Episodios

  • 69 | Customer Support & Customer Service

    69 | Customer Support & Customer Service
    Jul 14 2021
    In this episode of The ServiceMonster Podcast, Joe, Adam, and Mary discuss what makes for great Customer Support & Service, and why it is so important to your business. Also in this episode, we go over the latest updates to the ServiceMonster software, and break down some posts from SMUG. Be sure to check back every week for new episodes! 0:00 - Intro 1:23 - Customer Support & Customer Service 2:29 - Why It’s Important To Be Good At It 7:38 - Leads Through Reviews 10:09 - Being The Expert 12:24 - Making Excellent Customer Support Part Of The Culture 17:56 - The Metrics 21:33 - The End Result 23:13 - ServiceMonster Updates 31:38 - SMUG Paul: Fancy New Buttons 33:57 - SMUG Nathaniel: API? Ask Bruno 37:11 - Outro
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    38 m
  • 68 | Getting Off The Truck With Robert Ayala

    68 | Getting Off The Truck With Robert Ayala
    Jun 23 2021
    In this episode of The ServiceMonster Podcast, Joe, Adam, and Asher have a conversation with Robert Ayala about his entrepreneurial journey have a service business owner. Starting from the beginning, to finding Super Hero employees, getting off the truck, focusing on social media, and getting good reviews. 0:00 - Intro 1:03 - Robert Ayala: How It Started 5:23 - Creating A Path For Your Employees 11:56 - Getting Off The Truck 15:33 - What To Do Off The Truck 22:14 - When You Want To Go Big You Have To Go Small 25:28 - Using Social Media and Reviews 29:44 - Uniforms 34:07 - Loft 35:53 - Running Two Different Businesses 37:52 - Parting Words 39:56 - Outro
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    41 m
  • 67 | Employee Communications

    67 | Employee Communications
    Jun 16 2021
    In this episode of The ServiceMonster Podcast, Joe, Adam, and Mary break down internal employee communications within ServiceMonster 6 and the app, from notes to activities, and more! Joe & Adam go in depth on the feature request process, and also in this episode, our weekly updates on the software, and a deep dive at some of our highlighted posts in SMUG. 0:00 - Intro 2:33 - Employee Communications 3:43 - Notes 10:46 - Activities 22:26 - ServiceMonster Updates 30:12 - SMUG Matt: Customize Order Approval Page 32:04 - SMUG Paul: Show Route Feature 33:33 - Feature Request Process 47:51 - Outro
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    49 m
  • 66 | Appointment Reminders

    66 | Appointment Reminders
    Jun 1 2021
    In this episode of the ServiceMonster Podcast, Adam and Mary give you the rundown on appointment reminders. How to set them up, default settings, and how to customize them to best serve your business. Also in this episode, our weekly updates on the software, and a deep dive at some of our highlighted posts in SMUG. 0:00 - Intro 04:01 - Appointment Reminders Set-Up 12:20 - Do Not Contact 13:35 - Default Pipeline 14:47 - After The Appointment Reminders 16:34 - ServiceMonster Updates 18:23 - SMUG Kimberly: Referral Program 20:32 - SMUG Vincent: Mobile App Question 22:44 - SMUG Matt: Client Not On The Schedule 26:18 - Outro
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    27 m
  • 65 | The Importance of Drip Campaigns

    65 | The Importance of Drip Campaigns
    May 18 2021
    In this episode of The ServiceMonster Podcast, Joe, Adam, and Mary take a look into drip campaigns within ServiceMonster. How to set them up using templates, how to set them up from scratch, and why they are so important to your business. We also go over ServiceMonster Updates, and take a look at some of your questions in SMUG. Check back every week for a new episode of the Podcast! 00:00 - Intro 02:25 - Showcasing Drip Campaigns 13:35 - Starting A Campaign From Scratch 19:20 - The Importance Of These Campaigns 25:52 - ServiceMonster Updates 29:36 - SMUG Alan: Reference Field 31:21 - SMUG Matt: Change Order Accepted E-mail 32:04 - SMUG Kimberly: Disable Creating New Services for Technician Security Roles 33:49 - SMUG Corey: Help With Marketing and E-mail templates 38:23 - Outro Creating Templates: https://www.help.servicemonster.net/help-articles/creating-marketing-templates Order Approval tool: https://www.help.servicemonster.net/help-articles/online-estimate-order-approval Security Roles: https://www.help.servicemonster.net/help-articles/security-roles Marketing webinar: https://www.bigmarker.com/servicemonster/ServiceMonster-Marketing 6.5.6. Release notes link: https://www.help.servicemonster.net/release-notes/release-notes-v6-5-6
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    39 m
  • 64 | The Journey of Bobby Walker

    64 | The Journey of Bobby Walker
    May 12 2021
    In this episode, Joe and Adam have a conversation with Bobby Walker about starting a new business, the importance of reviews and the future of Trade Shows. Check back every week for a new episode!
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    36 m
  • 63 | All About Zapier

    63 | All About Zapier
    May 4 2021
    In this episode, Joe, Adam, and Mary discuss Zapier. How to set it up, connect to it, and start using it for your business. Adam gives you the update on ServiceMonster, as well as highlighting some posts from the community on SMUG. Check back every week for a new episode! 00:00 - Intro 02:03 - Zapier 101 08:18 - Where To Start 12:17 - Setting Up Connections 23:38 - Pulling Data Out Of Zapier 36:04 - ServiceMonster Updates 45:02 - SMUG Heather: Why Are My Routes Out Of Order? 46:13 - SMUG Robin: New Note Options 47:21 - Outro
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    54 m
  • 62 | How To Build A 1M Service Business In Less Than 6 Months.

    62 | How To Build A 1M Service Business In Less Than 6 Months.
    Apr 28 2021

    00:00 Intro

    01:48 - Documenting How to Scale A Business

    15:35 - What’s The Motivation?

    23:28 - Teams & People

    27:17 - No More Excuses

    33:02 - Finding The Right Formula To Grow

    37:09 - Legitimate Coaching

    40:58 - Conquer

    44:59 - Outro


    Check out Brandon Vaughn's channel here:
    https://www.youtube.com/channel/UCsXBxhukhivePlAq7PYLi_A
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    48 m