Technician 1.1.1 New Release

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

Date of release: August 15, 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

Fixes

  • (3894) Fixed an issue causing split payments to not apply properly.
  • (3834) Can now properly edit line item quantity/dimensions after linking a service item.
  • (3784) Customer review screen now shows item subtotals.
  • (3689) Changing line item upsale status now properly updates upsale total.
  • (2946) Calendar modal now closes when a new date is selected.

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: August 15, 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 Fixes (3894) Fixed […]

The ServiceMonster Show (August 10, 2018): Polls on Social Media, Facebook Recommendations, and SM6 News Feed

THIS WEEK IN SOCIAL MEDIA

THIS WEEK IN SERVICEMONSTER

  • Our first Symposium was on Monday and Tuesday!

SERVICEMONSTER PRODUCT UPDATES

  • The News Feed is here!

THIS WEEK IN SOCIAL MEDIA New recommendation tools for Facebook: https://www.socialmediatoday.com/news… And how to turn them on or off: https://www.facebook.com/help/5482744… You should probably be using more polls on your social media page: https://www.socialmediatoday.com/news… THIS WEEK IN SERVICEMONSTER Our first Symposium was on Monday and Tuesday! SERVICEMONSTER PRODUCT UPDATES The News Feed is here!

Tips N Chat Throwback #6: “Unusual Advertising His Specialty”

This week’s featured Tips N Chat Throwback post highlights a carpet cleaner named Dave Nofs and his unusual methods of advertising his business. This article was written by Megan H. Wagner in the March/April 1979 issue of Tips N Chat, the “magazine published for the benefit and enjoyment of on-location carpet cleaners”. Remember to check back every Thursday for a new throwback post!

“Dave Nofs: Unusual Advertising His Specialty”

by Megan H. Wagner

“Getting your name in front of the people is the name of the game,” says Dave Nofs of Nofs Carpet Care in St. Petersburg, FL. Nofs has been experimenting with various methods of getting, and keeping, his name in front of consumers.

“Promotional items and ‘giveaways’ are amazing things to get into,” Nofs believes, and he has reason to think so. “I got to talking with a friend in specialty advertising, and started picking through his catalogs, picking out different things and attention getters.” Nofs found many, many unique items sure to attract attention through their novelty. 

But Nofs realized the importance of keeping track of the effectiveness of the promotional items he experiments with. He keeps records of the cost, distribution, and return on all novelties he uses for advertising purposes.

“Many of these items are very reasonable,” he says, “costing around ten to thirteen cents a piece. They go all the way up to five to eight dollars each, too. There’s a wide variety and I’ve found it’s helpful to discuss what might be beneficial for your area, your business, and your objectives,” he relates.

The most effective items Nofs has used are, he informs us, small magnets designed to be placed on refrigerators and cabinets in the home. Printed with his name and phone number, these magnets are, he explains, “always there in front of the customer.” The magnets have proven to be extremely popular, and Nofs reports seeing them all over town. 

“The magnets really have helped my business tremendously,” Nofs emphasizes. “Also, small wallet-sized calendars have been effective.” Nofs distributes these calendars to customers and to realtors in the area, who provide a good source of referrals. “My wife is in real estate,” he notes, “and that helps give me an ‘in’ with her company and others.”

Most important, the magnets and calendars are used by customers and are kept handy. This means that Nofs’ name is always at hand. “We do a lot of work in condominiums here in Florida, and often a neighbor will visit a friend and say, ‘Your carpets look so terrific, where did you get them cleaned?’ and our customer doesn’t have to search for our name. It’s right there on her refrigerator door.” Also, in the condominiums, Nofs has found that his giveaways, particularly the magnets, “mushroomed.” He finds them in places he has never distributed them, and in the condominiums, “our business just spreads,” he says.

Coupon keepers, checkbook-size holders that fold over with two pockets and designed to keep coupons handy, were not popular says Nofs, and he had only minimal success with them in his area. Phone directories have had a mixed response, on the other hand.

“In one condominium that I distributed phone directories, I haven’t received one call. In another, where the directories have been out since last September, I’ve received three calls in the past week, and closed all the jobs,” Nofs relates. “Those three jobs paid for the cost of using that form of advertising.”

Aside from the promotional items that Nofs uses to advertise his business, he also distributes flyers around town, making a mailing list from the engagement and wedding announcements in the Sunday section of the local newspaper. “The announcements give you names and addresses of potential new customers who will be establishing homes,” says Nofs. 

For the professional cleaner who wants to develop unique methods of advertising, Nofs suggests consulting with specialty advertising companies. A look through the catalogs will introduce you to many novel items, and a discussion with the specialty advertiser should help to formulate ideas of which items might be effective for your needs and customers.

 

The original article is pictured below:

This week’s featured Tips N Chat Throwback post highlights a carpet cleaner named Dave Nofs and his unusual methods of advertising his business. This article was written by Megan H. Wagner in the March/April 1979 issue of Tips N Chat, the “magazine published for the benefit and enjoyment of on-location carpet cleaners”. Remember to check back every […]

The ServiceMonster Show (August 3, 2018): Social Media Transformation, Webinars, and One Week Until the Symposium!

THIS WEEK IN SOCIAL MEDIA

THIS WEEK IN SERVICEMONSTER

  • Webinars are coming back!
  • We’re working on buffing up support!
  • New training videos coming soon!
  • One week until the ServiceMonster Business Symposium! There are only 7 tickets left to the Symposium, secure yours before they’re all gone: http://bit.ly/2sXvKvb

SERVICEMONSTER PRODUCT UPDATES

  • No new updates this week!

THIS WEEK IN SOCIAL MEDIA Are your social media habits hurting your business? https://www.socialmediatoday.com/news… Ask yourself this one question: https://www.socialmediatoday.com/news… Linkedin for finding leads? https://www.socialmediatoday.com/news… THIS WEEK IN SERVICEMONSTER Webinars are coming back! We’re working on buffing up support! New training videos coming soon! One week until the ServiceMonster Business Symposium! There are only 7 tickets left to […]

Two Easy Ways to Build a Great Website

Chances are, you’ve heard or seen us talking about how important a professional website is to your service business. Again, we can’t stress that enough. A quality website serves as an online brochure for your business, allowing prospective customers to find you and learn about your service without even having to contact you. Fortunately, building a great website is easier than ever and is increasingly more affordable. Even if you already have a website, it may be time for an update. Let’s go through a few different website builder options, so you can see what’s out there and decide which is best for you.

First, you’ll need to pick the hosting platform. WordPress, Wix, Squarespace, and Weebly are all great options, but each has its own limitations. In an effort to keep things simple, we’ll focus on WordPress and Wix, since these two can handle anything you will need for your service business (and they don’t require any coding experience!).

Wix

Wix is fantastic. It has never been easier to create a stunning, highly-functional website than it is with Wix. With their drag-and-drop page builder, great preset themes, and in-depth customization options, you really can’t go wrong with Wix. If you don’t have the time or the patience to craft your own website, their themes are a great way to go too. With a theme, you can just plug in your information and photos and have a quality website in no time. If you want to change a few things on a theme, that’s easy too. And, if you want to start from scratch, go right ahead. Wix has you covered.

WordPress

WordPress is a totally different beast. They do not have the great drag-and-drop page builder that Wix has. However, with WordPress, your customization is nearly limitless, with the ability to install third-party plugins for your website creation. These plugins are essentially just little mini tools that can function to help you build certain parts of your site, provide security functionality, and do tons of other complicated things that most of us don’t even need to worry about. WordPress also has many popular page builder plugins that function similarly to Wix’s built-in tools, which is why WordPress is able to compete with Wix.

The best of these page builder tools for WordPress is called Elementor. With the free version, you can create and customize any webpage that you would need, in an easy to learn and reliable format. The Pro version offers a ton more functionality and gives you the ability to create every aspect of your website from scratch, not just individual pages. Elementor truly is a great product, and partnered with the near-limitless possibilities of WordPress, is a worthy competitor to Wix.

The Conclusion

Essentially, WordPress and Wix do the same thing and one isn’t necessarily better than the other. However, in the context of a service professional needing a good reliable website, the simplest option may be the best. Wix is definitely the simplest option and will give you everything that you need for your business. If you want to get really deep into your website design though, WordPress is worth looking into, especially if you plan on using your website for more than just a simple brochure highlighting your services, reviews, prices, and contact info. If you do want to keep it that simple though, give Wix a try. Each platform is affordable for hosting your own site, and each one is very reputable, so you won’t have to worry about security and stability.

We could keep going, since there are so many other options out there, and so much more to explain about WordPress and Wix. For the time being, we’ll stop here and give you a chance to explore these two great options on your own. If you want to learn about other services, check out this article from PC Mag.

Until next time!

Chances are, you’ve heard or seen us talking about how important a professional website is to your service business. Again, we can’t stress that enough. A quality website serves as an online brochure for your business, allowing prospective customers to find you and learn about your service without even having to contact you. Fortunately, building […]

Tips N Chat Throwback #5: “In The Beginning…”

This week our featured Tips N Chat Throwback post explores the beginnings of steam carpet cleaning… all the way back to a man who clearly lived up to his surname: Bill Wisdom. This article is our first featured post that was not written by Ed York, as it was instead authored by Cathey Manning in the July/August 1978 issue of Tips N Chat, the “magazine published for the benefit and enjoyment of on-location carpet cleaners”. Remember to check back every Thursday for a new throwback post!

“In The Beginning…” 

Arlen Knight of Kleenrite and Vac-O-Steam looks back over steam carpet cleaning’s past

by Cathey Manning

1962 was a great year, remember? Sock hops, “surfing” music, “hot” Chevies… and the year Bill Wisdom created a machine for dyeing upholstery! What? Was this the birth of the steam cleaning concept?

Wilbur Sutton was the owner of Crown City Carpet Cleaners, Pasadena, California, when he was approached by Bill Wisdom with a machine for dyeing upholstery. The machine used live steam produced by natural gas or butane. The process combined the dye and cleaning solutions and was applied with a hand-held tool. A vacuum attachment removed the excess moisture.

Sutton wasn’t interested in upholstery dyeing, but thought the machine could be used for upholstery cleaning. He called the process “Deep Steam”. Two months later he brought the machine to Arlen who was president of Star Rug Cleaning in Santa Barbara, California. Here is where carpet cleaning came into the picture! If this concept worked for upholstery, why wouldn’t it work equally well for carpets?

So it was back to the drawing board for Bill Wisdom! He designed a portable cleaner where very hot water was produced instead of steam. Fred Hayes built Wisdom’s creation and Arlen became a proud owner. “It was horrible”, remembers Arlen, “a hundred headaches! But we took the machine and by constantly changing, experimenting and updating it, we were ready to market the machine by 1965.”

What excitement! An idea to revolutionize carpet cleaning! A renaissance for the whole cleaning industry!… and no one was interested! Because the machine turned out not to be marketable, Arlen started the Deep Steam franchise, which included the incredible steam carpet cleaning machine. It was the success of these franchises which created a demand and got others interested in steam cleaning. The rest is history.

Arlen went on to develop the first upholstery cleaning tool which wasn’t merely a hand held carpet cleaning instrument. This is in its fourth year on the market under the name of Kleenrite. He has also helped develop a drapery cleaning tool as well as the innovative Vac-O-Steam which does a combination of steam carpet cleaning, dry or steam upholstery cleaning and dry cleaning of drapes.

Arlen and his wife, Florence, still reside in Santa Barbara. They have two sons: Mark, 24, and Steve, 26. Steve, who is active with fire restoration and the franchises of Deep Steam, has made it a third generation business. Arlen took over management of the local carpet cleaning in 1958 from his father who started Knight Rugs Works in 1929 and purchased Star Rug Cleaners in 1932. Arlen’s younger brother, Tim, is also active in the business, as he manages Star Rug Cleaning, Inc. “We Now have 42 franchises in the United States and England, and are planning to open another in Saudi Arabia”. Steam carpet cleaning, with the help of Arlen Knight, has certainly come a long way!

 

The original article is pictured below, on both pages that it ran on.

This week our featured Tips N Chat Throwback post explores the beginnings of steam carpet cleaning… all the way back to a man who clearly lived up to his surname: Bill Wisdom. This article is our first featured post that was not written by Ed York, as it was instead authored by Cathey Manning in […]

The ServiceMonster Show (July 27, 2018): Getting Reviews, A.I. Chatbots, and Two Weeks Until the Symposium!

THIS WEEK IN SOCIAL MEDIA

THIS WEEK IN SERVICEMONSTER

SERVICEMONSTER PRODUCT UPDATES

  • No new updates this week!

THIS WEEK IN SOCIAL MEDIA Should you be using social media to conduct your background checks? http://www.chicagotribune.com/sports/… A.I. chatbots and the potential of Pinterest: https://www.forbes.com/sites/vivianro… SEEK OUT REVIEWS: https://www.forbes.com/sites/shamahyd… THIS WEEK IN SERVICEMONSTER Our annual company summer event was this past weekend, with special guests WHALIEN! https://www.whalienmusic.com/ There are only 8 tickets left to the Symposium, secure […]

Tips N Chat Throwback #4: “Stop Promoting Carpet Cleaning”

This week we are featuring an “Ed Sez” editorial published in the March/April 1982 issue of Tips N Chat, the “magazine published for the benefit and enjoyment of on-location carpet cleaners”. The focus of this piece is differentiating between promoting carpet cleaning and promoting clean carpets. Keep in mind that this piece was published 36 years ago, so not all of the sentiments presented are necessarily accurate for today’s industry. However, the general theme is still very relevant to today.

After some twelve years of working with the on-site cleaner, I believe I have found the answer to why we are second class citizens to the business community and the rest of the carpet industry. Before I expound on my conclusions, let me clear up one point. What we have been doing since the beginning of on-site cleaning is wrong. The bankers look upon us as next to the bottom of their list for credit. The suppliers treat us like children. The retail outlets won’t even admit that they know us. Our peers think we are monsters. Our customers forget us, and society won’t even accept us. With all of our past efforts, dirty carpets are socially acceptable. In fact, dirty fibers and fabrics are a way of life. Over eighty percent of all carpet owners have never had their carpets cleaned. Our neighbors live on dirty carpets and most of us live on dirty carpets. Our problem is simply, that in the past, we have promoted carpet cleaning rather than CLEAN CARPETS. 

There will be those who will immediately defend their present position and try to justify their past efforts. It can’t be done, even if some have been successful and make a better than average living. Just imagine what they could have accomplished, if clean carpets, not dirty carpets, were the only accepted condition. The sooner everyone connected with the cleaning industry accepts the fact that we have been wrong in the past, the sooner we can start on the road to real success.

For the past four years, I have had the pleasure of working with the on-site cleaners in Japan. They have enlightened me greatly. Their philosophy is that dirt is unsightly and embarrassing to the home, or commercial building owner. Their concern is to keep their homes and offices from getting dirty. They understand this can’t be done on a once-every-two-or-three-year basis, but is a continuing process. It is their custom to prevent dirt from entering their home. Outside shoes are left outside the home. Since this is impractical in business, the entry areas receive special care. This may be weekly, monthly, or daily. The Japanese do what is necessary to keep their carpets looking attractive at all times.

We must accept the same philosophy. We must stop asking our customers to give us a call when their carpets get so bad they are an embarrassment. We must initiate a service which will keep the customer’s carpets from becoming soiled. Carpets should be a possession of pride to their owners. They can be, if we will only change our emphasis. It is easier to promote clean carpets than carpet cleaning. If we can’t clear our thinking as to carpet cleaning, let’s try it on something else. For example, which would you rather pay your doctor $50 for? Clearing up a cold you have, or providing a service which prevented you from getting a cold? You can do the same thing with dirty carpets. When a person has just spent $20,000 for a unit to clean carpet, it may seem foolish to purchase $500 worth of equipment to prevent a carpet from getting dirty.

How do you begin? First, draw a line down the center of several pages. Title each one, equipment, personnel, emphasis, and capital investment. Place production on one side and procurement on the other. List your firm’s ability and capabilities on each page. A successful company will have true balance in each of these areas. 

While we must always be dedicated to technical advances, we must realize our efforts to include a full sales department. Our sales staff must be trained to do their job, and not to help deliver furniture or answer the phone. We have a story to tell and a service that the homeowner and business person alike will buy, if we allow them to. It won’t work, unless we accept the fact that what we have been doing isn’t working and re-adjust our work habits and business philosophy. We must become sales orientated. We must stop selling carpet cleaning and start selling clean carpets. 

Pictured below is the original article from Tips N Chat.

This week we are featuring an “Ed Sez” editorial published in the March/April 1982 issue of Tips N Chat, the “magazine published for the benefit and enjoyment of on-location carpet cleaners”. The focus of this piece is differentiating between promoting carpet cleaning and promoting clean carpets. Keep in mind that this piece was published 36 […]

The ServiceMonster Show (July 20, 2018): Local Social Media, Reddit, and a Ton of New Fixes!

THIS WEEK IN SOCIAL MEDIA

THIS WEEK IN SERVICEMONSTER

  • Training videos for SMTP and Gmail Video
  • We’re looking for a Support Rep to help with data capabilities
  • There are only 9 tickets left to the Symposium, secure yours before they’re all gone: https://www.servicemonster.net/blog/s…

SERVICEMONSTER PRODUCT UPDATES

  • New Release 6.2.8, with over 40 trackers!

THIS WEEK IN SOCIAL MEDIA Are people having trouble finding you on social media locally? https://socialmediaweek.org/blog/2018… How can Reddit chatrooms and AMA’s help your service business? https://www.socialmediatoday.com/news… THIS WEEK IN SERVICEMONSTER Training videos for SMTP and Gmail Video We’re looking for a Support Rep to help with data capabilities There are only 9 tickets left to the Symposium, […]

ServiceMonster 6.2.8 Release Notes


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

Date of release: July 19, 2018

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

New to ServiceMonster? Try it now!

Features

  • (1606) Marketplace Google Calendar Configuration page. “Export” button disabled if none of the routes have been mapped and saved to a Google Calendar.
  • (2674) SM6. Added the Daily Summary and Activity Dashboard on Home Dashboards – reads ‘Current Jobs’ and ‘Future Jobs.’
  • (3163) Scheduling. When hovering over a Task in the Schedule, an info bubble pops up with Subject and Note displayed.
  • (3526) Data Tag – Order Forms. Added new data tag ‘ACCT: First And Last Name.’
  • (3607) Data Tag – Email Templates. Added new data tag ‘SITE: Name.’
  • (3622) Data Tag – Email/SMS Templates. Added new data tag ‘JOB: Day Of Week.’
  • (3623) Data Tag – Email/SMS Templates. Added new data tag ‘JOB: Technician Assigned.’
  • (3656) Service Items. Added the ability to export and print Service Items lists.
  • (3668) Data Tag – Orders. Added new data tag ‘SALES REP: First Name’ and “SALES REP: Last Name.’
  • (3678) Grids. New view filter now displays jobs for the current day.
  • (3700) Job Hover and Job Modal. Added PAID or UNPAID and Created Date info on the Job Hover and Modal.
  • (3705) Opportunities. Cleaned up the Opportunities page.
  • (3714) Settings. Added a Duplicate Accounts tile in Settings.

Fixes

  • (1140)  In Orders, copying an estimate creates a new order AND keeps it as an estimate.
  • (1969) When inside All Orders, the cursor now flashes initially inside the “Look For” search bar.
  • (2392) Voided orders now direct correctly in the History tab.
  • (2423) When in Activities List is filtered under pending calls, it sorts by Due Date and not Created Date. 
  • (2819) When you choose to show columns on a grid list, they remain even when you navigate away from the page.
  • (3316) In Jobs, if the job is in the past, it is removed from the Wait List. 
  • (3318) In Orders (in Manage Service Items modal), the name field is no longer misaligned with the other text boxes.
  • (3444) In the Split Payment Modal, the edited amount now saves properly. 
  • (3274) A ‘Split Payment’ button now exists for already existing payments in ServiceMonster 6. 
  • (3529) Custom Order Filters now display all accounts associated with the filter. 
  • (3590) When admin updates a password, the username remains the same and does not default to ‘new user.’
  • (3604) In CD6, you can now select and save lead sources.
  • (3617) From the Employees Detail Page, when creating a new user, the employee picker defaults to the correct employee.
  • (3619) Under Settings and Employees, the New User button is disabled when creating a new employee.
  • (3620) Under Marketing > Drip Campaigns, a dirty flag is triggered for leaving drip campaign page without saving.
  • (3643) In Scheduling > Job List, Unscheduled Orders only lists orders unassigned to a job as it should.
  • (3666) In DIY Marketing, a dirty flag is no longer triggered at random times and after running a campaign.
  • (3693) Under Activities, if Notes are too long, the user is notified. 
  • (3701) When in Scheduling > Route Picker, inactive routes no longer show.
  • (3704) After choosing a Picklist value, you can revert back to ‘blank’ if desired. 
  • (3798) When creating an Order for a Lead, the tax rate remains true to the tax rate set in Company Settings.
  • (3676) Enabled FMS KPI, Inferred, and Tracked links to be opened with corresponding list of information about each category (like in SM5)
  • (3698) After FMS cards are sent and if lead source on an account record is set and ‘Copy to Order = True,’ the FMS lead source will take precedence and replace the ‘normal’ lead source

Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release. Date of release: July 19, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (1606) Marketplace Google Calendar Configuration page. “Export” button disabled if none of the routes have been […]