fbpx

Customer Management

Account Newsfeed

Stay current on all events that occur in an account -- from emails sent to work orders completed to direct mail, calls and more. See the first video below for more.

Multi-Site Accounts

Assign an unlimited number of sites to a single account. See the second video below for more.

Address Validation

Confirm the accuracy of addresses so you know exactly where you're going. See the third video below for more.

More Customer Management Features

Account Ranking

ServiceMonster’s ranking algorithm considers multiple factors and assigns each account based on the values of each client.

Recurring Jobs

Quickly and easily get daily, weekly, monthly, or yearly recurring jobs on your schedule.

Account Tags

Sort, filter, and organize accounts using tags.

Commercial Accounts

Keep relationships strong with your largest accounts and always be in the know by tracking every activity in ServiceMonster.

Clients, Prospects, and Vendors

Manage every aspect of your relationships with clients, prospects, and vendors to ensure that no one falls through the cracks.

Commercial Accounts

Keep relationships strong with your largest accounts and always be in the know by tracking every activity in ServiceMonster.