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.

ask-servicemonster-031

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 […]

#AskServiceMonster 030: SEO for Service Businesses

IN THIS EPISODE:

  • Question: “What is search engine optimization (SEO)? What do I need to know about it? What can I leverage? What can I do on my own? What can I expect to pay?”


#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.

ask-servicemonster-030

IN THIS EPISODE: Question: “What is search engine optimization (SEO)? What do I need to know about it? What can I leverage? What can I do on my own? What can I expect to pay?” #AskServiceMonster is a weekly series where we answer your service business-related questions. Have a question you’d like us to answer? […]

#AskServiceMonster 029: Why You Need a CRM

IN THIS EPISODE:

  • Question: “What is ‘CRM?'”


#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.

ask-servicemonster-029

IN THIS EPISODE: Question: “What is ‘CRM?’” #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.

The ServiceMonster Show (August 21, 2017): Facebook Trending News, Huge Convention, Webinars

THIS WEEK IN SOCIAL MEDIA:

THIS WEEK IN SERVICEMONSTER

  • SEO: Bad backlinks – how to fix them.
  • Looking into local SEO pros.
  • A peek into how we create our demo data.

SERVICEMONSTER PRODUCT UPDATES

  • ServiceMonster 6.1.1 – hotfix, slow roll.
  • Mobile 3 – SendJim button!


The ServiceMonster Show is a place for us to share what’s been happening on social media, as well as what’s new in ServiceMonster and ServiceMonster Mobile.

THIS WEEK IN SOCIAL MEDIA: LinkedIn is adding native video: https://wersm.com/get-ready-to-shoot-native-video-on-linkedin Twitter now lets users view tweets by topic: https://www.buzzfeed.com/alexkantrowitz/twitter-adds-algorithmically-curated-tweets-by-topic?utm_term=.wuq8P6P62#.ye1BQ0Q0r Facebook rolls out Trending News section on mobile (with its own link): https://techcrunch.com/2017/08/14/facebook-is-rolling-out-a-trending-news-section-on-mobile-now-with-its-own-link We went to the Huge Convention! Thank you for everyone that stopped by and said hello! Three more webinars still to come […]

#AskServiceMonster 028: Should You Worry About the Competition?

IN THIS EPISODE:

  • Question: “Competitors. What do you think about them? I’m getting some conflicting information from some of the gurus I follow, and am curious on your position on it.”


#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.

ask-servicemonster-028

IN THIS EPISODE: Question: “Competitors. What do you think about them? I’m getting some conflicting information from some of the gurus I follow, and am curious on your position on it.” #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, […]

ServiceMonster 6.1 Release Notes

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

Date of release: August 16th, 2017

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

New to ServiceMonster? Try it now!

Features

  • (2023) Email Route Packets. If techs are in the field and not using ServiceMonster Mobile, users can now email them their route packet.
  • (2031) Orders now have the option to be grouped. This option was used heavily by ServiceMonster 5 users.
  • The FillMySchedule section of ServiceMonster 6 got a facelift. Check out that section and sign up for FillMySchedule.
  • (2107) Added Account Name, Order Created, and Completion date to the commissions list. This should help in managing commissions.
  • (2146) Option now exists to create Recurrences in the future. Another ServiceMonster 5 feature that many depend on.
  • (2148) iOS users who take pictures with their device now have the option of uploading it to the Account page.
  • (2166) Users can now quickly navigate around ServiceMonster 6 by selecting the GoTo button in the top-right corner, or by selecting CTRL + CTRL on their keyboard from anywhere in the application.
  • Contracts now available from the Account page. If you do recurring business, this feature allows you to manage that quicker and easier. When a contract is created, that contract can be associated with a recurrence and placed on your schedule to remind you of the work.
  • SendJim is available through the Marketplace. Integrate with SendJim and send out thank you cards directly to your customers or market to their neighbors.

Fixes

  • (1892) When hovering over a job on the schedule, the proper site is now displayed (NOT the primary site for account).
  • (2004) Save and New option for Products and Services is now refreshing a blank form on Save.
  • (2008) New commercial accounts created don’t require a first and last name now.
  • (2014) QuickBooks users using IIF connection type will notice that the site info now copies to QuickBooks for Invoices.
  • (2015) Default Technician now properly deactivated from route.
  • (2024) Users can now select email template when emailing from Order.
  • (2033) Unpaid Invoices from Home Deck are now linked correctly.
  • (2047) Fixed auditing for Products and Services.
  • (2079) Can now update lead source for orders where lead source is required. Lifted the restriction.
  • (2081) Drip campaign engine does not execute every 15 minutes, so that option has been removed when creating a new drip campaign.
  • (2099) Company tab no longer required to be populated when creating a new commercial account.
  • (2106) User now prompted to save any unsaved changes on an order or account when navigating between tabs.
  • (2110) Yearly drip campaign scheduling bug fixed.
  • (2111) When creating a new order, the order now pulls the lead source from the account when it is the first order.
  • (2120) Copying an order now copies the line item discounts properly.
  • (2121) Line Item Amount can now be set to a whole number.
  • (2124) The status of new call activities no longer change from Pending to Complete automatically on saving.
  • (2125) Activities grid no longer has the Assigned To and Updated By fields missing.
  • (2133) Voiding an Order now removes the job from the schedule.
  • (2137) Default Admin user cannot be modified unless it is to update the password. This user is given when users are first registered with ServiceMonster.
  • (2138) Lead source widget now clears when looking at multiple orders.
  • (2144) Now all user roles can submit support tickets from ServiceMonster.
  • (2186) Fixed Account page overlapping of widgets when screen is narrow.
welcome-to-sm6-1

Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: August 16th, 2017 For information on previous release, please visit the release notes archive. New to ServiceMonster? Try it now! Features (2023) Email Route Packets. If techs are in the field and not using ServiceMonster Mobile, […]

The ServiceMonster Show (August 14, 2017): SoundCloud Update, Facebook ‘Watch’ Tab, Huge Convention

IN THIS EPISODE:



The ServiceMonster Show is a place for us to share what’s been happening on social media, as well as what’s new in ServiceMonster and ServiceMonster Mobile.

the-servicemonster-show-aug14

IN THIS EPISODE: SoundCloud saved!: https://techcrunch.com/2017/08/11/soundcloud-saved Facebook launches Watch tab with original video shows: https://techcrunch.com/2017/08/09/facebook-watch 6.1 release webinar next week! https://www.servicemonster.net/blog/2017/08/02/servicemonster-6-1-release-webinar-features-and-functionality Heading to the Huge Convention in New Orleans, Louisiana this week! We take a peak under the hood of our QA team. 6.1 this week! Mobile 3 SendJim and site upgrades coming soon! The […]

#AskServiceMonster 027: Attending Trade Shows… Worth the Effort?

IN THIS EPISODE:

  • Question: “Trade shows: Are they worth it? Should I go? What should I expect?”


#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.

ask-servicemonster-027

IN THIS EPISODE: Question: “Trade shows: Are they worth it? Should I go? What should I expect?” #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 […]

The ServiceMonster Show (August 7, 2017): Facebook Newsfeed Ranking, SoundCloud, 6.1 Status Update

IN THIS EPISODE:



The ServiceMonster Show is a place for us to share what’s been happening on social media, as well as what’s new in ServiceMonster and ServiceMonster Mobile.

the-servicemonster-show-aug7

IN THIS EPISODE: If your business is on both Facebook and Instagram, you’ll be interested in this! You can now create audiences on Facebook comprised of people who engage with you on Instagram: https://www.jonloomer.com/2017/07/10/facebook-ads-audiences-instagram Make sure your website is as fast as it can be! Facebook will soon start ranking faster-loading websites higher in the […]