’ through, tabbing from Tax (the last option on the line item row) adds the next set of rows and focuses on the 6th item field. Currently, there are only 5 rows by default in new orders.
    • (2291) SM6 Bulk Add Item needs to be like SM5. When bulk adding items, the products and services are now nested in their appropriate groups (same layout as SM5).
    • (2305) Job Notification Settings. Relabeling ‘New Notification’ to Notification Settings, and ‘Notification Settings’ to Preferences.
    • (2306) Notify Customer AFTER Job. Added a toggle for reminders after jobs.
    • (2308) Display contact info for notifications.
    • (2313) Send SMS confirmation from job window.
    • (2316) Add Save and Close button to the job window.
    • (2325) Manager users should not see the User icon on the Settings page. 
    • (2341) Activities does not trigger “Recent Activity” event. When adding an activity to an account from the Newsfeed, this now records the account in the “Recent Activity” drop-down menu.
    • (2343) Tighten up Schedule Top toolbar.
    • (2348) Allow text selection on hover. When hovering over a job on the schedule, you can highlight text.

    Fixes

    • (1906) Job detail dialog incorrectly displaying status for unscheduled jobs. This issue was happening because there wasn’t a job status in the system that corresponds to a job being on the Unscheduled sidecar.
    • (1920) Order Email Default Subject Line. In SM5, the default subject line when sending emails from the order screen was the [Company Name] – [Order Number]. In SM6, the subject line was blank. We’ve now fixed this in SM6 to be the same as it is in SM5.
    • (2040) SM6 – Issues when creating new leads. Corrected the auto-formatting of phone numbers (was 8881230000 and is now formatted as (888) 123-0000); the acquisition date and lead source will now auto-populate; and the address information will go into the primary address, not a secondary site address (this only happened if the lead’s info was entered in with only a city and zip code).
    • (2141) Address helper does not go off Dispatch Address. The address helper’s suggestions are based off of the scheduler’s current location as opposed to the dispatch location. Typically, this does not present any issues. However, if a company has tele-receptionists or a remote office staff, this makes data entry cumbersome.
    • (2168) Drip Campaign Hotfix – Booleans break filters. The server wasn’t properly handing null values.
    • (2228) Newsfeed caching issue for subject lines. There wasn’t a caching issue, just no call to the server to refresh the dialog box after it was closed. This was noticeable when trying to save an activity after editing the subject of it via the Newsfeed.
    • (2239) Typo on schedule modal > schedule history. “Scheduled” was previously written as “sceduled”.
    • (2276) Discount % Box kicks users off page if hitting enter.
    • (2281) Not all phone numbers are properly formatted on the schedule hover. Numbers would sometimes be formatted properly: for example – (888) 123-0000; and other times formatted as 8881230000. This would happen if a company had their data imported; we’ve now fixed this to where all phone numbers will be formatted correctly, regardless.
    • (2301) Technician notifications are not being sent when a job is created via Quick-Add.
    • (2312) Calendar icon in the wrong field for new notifications.
    • (2322) Cannot download documents from previous marketing campaigns.
    • (2342) Search is broken on Activities grid. 
    • (2345) Jobs disappearing from the schedule. If a commercial account, and it had no first or last name associated with it, the site for the job had a Null first name; this caused the schedule to error out when trying to parse the Null first name of the site.
    • (2346) Schedule loads with week view that loaded previously.
    welcome_to_sm612

    Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: October 3rd, 2017 For information on previous release, please visit the release notes archive. New to ServiceMonster? Try it now! Features (1572) Email Route Packets (backend). Users are now able to email route packets directly to technicians […]

    Why You Should Film Customer Testimonial Videos

    Picture this, if you will: It’s Friday. You’ve had a long week, and you’re craving a good steak. You do a quick search online of best places for steak in your area, and come up with two options:

    Restaurant 1’s website claims that their steak is the tastiest around (according to content written by the restaurant itself).

    Restaurant 2 is purported to have the best steak in the area, as well. However, the difference is that you learn this via reviews of the restaurant on Facebook, written by customers who have dined there over the last few months.

    Which candidate is going to win your dinner business?

    You realize that any restaurant could claim to be the best at a certain dish or cuisine, but when a positive assessment comes from someone who has no ‘steak’ (see what we did there?) in the business, it carries a lot more weight. An unbiased opinion is always more persuasive.

    Restaurant 2 it is!

    – – – – –

    We have no doubt that your company does stellar work and that your customers are in great hands with you. But, regardless of how well you sell your services, you still can’t change the source: you.

    Testimonials’ strength lies in the fact that they come from a source outside your business, who has seen proof of your work and was happy with the outcome. This impartial opinion fosters positivity and confidence in your prospects.

    What is a testimonial video?

    Before we get any deeper, let’s go over what a testimonial video is. A video testimonial is simply an on-camera endorsement of your services from a customer. The best ones are straight-forward, short, and upbeat. Though videos require more work than simply pasting a quote or two on to your website, they provide an organic way for prospects to learn about how great you are, straight from the horses (er… your customer’s) mouth.

    Are videos more persuasive than text?

    Without a doubt, yes. Because viewers can see your testimonial-offering customer in the video, there is an automatic feeling of authenticity from the beginning that’s inherently lacking when it comes to text testimonials.

    Seeing a homeowner or business owner talk about how satisfied they are with your services can be a key factor in your home-owning and business-owning prospects (who personally identify with the customers in the video) choosing to use your company.

    What do I need to consider before I make a testimonial video?

    Even though videos do naturally come across as more authentic than text testimonials, that doesn’t give you free reign to hand your customer a script and tell them to read it to the camera. We recommend brainstorming a short list of questions before filming, and passing them along to your interviewee a day before filming. This will give them time to review the questions and consider how they’d like to answer them, so they won’t be blindsided when the camera is rolling.

    Some questions to consider asking:

    • If someone called you and asked why they should use our services, what would you tell them?
    • What would have prevented you from using us?
    • Where did you hear about us?
    • Overall, what was the experience like?

    What do I need to think about during filming?

    Don’t get hung up on purchasing an expensive camera, especially if you’re just starting out with video testimonials. You can even use your phone! Just be sure to shoot it using widescreen (turn the phone horizontally), and steady it against something.

    Be mindful, too, of the location you choose to film – it can make a difference in how watchable the video is. Try filming in front of or inside of the customer’s home or business.

    Another important consideration is audio quality. You’ll want to avoid locations that produce an echo, and busy places with lots of people talking or traffic noise. While you certainly can edit the audio post-production (after you’ve filmed), ideally you wouldn’t have to do too much to it. We recommend considering a wireless lavalier that you can run into your camera.

    Also, make sure there’s enough room on your recording device for the whole interview (plus some extra in case the discussion runs longer than anticipated).

    What do I need to do after filming?

    After you’ve thanked your customer for their time and thoughts, it’s time to start editing. This can be as long or as short of a process as you’d like, depending on how filming went and what you’d like your finished product to look like.

    Try to edit the content down to focus on the most glowing praise, and keep it short – we recommend no more than a couple minutes. Remember, people tend to have very short attention spans!

    Once I have a finished video… what do I do with it?

    First, send it to the featured customer and get their approval. Then… share it!

    Create an email drip campaign in ServiceMonster 6 for people you haven’t serviced in a while, and include the video to convey the voice of your customers.

    Create a ‘case study’ section on your website and include the video.

    Share on your social media channels, like Facebook and Twitter, and create a ‘testimonials’ playlist on YouTube and place the video in there.

    Also, if you have a salesman, be sure to share the video with them. They can use it as a tool when chatting with new prospects.

    – – – – –

    Customer testimonial videos are unique because they’re persuasive and very effectively able to establish credibility for your company. Though they can be a bit labor intensive, we strongly believe that they’re worth doing because of the tremendous boost they can offer your business. Give them a try… and let us know how it goes!

    video-testimonials

    Picture this, if you will: It’s Friday. You’ve had a long week, and you’re craving a good steak. You do a quick search online of best places for steak in your area, and come up with two options: Restaurant 1’s website claims that their steak is the tastiest around (according to content written by the […]

    ServiceMonster 6 Introduction Webinar

    Date: Thursday, September 28th, 2017
    Time: 12:00 pm Pacific


    There’s no better time to switch to ServiceMonster 6!

    In this webinar, we’ll show you how easy it is to try the new version, what’s new, what’s different, and we’ll also cover some handy timesavers that you’ll want to be aware of, including the new Quick Add feature, as well as some amazing scheduling tools.

    NOTE: ServiceMonster 6 is included in your ServiceMonster subscription, so you don’t need to worry about paying anything extra.


    Please access the live event on Thursday using this URL: https://servicemonster.adobeconnect.com/sm6092817

    webinar_september

    Date: Thursday, September 28th, 2017 Time: 12:00 pm Pacific There’s no better time to switch to ServiceMonster 6! In this webinar, we’ll show you how easy it is to try the new version, what’s new, what’s different, and we’ll also cover some handy timesavers that you’ll want to be aware of, including the new Quick […]

    ServiceMonster 6.1.1 Release Notes

    Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster release.

    Date of release: September 19th, 2017

    For information on previous release, please visit the release notes archive.

    New to ServiceMonster? Try it now!

    Features

    • (1837) Apps category is the default view for Marketplace.
    • (1851) In developing features to support Parent/Child account relationship, Parent Accounts will have a list of all Child accounts that relate to it.
    • (1903) Now users will be able to configure their WebForm settings from ServiceMonster 6 instead of having to go to ServiceMonster 5.
    • (2068) Activities will support Sub-Types. This is important for setting Note activities with sub-type of Tech in order for them to print on route packets.
    • (2145) Updated Print option modal to allow for setting of default print option and other minor visual tweaks.
    • (2188) Users can change sites from Quick Add when creating an order for an existing account.
    • (2189) Added a link on Child account page to link to the Parent Account.
    • (2202) Updated Account sidecar to include whether an account is set for review, has an alert or is active.
    • (2207) Grid column search gives user the ability to hover over a column header and search against that specific column. This is an improvement for searching against all columns.
    • (2222) Email templates and marketing campaigns were a friction point since they resembled each other yet had different functionality. We have removed the Email Templates link from the Marketing tab and on the settings section added a templates page. The templates page will have tabs where users can manage Business templates (email templates) and Marketing templates. When we add text notification, this is where users will be able to add Texting templates.
    • (2233) On the schedule above routes we are displaying daily totals. This sums up the totals for the orders for that day.
    • (2247) Those who have integrated with SendJim through ServiceMonster will see account activities created each time they send out a SendJim transaction. This will allow users to reference what was sent to SendJim.
    • (2277) Searching for an account using global search used to display results as “Account:Acme Account” and now a bit cleaner as “Acme Account”.
    • (2278) In SM6, targeted accounts for FMS Orders was hidden in the approval wizard. Now users can click on targeted accounts and will be taken to the approval wizard with accounts to be reviewed.
    • (2296) Added filter options on Accounts History tab. This is where users expect to see their payments and order history.

    Fixes

    • (1728) When adding packages to an order, line items were shuffled. Users create packages with line items in a specific order and SM6 was not keeping that order.
    • (1745) Job hover on the schedule needs to hide when anything else is selected.
    • (1844) Dragging a job from the schedule to the Unscheduled pane, should not bring up other job hovers.
    • (1866) Printing route packet will default to current date instead of the first day of the week.
    • (2080) Sales Tax not calculating the same between SM5 and SM6.
    • (2098) Discount applied twice when an order is copied from a previous order with discount already applied.
    • (2151) Suggested addresses from Google covers existing address on site widget. Users expect to see previous address when updating.
    • (2204) Cannot integrate with third-party vendors from the Marketplace in SM6.
    • (2220) Leads list missing Account name column.
    • (2224) Several drop downs were not properly mapped (Task Types, Unit of Measure, Products and Services).
    • (2226) Repeat Rate set to NaN for new subscriptions.
    • (2231) Hide “Set Default Home” button on individual records.
    • (2264) Discover Cards were not being accepted in SM6. Needed to fix the logic that would validate card numbers and map to card type.
    • (2285) Drop downs for Account Type and Sub-Type, Order Group and Sub-Group were not properly mapped.
    • (2292) Order screen wasn’t properly rounding decimal value against quantity whole number.
    • (2297) Activities modal would cut off the calendar when scheduling an activity.
    • (2300) Billing Statements Site link doesn’t work.
    • (2303) Order lead source causing Campaign Results report to not include records where lead source was an account referral.

    Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: September 19th, 2017 For information on previous release, please visit the release notes archive. New to ServiceMonster? Try it now! Features (1837) Apps category is the default view for Marketplace. (1851) In developing features to support […]

    #AskServiceMonster 031: How to Scale Your Service Business: Part 1 (Mike from SteamPro)

    IN THIS EPISODE:

    • Question: “How can I scale my business? How can I grow and hit that $1, $1.5 million dollar mark?”


    #AskServiceMonster is a weekly series where we answer your service business-related questions. Have a question you’d like us to answer? Email us at ask@servicemonster.net, use the hashtag #AskServiceMonster on Twitter, or leave it in a comment on YouTube or Facebook.

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    IN THIS EPISODE: Question: “How can I scale my business? How can I grow and hit that $1, $1.5 million dollar mark?” #AskServiceMonster is a weekly series where we answer your service business-related questions. Have a question you’d like us to answer? Email us at ask@servicemonster.net, use the hashtag #AskServiceMonster on Twitter, or leave it […]