ServiceMonster 6.2.3 Release Notes

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

Date of release: April 5, 2018

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

New to ServiceMonster? Try it now!

Features

  • (3313) Added Package Data Tag. Added a data tag that will pull name and package total based on package number.
  • (3298) Lead Source Added to Orders and Accounts. You can now view lead source on the Order and Accounts grids.
  • (3297) Enabled Navigation to Referring Account. You can now click on an account name and navigate to the referring account.
  • (3272) Route Window Fix. Route window displays all fields again
  • (3252) Orders Email. Successfully view PDF orders (if browser allows) before emailing to customer.
  • (3240) Service Items. The name field defaults to custom service items drop down list instead of blank text box.
  • (3239) Lead Source Addition. Lead source chooser (magnifying glass) added next to lead source under accounts.
  • (3219) Duplicate Account Prompt. Quick Add prompts the user when they are creating a duplicate of an already existing account.
  • (3043) Print Options Default. ServiceMonster 6 defaults to SM Standard if no other print option is selected.
  • (2577) New Data Tags. Added [Job_Tech_Firstname] tag so work orders print with technician’s first name only.
  • (2460) Quick Add Confirmation. Added a phone number and email selector from new or existing accounts.
  • (2414) Deactivating Routes Warning Added. When deactivating a route, SM6 now gives the user a warning/option to move jobs to another route if desired.
  • (3308) Time Column in Schedule. Time column in Schedule now fixed and view-able while scrolling horizontally.
  • (3314) New and Existing Packages. Package number and subtotal fields added for New Packages and existing packages.

Fixes

  • (3307) Timepicker in Job Notifications – required prompt is fixed. 
  • (3304) Can now update an employee record.
  • (3278) Unscheduled jobs stay in “unscheduled” bucket instead of dropping on the schedule cell behind.
  • (3261) Can now save $0.00 amount in payments.
  • (3248) Job audit trails automatically sort in chronological order from the most recent and resort according to the Time Stamp.
  • (3228) Quick Add now does not require order lead source when just going to an account.
  • (3226) Accounts contracts grid list headers no longer missing spaces.
  • (3225) Account: Reference grid column option changed to Account: Reference No. for clarity.
  • (3221) When synced with Google calendars, can successfully navigate to unscheduled jobs account, order, or site details page. 
  • (3184) App handles expired tokens better without throwing an error.
  • (3155) The status of sent out automated job reminders are now accurate.
  • (3138) In orders, the sales rep field now saves as blank if desired.
  • (3066) When navigating away from Job List, selected items clear.
  • (3051) Grid controls are visible. 
  • (3044) Order numbers from the account screen are no longer cut off when using Firefox. 
  • (3024) The tax rate box on the order screen now shows the accurate tax rate: example – 6.625%. 
  • (2995) First and last name fields in leads now populate accurately instead of being blank.
  • (2940) When switching between accounts, no matter how many records per page, the sites now display when clicking on sites.
  • (2927) Marketplace search displays all listings.
  • (2885) Check in/out times no longer rounded to the nearest quarter/half hour, but to the exact minute. 
  • (2883) Column filtering activated.
  • (2864) Quick glance calendar now opens with Safari. 
  • (2620) Open lead and open orders now show the date and time the lead was originally scheduled for. 
  • (2236) SM6 payment modal with Authorize.net now consistent with SM5 – provides the last credit card charge info and disables the run charge button once charge is authorized.
  • (2634) Payment records in SM6 now contain payment type, reference number, memo field, and amount. 
  • (3324) Copying an existing work order now includes the lead source. 
sm-v6.2.3

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: April 5, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (3313) Added Package Data Tag. Added a data tag that will pull name and […]

ServiceMonster 6.2.2 Release Notes

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

Date of release: March 22, 2018

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

New to ServiceMonster? Try it now!

Features

  • (2777) Date and Time pickers updated. Time picker updated to a drop down.
  • (2869) Quick Add orders screen updated. Order screen in the Quick Add now only displays account-specific orders.
  • (3175) Line item delete enhancement. You can now click ‘delete’ on your keyboard and it will delete any line item.
  • (3231) Notes in Activities updated. When creating a new note in Activities, it now defaults to ‘complete.’
  • (3241) Account Type updated. In the Quick Add, Account Type now defaults to ‘customer.’

Fixes

  • (2235) Authorize.net now updates SM6 Payment type appropriately. 
  • (3042) Lead source on Account Details page now reflects the same lead source under Leads List Grid.
  • (3130) Under Settings > Users, new users now appear when modal is closed without refreshing the page.
  • (3138) Sales Rep field now allows for NONE or blank option.
  • (3192) Under Print Settings > Print Options, can now check ‘Blanks instead of zero amounts’ and it will appear blank (no 0’s).
  • (3199) Under Settings > Commissions, now able to easily delete commissions.

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: March 22, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (2777) Date and Time pickers updated. Time picker updated to a drop down. (2869) […]

Technician 1.0.6 Release Notes

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

Date of release: March 21st, 2018

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

New to ServiceMonster? Try it now!

Download the ServiceMonster Technician Android app

Download the ServiceMonster Technician iOS app

Features

  • (2904) Reorder Line Items. Users can now reorder line items from the Order screen. Tapping the arrow button next to the ‘Add Line Item’ button toggles the display of buttons which allow users to move a line item up or down on the list.
  • (3206) Account Screen Redesign. Redesigned the Account screen to more clearly display important information.
  • (3107) App opens to current day. The App should now properly open to the current day.

Fixes

  • (3243) Made keyboard easier to dismiss and improved visibility of ‘Save’ & ‘Cancel’ buttons.
  • (3204) Email page now only shows relevant attachments.
  • (3198) Hid account edit options based on permissions.
  • Various UI bug fixes.
technician-1-0-6

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: March 21st, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Download the ServiceMonster Technician Android app Download the ServiceMonster Technician iOS app Features (2904) Reorder […]

COMPLACENCY IS THE MIND KILLER — #AskServiceMonster 057

IN THIS EPISODE:

  • This week’s question: “I’ve built a good business: 3 trucks, good margins, I’m happy with my lifestyle… but I feel stuck. I’m not depressed, I guess I’m just bored. What do I do?”


#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-057

IN THIS EPISODE: This week’s question: “I’ve built a good business: 3 trucks, good margins, I’m happy with my lifestyle… but I feel stuck. I’m not depressed, I guess I’m just bored. What do I do?” #AskServiceMonster is a weekly series where we answer your service business-related questions. Have a question you’d like us to […]

The ServiceMonster Show (March 16, 2018): Stephen Hawking, Spring FillMySchedule, Product Updates

THIS WEEK IN SOCIAL MEDIA:

THIS WEEK IN SERVICEMONSTER

  • The demo video for ServiceMonster is coming!
  • Order your spring FillMySchedule campaigns now.
  • We’re running out of spots for Super Agents, so sign up today!
  • Interviews, interviews, interviews, and oh yeah, more interviews.

SERVICEMONSTER PRODUCT UPDATES

  • Two releases this week!
  • 6.2 with 18 trackers, and 6.2.1 with 32 trackers.
  • Mobile team is working on stripe.
  • The framework for Mobile 4, or Mobile Operator, or The App, or Mobile 3 replacement is in the works.


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-mar16

THIS WEEK IN SOCIAL MEDIA: Facebook has signed a deal to stream 25 afternoon MLB games: https://techcrunch.com/2018/03/09/facebook-has-signed-a-deal-to-stream-25-afternoon-mlb-games Stephen Hawking, Theoretical Physicist and Author, Dies at 76: http://variety.com/2018/biz/news/stephen-hawking-dead-dies-theoretical-physicist-author-1202726200 You can now ask Google Home devices to send location-based reminders to your phone: https://www.theverge.com/2018/3/14/17119682/google-home-location-based-reminders-phone THIS WEEK IN SERVICEMONSTER The demo video for ServiceMonster is coming! Order your […]

ServiceMonster 6.2.1 Release Notes

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

Date of release: March 15th, 2018

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

New to ServiceMonster? Try it now!

Features

  • (3215) Company Settings updated. Added a field to indicate what payment provider company is integrated to under the Company Settings page.
  • (3211) Quick Add icons. Pick-up and Drop-off icons under Job in the Quick Add have a new look.
  • (3205) Grid headers updated. Fixed grid headers that don’t use filters to operate properly. (Ex: Accounts > [Account] > Contracts)
  • (3200) Site links in Account tabs. Sit links in Account tabs are fixed and now direct you to the information. (See Job History, History, Referrals, Recurring Jobs).
  • (3179) Occurrences field updated. Slight updates and issues addressed to Occurrence field under Recurring Jobs.
  • (3173) Delete option in billing statements. Added the option to delete billing statements in Orders > Billing > Delete Statement.
  • (3141) [Account] > History grid updated. Site name is now available as its own column.
  • (3140) Grid export option updated. Export option implemented on all Account History grids.
  • (3120) Help link updated. The help link now points to the new help video support site.
  • (3039) Quick Add updated. There is now a Save & Close option under the Quick Add instead of just Save & Redirect.
  • (2872) Custom data tags in Marketing Templates. Custom data tags are now available to use from the data tags drop down menu in Marketing Templates. Can now see them properly in preview.
  • (2319) Map view updated. When you click on the address maps, Google Maps now opens in a second tab.

Fixes

  • (3229) Account Type isn’t setting properly from Quick Add. 
  • (3220) A PAID label now appears on voided orders.
  • (3218) Email Marketing Campaigns fails to send a test email.
  • (3217) The active/inactive button under Accounts was made more distinctive and clear.
  • (3214) Can now change how many records to display on any grid in ServiceMonster.
  • (3202) User e-mail now updates when you update Employee e-mail.
  • (3194) In Quick Add, lead source no longer applied when ‘Apply Promo Lead Source” is not checked.
  • (3188) Can apply credit memo from Account > History tab.
  • (3185) Default job duration now changes according to the route selected in Quick Add.
  • (3164) Activity notes now display properly when details are enabled in the Schedule.
  • (3156) Custom View Builder now displays results for State filter (Site:State) so you can filter Orders by State.
  • (3138) Sales Rep field now has a ‘None’ option.
  • (3058)/(3105)/(2412) In Scheduling, you can now cancel unscheduled jobs without any other information.  
  • (3053) Corrected missing field pop-up under Leads > New Lead. 
  • (3033)/(3029) Under Leads > New Lead, last name label now has one colon.
  • (2921) Will no longer get an error when trying to create a work order from an accepted lead. 
  • (2875) Can now see everything on the page when dashboards are expanded.
  • (2854) Unscheduled Jobs send Job Notifications when navigating to an order, site, or account from job window.

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: March 15th, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (3215) Company Settings updated. Added a field to indicate what payment provider company is integrated […]

THE BIRTH OF AN INDUSTRY w/ Wanda York — #AskServiceMonster 056

IN THIS EPISODE:

  • This week’s episode: The origins of the carpet cleaning industry.


#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-056

IN THIS EPISODE: This week’s episode: The origins of the carpet cleaning industry. #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.

ServiceMonster 6.2 Release Notes

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

Date of release: March 9th, 2018

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

New to ServiceMonster? Try it now!

Features

  • (3017) Opportunity page updated. Opportunity Page has been updated to show more information related to the account. Also displays Work Orders along with Estimates.
  • (3022) Opportunity dialog/modal added. A dedicated dialog now exists for new Opportunities. This will allow users to capture more information when creating a new Opportunity.
  • (3023) Opportunity sidecar updated. Added a few new fields that will help manage users’ Opportunity, such as description, owner, due date, and favorite.
  • (3143) Account Type option added to Quick Add. Users can set Account Type from Quick Add now when creating a new account record.
  • (3157) Can now create Orders for Opportunities. We now track which orders are specific to Opportunities.
  • (3180) Link added from Occurrence to Recurrence Settings on the schedule.

Fixes

  • (1967) SM6 Quick Add Suggested Times do not filter on Route.
  • (2753) Right clicking on Activity from Schedule reads Job.
  • (2789) Cannot cancel Activities from the schedule when right clicking to bring up sub-menu.
  • (2859) Require lead source on order is being triggered from Quick Add after adding Account.
  • (2952) IsDirty flag is triggered AFTER saving a new email template.
  • (3018) No delete confirmation when deleting a recurring job from schedule.
  • (3032) No delete confirmation for order disclaimers.
  • (3098) Setting Print Settings as home page makes the grid unresponsive.
  • (3132) Adding Promo from Quick Add does not apply lead source on the Order.
  • (3152) Orders > Accounting > Export History not showing Posted Date.
  • (3182) Adding Promo from Quick Add does not apply Upsale to Line Items.
  • (3186) Newly Created Promotions are set to Inactive by default.
v6.2

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: March 9th, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (3017) Opportunity page updated. Opportunity Page has been updated to show more information related […]

The ServiceMonster Show (March 9, 2018): Bitcoin, Show Format Update, Product Updates

THIS WEEK IN SOCIAL MEDIA:

THIS WEEK IN SERVICEMONSTER

  • We’ve changed the format of The ServiceMonster Show!
  • Monday’s #AskServiceMonster topic focused on not getting burned out: https://youtu.be/R8s6DenGk2A
  • Sam has left the building, and we wish him the best!
  • We’re still looking for another Super Agent, Trainer, and Sales Manager.
  • Joe is working day and night on a new demo video.

SERVICEMONSTER PRODUCT UPDATES

  • 6.2 release coming soon! It includes the groundwork for Stripe, Zapier, and around 30 other trackers. Look for that next week.
  • Technician 1.0.5 was made available on Wednesday!


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-mar9

THIS WEEK IN SOCIAL MEDIA: BlackBerry sues Facebook, Instagram and WhatsApp, alleging patent infringement: http://variety.com/2018/digital/news/blackberry-sues-facebook-instagram-whatsapp-patent-infringement-1202719360 Bitcoin falls 10 percent after SEC warns about unregulated exchanges: https://arstechnica.com/tech-policy/2018/03/bitcoin-falls-10-percent-after-sec-warns-about-unregulated-exchanges Instagram now allows businesses to schedule their posts!: https://beta.techcrunch.com/2018/01/30/instagram-now-allows-businesses-to-schedule-their-posts THIS WEEK IN SERVICEMONSTER We’ve changed the format of The ServiceMonster Show! Monday’s #AskServiceMonster topic focused on not getting burned […]

Set Up Your Spring FillMySchedule Order Now!

Right now is the perfect time to reach out to your customers and encourage them to schedule a cleaning. They will likely gladly accept your offer to help them get their house ready for upcoming springtime gatherings, such as barbecues and pool parties!

But don’t wait for your customers to call you – chances are they’re too busy to make it a priority. Taking the initiative to reach out to your customer base can make a huge difference in your bottom line, and it’s an easy task to accomplish with our FillMySchedule (FMS) program.

What is FillMySchedule?
It’s an automated reminder series consisting of eight customizable tent-fold cards mailed (by us!) to your previous clients advertising the services you offer, your availability, and any specials you might be running. Click here to learn more.

Won’t my customers just throw them away?
FillMySchedule cards will never be mistaken for junk mail. Made from heavy cardstock, the cards arrive in your customer’s mailbox addressed directly to them, with your businesses’ return address and a first-class stamp. They are NOT postcards!

sample-envelope-whitespace-notes-cropped

Your customers are much more likely to be engaged and read through mail that’s addressed using their name as opposed to “Current Owner,” or “Current Tenant,” which means they deliver a high return on your investment! To see for yourself, you can simply log into ServiceMonster – we display your results in the FMS tab in your account.

If any of your cards are marked as undeliverable, they will be returned to you so you can update your records.

What are the spring card options?
We’re currently offering two card fronts to choose from – a bird “Spring is here” design, and a flowers “It’s time for spring cleaning” design.
spring-cards-2
For the inside of the cards, you can write your own message, or choose our pre-formatted message (which we can customize to suit your business). We recommend including a list of services you offer, along with your signature and company logo.

spring-letter-inside-notes

Give your business a boost! Fill up your schedule fast by sending out spring FillMySchedule cards.

If you would like someone to contact you to help set up your campaign(s), please fill out the form below. Someone will be in touch with you soon!

You can also reach us via email (support@servicemonster.net) or phone (888-901-3300).

* If you’re not already a FillMySchedule customer, one of our representatives can help you get set up in a matter of minutes! The FillMySchedule program can also be used to send out thank you and reminder cards — don’t miss out on one of the easiest, most effective steps you can take in bettering your marketing. The most convincing fact to give it a try? ServiceMonster users who take full advantage of ServiceMonster’s marketing features enjoy an average 800% return on the money they spend on cards!

spring-cards-2

Right now is the perfect time to reach out to your customers and encourage them to schedule a cleaning. They will likely gladly accept your offer to help them get their house ready for upcoming springtime gatherings, such as barbecues and pool parties! But don’t wait for your customers to call you – chances are […]