ServiceMonster 6.1.7 Release Notes

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

Date of release: January 18th, 2018

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

New to ServiceMonster? Try it now!

Features

  • (1809) Add percent discount to Promotions. Creating a new promotion, now users can add a percent discount.
  • (1934) Change Title on Account page to a drop down instead of a text field.
  • (2149) Audit Activities on Create, Edit and Delete. Activities are becoming more relevant in ServiceMonster 6, and now we keep an audit record to protect your notes, tasks, and other activities.
  • (2284) Create a billing statement from the Account page. Billing statements can be created from the Order submenu, but many have been asking to add an option to generate billing statements from the Account page, and now that option is available.
  • (2426) Convert Account Type from Prospect to Customer, when an Invoice is generated for the Account. When an Account is created from a lead such as WebForms, the type is set to Prospect. If there is an Invoice that is created for the account, the type will update to Customer.
  • (2462) Email Route Packet to Technician. When setting Route Packet criteria, there is an option to email the Route Packet.
  • (2622) Option to set Lead record as Residential or Commercial.
  • (2672) Can view previous Billing Statements for the Account. From the Account History tab, users can view previous statements that they sent out to the users.
  • (2751) Add Total Cost and Total Count to Marketing Campaigns. Users can add a cost value against a campaign. This helps in deciding which campaigns bring in valuable customers (assuming you are tracking with Lead Sources against the Order).
  • (2752) Creating a Task on the schedule will pull route defaults to assign Task.
  • (2762) Marketing Campaigns need to auto-populate Subject and Document. The Subject and Document should auto-populate based on last time it ran. Most the time, the Subject and Document do not change for Marketing Campaigns, therefore, no need to clear them.
  • (2884) Activities grid now has the option to create custom filters.

Fixes

  • (1704) Lead: Lead Source does not match Account: Lead Source. A lead record isn’t passing the lead source to the account record.
  • (2457) Cannot select phone, site address, city and ZIP under schedule settings. The Schedule settings display certain data on the schedule and there were a handful of options that users were unable to select/clear.
  • (2566) Changes to the Account Profile tab were not prompting to save if navigating away.
  • (2609) Twilio listing in the Marketplace was not loading description and configuration page.
  • (2719) Order stopped calculating totals without the need to save the order.
  • (2805) Cannot add multiple employees to Activities on the Schedule.
  • (2831) Creating commissions only allow for default values and $0. Users need options to edit commissions.
  • (2862) Pop-up schedule to jump to another day/week/month was displaying behind items on the schedule.
  • (2895) Grids do not support horizontal scrolling. This is an issue when users start to add more columns than the default.

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: January 18th, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (1809) Add percent discount to Promotions. Creating a new promotion, now users can add […]

Resolve to Make Things Easier on Yourself This Year – Super Agents Can Help!

super-agents-logo

2018 is here, and with a new year comes new resolutions. Do yours include getting more exercise, more sleep, spending more time with your family, or becoming more organized? Believe it or not, ServiceMonster can help you achieve these goals. How, you ask? Read on…

Super Agents are specialized ServiceMonster staff who provide personalized clerical support for your business.

Click Here to Request More Information

Types of Services

Super Agents can…

1. Answer your company’s incoming calls Monday – Saturday.
2. Book your jobs and quote your prices to prospects and customers.
3. Make outbound calls, including job reminder calls, job satisfaction calls, and more.
4. Maintain your schedule in ServiceMonster.
5. Send out email confirmations, thank you’s, and more.
6. Assist with email template creation and maintenance.
7. Represent your company professionally and provide excellent customer service.
8. Ensure your ServiceMonster account stays tidy and well-organized.

You also have the option of customizing various settings related to your incoming calls, including personalizing your voicemail, hold music, and more.

Access to ServiceMonster WebForms comes free (a $25/month savings) as part of the Super Agents subscription. If you’re interested in using WebForms on your company’s website, please contact Support for assistance.

Not sure if the service is right for your business?

We provide value to many different businesses. Our customers range from carpet cleaners, to upholstery business, tile / stone / grout cleaners, and more.

Why Super Agents?

Super Agents are ServiceMonster-trained, knowledgeable about your industry, committed to learning the intricacies of your company, and always up-to-date on the weather and major events in your area. Our Agents’ goal is to provide you with peace of mind, so you can focus on what really matters.

“Super Agents are invaluable.” – Dani Decker, Attic Innovations

“I was very pleased with Super Agents’ high booking rate (67%) on their first day. During that one day, I received a 133% ROI for the entire month investment with Super Agents.” – John Stewart, Healthy Choice

“I can honestly say that this service has really done wonders for my quality of life and my business.” – Jarred Lustgarten, J.L. Carpet & Upholstery

Click Here to Request More Information

If you’d like to learn more, or if you’re ready to sign up for Super Agents, please click on the link above. Once you fill out the short form, a Super Agents representative will be in touch!

Please note: This is an exclusive service, so all applicants will be reviewed to ensure that they are a good fit.

super-agents-logo

2018 is here, and with a new year comes new resolutions. Do yours include getting more exercise, more sleep, spending more time with your family, or becoming more organized? Believe it or not, ServiceMonster can help you achieve these goals. How, you ask? Read on… Super Agents are specialized ServiceMonster staff who provide personalized clerical […]

Securing Your Business — #AskServiceMonster 046

IN THIS EPISODE:

  • This week’s question: “How can I implement some best practices in securing the security and equipment within my business?”


#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-046

IN THIS EPISODE: This week’s question: “How can I implement some best practices in securing the security and equipment within my business?” #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 […]

Mobile Technician 1.0.1 Release Notes

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

Date of release: December 21st, 2017

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

New to ServiceMonster? Try it now!

Download the ServiceMonster Mobile Technician Android app

Download the ServiceMonster Mobile Technician iOS app

Features

  • (2772) Updated notes system. When adding notes, users can specify which record the note activity should bind to (Account note activity or Order note activity).
  • (2779) Payment modal update. Payment modal is more clear – buttons are reorganized / relabeled if the user is using AUTH.net.
  • (2780) Added a refresh option on the home page if there are no jobs and/or tasks appearing.
  • (2802) Allow users to zoom in on PDFs.

Fixes

  • (2796) Fixed Techs cannot edit Tech Note.
  • (2797) Fixed capturing credit card numbers. Months that are single digit were pulling in the first number from year on the form leading to a expiration date that was broken.
  • (2817) Fixed scrolling issue on the Job page.
  • (2832) Fixed email data tags. They were being removed, causing emails from ServiceMonster Technician to appear broken.
  • (2836) Fixed bug with Job CheckIn/CheckOut display when first logging into the app.
  • (2837) Fixed bug for iOS where tasks wouldn’t display unless there were also jobs.
  • (2838) Fixed job total owed. It’s now accurate for all daily jobs, not just invoices.
technician-1-0-1

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: December 21st, 2017 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Download the ServiceMonster Mobile Technician Android app Download the ServiceMonster Mobile Technician iOS app Features […]

ServiceMonster 6.1.6 Release Notes

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

Date of release: December 20th, 2017

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

New to ServiceMonster? Try it now!

Features

  • (1503) Updated schedule buttons to be responsive. Print Route Packet, Map View, and Week View will drop the label and keep icons only when the screen is minimized.
  • (2225) Add delete button to promotions. Prior orders aren’t affected when deleted, but allows the user to delete a promo after it expires.
  • (2368) Commissions now track the paid date to indicate when the commission was earned.
  • (2407) Add direct link to SM6 Support in SM6.
  • (2645) Default lead list view to Accepted Leads. Was previously defaulted to Open.
  • (2646) Disable grid multi select. Feature was not functioning – decided to kill it.
  • (2683) Posted flag updated on payments. Was glitchy and confusing because it would appear to be checked after a save, even though it wasn’t intended to be.
  • (2693) Line Items Editor UI Improvements. An indicator will show if a discount is applied. Hovering displays a tooltip “Discount Applied”. An indicator will show if an Upsale is applied. Hovering displays a tooltip “Upsale”. Added a discount input box and it also prevents discounts going negative. Updated styling for the Discount Type selectors.
  • (2720) Add Lead Modified Date to the grid.
  • (2721) Added Order Number to the lead list.
  • (2722) Account Name links to account record on the lead list.
  • (2726) Reordered default columns on lead list.
  • (2727) Selecting the Not Scheduled link on an order needs to schedule a job.The text was read-only but the expectation was to schedule a job if it were selected.
  • (2742) Formatting in grids update. Right-align Currency values.
  • Fixes

  • (830) FMS Lead Source not auto-populating when using New Job Creation in Schedule.
  • (1704) Updated lead source on lead to match Account lead source on leads list.
  • (1742) Updated message on expired accounts.
  • (2268) Updating a password limited to 32 characters.
  • (2293) SM6: Billing Statement – no balance due in the “31-60 Days past due” section at the bottom.
  • (2318) Fixed tabs with unknown views throughout SM6
  • (2328) Fixed issue with missing invoices when attaching invoices to an email.
  • (2389) Recurring Job Reminders – added the ability to export grid.
  • (2430) SM6 Marketing Campaigns- Next Job Field not being updated was fixed.
  • (2431) SMTP settings checkbox updated label to include TLS along with SSL.
  • (2759) Schedule Settings > User tab – users can now select the Contact Phone, Site Address and Site City/Zip checkboxes.
  • (2532) Drip Campaigns cannot be created without a title.
  • (2538) Order Data Tags for Job information will now print on an Order.
  • (2559) Data Tags fixed when using Order email function.
  • (2564) SM6 – Drip/Marketing campaign account preview was fixed. Preview area now shows first 16 results. Users can click a Show All Results button to see all results
  • (2565) Allow Commissionable Base and Upsale amounts to be zeroed out.
  • (2567) Marketing Templates Grid sorting issue was fixed.
  • (2569) Default Print settings were updated for new subscriptions.
  • (2591) Secure Data Badge link in Marketplace was updated.
  • (2600) Show all users when assigning DIY marketing/Drip campaign calls.
  • (2610) Added ability for text in the Marketplace to be Highlighted.
  • (2733) Creating a New Lead manually automatically sets the status for lead to Accepted.
  • (2741) New Leads are now assigned a primary address on the account record. Even if no address is entered a blank site will be created.
  • servicemonster-6-1-6

    Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: December 20th, 2017 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (1503) Updated schedule buttons to be responsive. Print Route Packet, Map View, and Week […]

    The Hiring Process: How to Find the Winners — #AskServiceMonster 045

    IN THIS EPISODE:

    • This week’s question: “What’s the best process to adhere to ensure you’re hiring the best employees?”


    #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-045

    IN THIS EPISODE: This week’s question: “What’s the best process to adhere to ensure you’re hiring the best employees?” #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 […]

    ServiceMonster Mobile 3.7.4 Release Notes

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

    Date of release: December 13th, 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

    • (2320) –  Account ‘Alert’ visible on Account List. No need to dive into the account record to see whether there is an alert on the account… users can now see from the account list.
    • (2663) –  Display Google description on the New Account page. When converting a Google event to a job, it is helpful to have the description visible on the new account screen.

    Fixes

    • (2587) –  Fixed displaying only 20 tax rates. Users who have more than 20 tax rates prefer to see all tax rates.
    • (2595) –  Fixed Super Tech not having the ability to edit email.
    • (2652) –  Fixed sending email for an Invoice when template is selected.
    • (2664) –  Fixed sending email for a newly created Work Order when template is selected.
    • (2666) –  Fixed order groups. Order groups were not properly wired up and were pulling hard-coded values.
    • (2680) –  Fixed Inactive lead sources from showing up in the lead source picker. Users prefer to see only lead sources that are active and not all lead sources.
    mobile-3-7-4

    Read on to learn about new features, enhancements, and changes included in the latest ServiceMonster Mobile release. Date of release: December 13th, 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 (2320) –  Account ‘Alert’ visible […]

    Instagram Tips for Field Service Professionals — #AskServiceMonster 044

    IN THIS EPISODE:

    • This week’s topic: Instagram. How can you use it to attract attention, gain business and leads, and stay in front of your clients?


    #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-044

    IN THIS EPISODE: This week’s topic: Instagram. How can you use it to attract attention, gain business and leads, and stay in front of your clients? #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 […]

    How to Land Commercial Clients — #AskServiceMonster 043

    IN THIS EPISODE:

    • This week’s topic: Getting into commercial clients. What you need to know when it comes to marketing your business, making sales, and executing once you’ve got everything else in place.


    #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-043

    IN THIS EPISODE: This week’s topic: Getting into commercial clients. What you need to know when it comes to marketing your business, making sales, and executing once you’ve got everything else in place. #AskServiceMonster is a weekly series where we answer your service business-related questions. Have a question you’d like us to answer? Email us […]

    All New FillMySchedule Cards!

    We know that the FillMySchedule program is invaluable to so many of you… that’s why we’re thrilled to announce four brand new card designs! These updated cards are courtesy of our favorite carpet-cleaner-turned-graphic-designer, Ryan Kettering of Prolific Prints.

    Here are the new designs:

    thankyou

    heretohelp

    reminder

    missyou

    They are available right now, and are delivered just the same as any other FillMySchedule cards:

    • High-quality, tent-fold cards that are sent just like a wedding invitation (no bulk mail!)
    • Mailed in envelopes addressed directly to your customers, with your return address listed along with a first-class stamp
    • The system automatically tracks when customers you’ve sent cards to book new jobs, so you’re able to monitor your return on investment quickly and easily

    Are you ready for a full schedule?


    Current FillMySchedule user? If you’d like to send out these new cards, fill out the form below and we will contact you to confirm details.

    Name:

    Phone number:

    Email:

    Company ID:

    Which campaigns would you like to change?

    (And don’t worry — the old card fronts are still available, if you would prefer to stick with those.)

    Haven’t tried FillMySchedule yet? To speak with a FillMySchedule specialist, give us a call at 888-901-3300, or send an email to sales@servicemonster.net. Learn more about the FillMySchedule program here.

    thankyou

    We know that the FillMySchedule program is invaluable to so many of you… that’s why we’re thrilled to announce four brand new card designs! These updated cards are courtesy of our favorite carpet-cleaner-turned-graphic-designer, Ryan Kettering of Prolific Prints. Here are the new designs: They are available right now, and are delivered just the same as […]