Special Presentation Webinar: Creating Effective Commission Structures That Drive Winning Results

Join us on Thursday, June 22nd as we discuss strategies for effectively leveraging the skills of your technicians and sales team.

Do you pay your employees commission? Is it something you’ve never considered? Has it crossed your mind, but you’re not sure if it’s the right move? Whatever category you fall into, you’ll find this webinar beneficial.

In the webinar, you’ll learn:

– What the different types of commission structures look like

– Why certain commission structures work better than others

– How to get the most out of your technicians and sales team

Webinar details:
Date: Thursday, June 22nd, 3:00 pm Pacific / 6:00 pm Eastern
Login link: This will be emailed to you before the webinar.


Reserve your spot now, and we’ll follow up before the event via email with a link to join.

commission

Join us on Thursday, June 22nd as we discuss strategies for effectively leveraging the skills of your technicians and sales team. Do you pay your employees commission? Is it something you’ve never considered? Has it crossed your mind, but you’re not sure if it’s the right move? Whatever category you fall into, you’ll find this […]

ServiceMonster 6.0.121 Release Notes

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

Date of release: June 5th, 2017

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

New to ServiceMonster? Try it now!

Features

  • (1531) – FMS card content details are too small to read. Card content font and image sizes are now displayed larger when reviewing cards for approval.
  • (1534) – Cannot delete or deactivate sites.
  • (1581) – Second Address Line does not print in all addresses areas on billing statements.
  • (1695) – Print Route Packet needs to not force PDF download.
  • (1696) – Added Created Date and Created By to Job List grid.
  • (1706) – Cannot assign a half an hour duration for activities.
  • (1727) – Documents attached to notes in SM5 are not viewable in SM6.

Fixes

  • (1589) – Order PDF attached to emails even when deselected.
  • (1680) – New user creation screen defaults to the Accounting security.
  • (1703) – Campaign Results Modal has an overflow issue with the Download button.
  • (1705) – SMTP Settings Test Email not sending emails from Firefox.
  • (1709) – Cannot edit existing ‘Send’ block from Drip Campaigns.
  • (1729) – The group drop-down menu within Services won’t scroll with a long list.
  • (1741) – Clicking outside the New Line Item drop-down does not dismiss it.
  • (1760) – Exporting billing statements fails when using All Open Transactions.
  • (1763) – Filters on Orders page breaking (Precompleted and Billing Statements).
  • (1789) – Cannot save an existing order with many service items.
  • (1801) – Saving an email template prompts user to save if unsaved and navigating away.
  • (1818) – Unable to integrate with Google Calendar.
  • (1824) – Fixed caching of orders and accounts.
welcome_to_sm6

Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: June 5th, 2017 For information on previous release, please visit the release notes archive. New to ServiceMonster? Try it now! Features (1531) – FMS card content details are too small to read. Card content font and image sizes […]

ServiceMonster 5 to 6 Transition Webinars: New Dates for June!

Want to learn more about ServiceMonster 6? Attend one of our free webinars!

Here’s the webinar schedule for the month of June. (To register for our special presentation webinar on commissions on the 22nd, click here.)

Dates and Times:

– Friday, June 9th at 11:00 am (ServiceMonster 6: Drip Campaigns / Automated Marketing Setup)

– Thursday, June 15th at 2:00 pm (ServiceMonster 6: Lead Management and Marketing to Prospects)

– Wednesday, June 21st at 9:00 am (ServiceMonster 5 to ServiceMonster 6 Transition)

– **DATE CHANGE** Wednesday, June 28th at 3:00 pm (ServiceMonster 6: Drip Campaigns / Automated Marketing Setup)

* All times are in Pacific.


Discover ServiceMonster 6! The webinars will:

  • Review new features, including Quick Add, waitlisting, and technician GPS tracking,
  • break down best practices for navigating the platform, and
  • take an in-depth look at automated email campaigns.

ServiceMonster users aren’t required to switch from 5 to 6, but if you’re curious about the new features included in 6 and want to make the transition, we invite you to attend!


Reserve your spot now, and we’ll follow up before the event via email with a link to join.

webinars (1)

Want to learn more about ServiceMonster 6? Attend one of our free webinars! Here’s the webinar schedule for the month of June. (To register for our special presentation webinar on commissions on the 22nd, click here.) Dates and Times: – Friday, June 9th at 11:00 am (ServiceMonster 6: Drip Campaigns / Automated Marketing Setup) – […]

ServiceMonster 6.0.120 Release Notes

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

Date of release: May 23rd, 2017

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

New to ServiceMonster? Try it now!

Features

  • (1389) – Package Detail screen has been fixed. The design of this screen did not match similar screens in the program.
  • (1553) – Lead Source Chooser no longer shows an ‘x’ when it shouldn’t.
  • (1604) – SM6 Schedule – Show Details now on Job Board.
  • (1628) – Order Notes toggle added to Quick Add. Toggling the Order Notes will hide the line items and allow users to use existing order notes (from past orders) or add new notes.
  • (1640) – New Product and New Service can now be added from line item control. If a product/service isn’t currently available in the item list, users can choose to add a new product or service from the Order screen.
  • (1678) – Opportunity Board has been updated to include a New Opportunity button.
  • (1679) – Quick Add Activity buttons have been updated. The Call and Note buttons on the Quick Add screen will now be labeled as such.
  • (1682) – Grid Export option. Only visible columns will export as opposed to all columns.
  • (1687) – Accepting Lead now creates Note Activity for the Account. A note activity will go into all new leads’ accounts notating that the lead was accepted; the body of the note will include the Lead Note.
  • (1691) – New Recurrence End Date option. Users will now need to specify if a recurrence has an end date or no end date.
  • (1692) – Changing Resource no longer navigates to current week. After navigating to a different week and then changing the route/resource, users will not be redirected back to the current week.
  • (1735) – Olark chat added to ServiceMonster 6. SM6 will now have chat support similar to what is available on the ServiceMonster support site.

Fixes

  • (1431) – The date range for jobs shown on the Job Board is no longer different from the range shown on the schedule.
  • (1574) – Default Duration now applying. When using Quick Add to schedule a job, the default job duration reverts to the system default of one hour.
  • (1580) – Autosave / warning message in New Email Template creation. Users will now be prompted to save when navigating away from a screen with unsaved changes.
  • (1603) – Froala template changes. Borders will not show in sent emails as they are shown in the editor; added a CSS rule to fix Froala’s default style for images so they are not resized within the editing screen.
  • (1617) – Correction Line Item added in SM6.
  • (1624) – Deny Access now saving record correctly. Can now change a user record to “Deny Access” to deactivate the user login.
  • (1633) – When dragging a job from Unscheduled to Route, the job now uses route defaults for duration.
  • (1657) – Recurring Job – scrollbar moved to right of screen.
  • (1668) – Creating Recurrences – Line Items now get reordered and duplicated.
  • (1674) – Can now upload employee image. Users can now upload employee images in the employee record screen.
  • (1694) – Creating a job in SM5 now syncs to Google AFTER saved in SM6.
  • (1699) – SM6 QuickBooks Online initial connect now connecting.
  • (1701) – Route Label now shows in Job Board when Google Event is the first item in that route group.
  • (1703) – Campaign Results modal now has an overflow issue with the download button.
  • (1714) – Campaign Results no longer missing in Marketing tab. In the Campaign details screen, the metrics associated with the specific campaign will populate in the “Campaign Results”.
  • (1741) – Clicking outside the New Line Item drop-down menu now dismisses it.
  • (1748) – Suggested Products and Services for line items are now lined up under the line item control.
  • (1754) – Dashboard dates now update when user changes the date parameters.
v6.0.120

Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: May 23rd, 2017 For information on previous release, please visit the release notes archive. New to ServiceMonster? Try it now! Features (1389) – Package Detail screen has been fixed. The design of this screen did not match similar […]

ServiceMonster Mobile 3.6.4 Release Notes

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

Date of release: May 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

Fixes

  • (1690) – Events and jobs on the Job Board are now sorted by time, not type.
  • (1594) – Email Activities are now created when emailing using ServiceMonster Mobile.
  • (1509) – Job colors in ServiceMonster Mobile now match ServiceMonster 6.
  • (1493) – Saving a job from an Order now takes the user to the Order, instead of the Order List.
  • (1552) – Clicking the Copy Order button multiple times no longer creates multiple orders.
  • (1600) – Users can now add a second account when creating new accounts.
  • (1610) – The car icon on the Job Board is now functional.
  • (1612) – Updating the line item quantity now updates the price.
  • (1613) – The schedule now displays Google Events and Jobs.
  • (1637) – Users can now edit account name on the Account Details page.
  • (1713) – Fixed image attaching and signature on email page.
mobile3_release

Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster Mobile release. Date of release: May 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 Fixes (1690) – Events and […]

ServiceMonster 6.0.119 Release Notes

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

Date of release: May 15th, 2017

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

New to ServiceMonster? Try it now!

Features

  • (1565) – Users now have the option to export grids. Users can now export grid results from the Job List, Tax Rates, Products, Services, Employees, Commissions, Routes, Sites, and Service Items.
  • (1566) – Up to 2048 characters are now allowed in Job Notes. The higher character count means more flexibility and the ability to leave more detailed notes.
  • (1571) – Schedule setting now persists in the state the user left it in. Handy if the user doesn’t want to see the sidecar, and doesn’t like having to minimize it every time they go to the schedule.
  • (1575) – The Save feature on drip campaigns has been improved. Clicking Save on a drip campaign will now be saved in the background when a user changes settings for a Who, What, or a When. A warning error will appear in the top-left as an indicator that something needs to be fixed before the drip campaign can be saved.
  • (1595) – Email activity with error in email body created if email doesn’t send. Anytime an email fails to end, an activity is now created anyway, with the error message inside the body of the activity. The same message also displays in the UI so the user can resend the message without having to navigate back and forth to see if it sent out properly.
  • (1609) – Credit type set as the first column on the payment grid.
  • (1621) – Username added to password change dialog. This allows the user to see who the password is being changed for, and who is currently logged in.
  • (1627) – Site phone numbers are now properly formatted between ServiceMonster 5 and 6.
  • (1630) – Grids that have an Account field now allow users to search by first name and last name.
  • (1631) – Account recap added to Account page sidecar.
  • (1647) – Button added on the schedule to unstack conflicts.
  • (1675) – Submenus are now all sorted alphabetically.
  • (1677) – Lead source added to lead list as default.

Fixes

  • (1530) – Data tag [SITE_CONTACT] on order form now pulls site address. [SITE_CONTACT] was erroneously pulling the main billing contact on the ServiceMonster standard order form.
  • (1556) – Adding a new payment to an Order now saves the Order first. Create line items and apply payments without fear of them vanishing forever!
  • (1567) – Reoccurring Job Notes save correctly. Previously, existing recurrences wouldn’t save Job Notes.
  • (1582) – County information now pulled from Address Helper.
  • (1583) – Order no longer displays “paid” status when adding line item.
  • (1591) – Resizing the window no longer results in server requests.
  • (1592) – Attached signed orders and uploaded images no longer missing in email activities.
  • (1618) – Run Credit Card button hidden if user isn’t integrated with Authorize.Net. Previously, the Run Credit Card button came up regardless of whether or not the user was configured to use Authorize.Net, which was confusing.
  • (1620) – QuickBooks Online message updated. Verbiage was confusing, as it instructed users to click a button that didn’t exist.
  • (1651) – Drip campaign issues have been resolved. Previously, filters in the “Who” section didn’t save, and the “Campaign” section wasn’t editable.
  • (1670) – Campaign history is now accessible via the Campaign dialog window.
  • (1676) – There are no longer invalid dates in Firefox, Internet Explorer, and Safari when Show Details is enabled.
  • (1622) – Text is now cleared from the info dialog box on Send/Close after emailing a ticket. Previously, the info dialog box didn’t reset after it was closed, which lead to confusion.
  • (1634) – Users can now upload files when emailing from ServiceMonster 6.
v6.0.119

Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: May 15th, 2017 For information on previous release, please visit the release notes archive. New to ServiceMonster? Try it now! Features (1565) – Users now have the option to export grids. Users can now export grid […]

Easy Trick for Getting More 5-Star Online Reviews

Are you interested in getting more online reviews for your business? Of course you are. Reviews not only help to improve your company’s ranking in search engines, they prove to others that you’re a credible and trustworthy business.

As a business owner, you already know that reviews are crucial. However, just because you know that they’re important doesn’t mean they’re easy to get. Even if the vast majority of your customers have nothing but warm and fuzzy feelings towards you, it can still be challenging to get them to write a review. The fact of the matter is, the people who’ve had negative experiences are far more likely to write a review in anger, than a happy customer who got what they paid for.

So what is a business owner to do?

Read on to learn a simple ‘hack’ you can do in your email(s) following a job to not only solicit reviews – but solicit positive ones, at that!

Step 1) After you complete a job, send out an email follow-up to your customer. (Tip: This is easy to do in ServiceMonster 6 using the Email Templates marketing feature. Build out a new email template with your company logo, website, social media links, and other contact information. Thank the customer for the opportunity to service them and mention that’d you appreciate a review of the services you provided.)

Step 2) In the email template, include the option for people to select a star rating for the services they received… 1 being the worst, and 5 being the best.

1  star-resized-small
2  star-resized-smallstar-resized-small
3  star-resized-smallstar-resized-smallstar-resized-small
4  star-resized-smallstar-resized-smallstar-resized-smallstar-resized-small
5  star-resized-smallstar-resized-smallstar-resized-smallstar-resized-smallstar-resized-small

If a customer was for some reason unhappy with your services, you certainly wouldn’t want to encourage them to leave a review on your company’s Facebook Page, or on Google. You would, however, want them to feel heard, and you would want feedback as to what went wrong. How can you accomplish this? Here’s where the sneaky part comes in!

Step 3) Link the “5” star review (and the “4” too, if you’d like) to whatever review platform you’d like to gather reviews on – whether that be Facebook, Google, Yelp, Groupon, Angie’s List, or something else.

Step 4) Link the “1,” 2,” and “3” star reviews to a contact page on your website where they can privately vent (privately being the keyword, here). Be sure that responses from this form are going to a place where someone in your company will see them and be able to respond in a timely fashion.

By prominently displaying the star ratings in your email and strategically linking them, you not only give your number of reviews a boost, but you also control where the ratings are published – all while making your customers feel heard, regardless of if they had a positive or a negative experience.

We hope you try out this simple ‘hack,’ and that you find success with it!

stars

Are you interested in getting more online reviews for your business? Of course you are. Reviews not only help to improve your company’s ranking in search engines, they prove to others that you’re a credible and trustworthy business. As a business owner, you already know that reviews are crucial. However, just because you know that […]

The Experience 2017 in Florida & ServiceMonster 5 to 6 Transition Webinars!

may-sm5-sm6-training-webinars-arrow

We just returned from The Experience in Clearwater Beach, Florida. The show was held in a hotel right on the beach, which was a truly spectacular location. While most of the country was still trying to thaw out from the late winter, the sun and warm temperatures were a welcome change of pace. Aside from browsing cool local shops and eating our weight in fish tacos, we got to meet lots of new people who don’t usually make it to the fall Experience in Las Vegas.

We had the opportunity to chat with some long-time ServiceMonster users who were really interested in ServiceMonster 6, but hadn’t had the time to take the plunge yet. After seeing a bit of ServiceMonster 6 in action at the show, they convinced us to continue offering webinars to help make the transition easy.

With that in mind, here’s our webinar schedule for the month. We’ll cover the same content in each webinar, so you only need to attend one:

Dates and Times:

– Tuesday, 5/16 @ 2:00 pm

– Thursday, 5/25 @ 9:00 am

– Tuesday, 5/30 @ 3:00 pm

* All times are in Pacific.

In addition to reviewing the major differences between ServiceMonster 5 and 6, we’ll also review:

  • New features in ServiceMonster 6 that will interest you (including Quick Add, waitlisting, and technician GPS tracking)
  • Best practices for navigating ServiceMonster 6, and
  • We’ll take an in-depth look at automated email campaigns.

* You’re not required to switch from 5 to 6, but if you’re curious about the new features that are included in ServiceMonster 6 and interested in making a smooth transition, we invite you to attend one of the webinars!


Reserve your spot now, and we’ll follow up before the event via email with a link to join.

may-sm5-sm6-training-webinars-arrow

We just returned from The Experience in Clearwater Beach, Florida. The show was held in a hotel right on the beach, which was a truly spectacular location. While most of the country was still trying to thaw out from the late winter, the sun and warm temperatures were a welcome change of pace. Aside from […]

ServiceMonster 6.0.117 Release Notes

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

Date of release: May 3rd, 2017

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

New to ServiceMonster? Try it now!

Features

  • (1406) – Show details on ServiceMonster schedule. Schedule Settings now controls the information that’s visible on the job block. Job blocks will display account, order, and job related data.
  • (1452) – Create Opportunity from Estimate. Users can now create a new Opportunity right from an Estimate and Quick Add. Selecting “New Opportunity” on an Estimate opens Quick Add with Account and Order populated, the Note activity selected, and the Opportunity button checked.
  • (1462) – Copy site record. When users select “Copy” on a site record, the following information will be copied over (Notes are not copied over):
    • Site name, with “Copy of” at the beginning
    • Address1, Address2, City, State, ZIP, County, and Country
    • Contact information, Phone, Email
    • Tax Rate
  • (1545) – Technicians added to Order Details screen. Last Technician(s) will show a read-only, comma-separated list of the techs for the last job that had a job type of Work, along with a link to the job (if one exists). It’s a quick way to see which technician(s) worked on an invoice!
  • (1558) – Image previews displayed when attaching images to an email. Now, not only are the names of images shown, but also a preview. This will make it much easier to select the correct image.
  • (1559) – Warning when deleting Line Items and clearing lines.
  • (1564) – Changeable labels for phone numbers in Sites. Contact information on the Site page now has a phone number picker.
  • (1578) – Option of having new accounts display the naming format of FName LName. The option of LName, FName is still available.
  • (1529) – Grace reminder. Upon log in, a notification now pops up if the user’s account is in grace.

Fixes

  • (1384) – New campaigns check for duplicates. Users will receive a message alerting them if they attempt to save a new campaign with a name that’s already assigned to an active campaign. They won’t be able to save until the name has been edited.
  • (1440) – Process charge update. A “Run Credit Card” button is now displayed if user is connected to Authorize.Net.
  • (1523) – View site notes via Notes tabs within Sites. Notes created in SM5 for sites are now displayed on the Site record of SM6.
  • (1532) – Site Service Items now show a flat amount in grid. When viewing the Service Items grid on a Site, the quantity is now displayed as a flat amount, instead of as a dollar amount.
  • (1536) – Creating a new account sets the label for phones. Phone labels are now set when creating a new Account from Quick Add.
  • (1541) – Double-clicking “Save” on an Activity doesn’t create two Activities on the schedule (and elsewhere). No more unintended doppelgängers!
  • (1547) – Moment.js deprecation warning fixed.
  • (1549) – Test email sent for SMTP settings. Depending on what option the user has selected, a test email will be sent from either SendGrid (don’t use SMTP), or their email provider (general emails and all emails).
  • (1561) – CC and BCC email features work from Account screen.
  • (1568) – Amount Remaining on New Payment Window is now correct when applying a payment from within the Order screen.
  • (1569) – Miscellaneous schedule fixes.Toggling between Map and Week view will not reset the Schedule. Map view will default to current day. Also, clicking on the date header will open Map View for that day.
  • (1590) – Fixed a UI glitch involving dropdowns.
  • (1605) – Logo upload fixed. Users can now upload and save new logos.
servicemonster v6.0.117

Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: May 3rd, 2017 For information on previous release, please visit the release notes archive. New to ServiceMonster? Try it now! Features (1406) – Show details on ServiceMonster schedule. Schedule Settings now controls the information that’s visible […]

Changelog v6.0.116

Release: April 20th, 2017

Order Lookup from Quick Add

From Quick Add, you can now select the Order option and do an order lookup that will populate the Account portion of Quick Add and pull an existing order into the Order portion of Quick Add. When you select the Order magnify glass or Order lookup modal with search options above the grid, it allows you to select an existing order.

qa-order-lookup

Tax Rate Update

The tax rate assigned to an order is now always shown in the tax rate drop-down on the Order Details screen.

Drip Campaign Email Output Method

For email outputs, email subject and template are a requirement now.

email-output

Email Attachments Tab Implemented

The attachments tab in the Email Activity dialog has been wired up. Additionally, when sending an email, you can now pull up the order PDF that was attached to the email.

Signatures Tab Accessible from Order Details Screen

The Images tab and the Signatures tab have both been added to the Order Details tab.

Invoice Line Items Should Not be Editable

When an order is an invoice, it needed to have all the fields and picklists locked. Now, the line item details sidecar has all the fields locked except for Description. Additionally, buttons for changing account, service site, or line items for service site are hidden.

PDF Printouts Now Render in Browsers

Browsers are now able to render PDF documents from ServiceMonster 6. No longer will you have to deal with being forced to download them.

Email Note Modal from Activities Grid Now Displayed

Now ServiceMonster stores the body of your email. If you have used a template or typed up your message, navigate to the activities tab and pull up the email activity. The email body is a read-only field. The third tab on the pop-up window is where you will find the attached order associated to the email.

email-modal

Email Settings for Marketing Emails

Have ServiceMonster 6 send emails through your own email provider, just like ServiceMonster 5. The only update to this feature is you have the option to send all transaction emails through your provider, while doing large quantity emails for marketing through ServiceMonster’s email engine. This is important if you have a free email instead of a business email (free emails tend to have a limit on how many you can send per day).

smtp-email-settings

Notification Options

Technicians are now notified of new jobs, edited jobs, or cancelled jobs via email and/or SMS text messaging. ServiceMonster 5 has the ability to notify via email, but in 6 we are notifying the technician of route changes whether they are assigned to a route or not. If they are not assigned to the route, the option would be for all schedule changes to be notified (this would be more for the Admin/Manager role).

sms-notification

Fixes

  • Users outside the Pacific Time Zone had their duration for jobs adjusted based on their Time Zone (1515)
  • Unknown view message no longer displays from Site History tab (1505)
  • Technician and lead source data tags are now populated on order printouts (1499)
  • Adding a new lead source now updates the order record with the lead source (1486)
  • Quick Add no longer defaults created jobs to the year 2000 (1481)
  • Selecting the All Work Orders link from the Deck no longer results in an unknown view message (1476)
  • Route packet modal no longer has overflow issues (1473)
  • Job window overflow issue has been fixed (1472)
  • Output settings now default to call or email for drip campaign instead of exporting a file (1457)
  • Campaign name is now required for drip marketing new campaigns (1456)
  • Clicking Save on user details screen no longer results in an error (1454)
  • Lead note is no longer missing on lead sheet (1444)
  • When clicking on date on the schedule, jobs for the week are retrieved instead of that day (1430)
  • New campaigns are now checked against existing campaigns in case of duplicates (1384)
  • The glyph for drop-off and pick-up are no longer the same (832)
v6.0.116

Release: April 20th, 2017 Order Lookup from Quick Add From Quick Add, you can now select the Order option and do an order lookup that will populate the Account portion of Quick Add and pull an existing order into the Order portion of Quick Add. When you select the Order magnify glass or Order lookup […]