69 episodes

Welcome to The ServiceMonster Podcast, your bi-weekly resource for all things ServiceMonster. All episodes are hosted by ServiceMonster CEO Joe Kowalski, with guest hosting duties coming from ServiceMonster employees, service industry leaders, and many others. Thanks for listening and we hope you enjoy!

The ServiceMonster Podcast ServiceMonster

    • Business

Welcome to The ServiceMonster Podcast, your bi-weekly resource for all things ServiceMonster. All episodes are hosted by ServiceMonster CEO Joe Kowalski, with guest hosting duties coming from ServiceMonster employees, service industry leaders, and many others. Thanks for listening and we hope you enjoy!

    69 | Customer Support & Customer Service

    69 | Customer Support & Customer Service

    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

    • 38 min
    68 | Getting Off The Truck With Robert Ayala

    68 | Getting Off The Truck With Robert Ayala

    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

    • 40 min
    67 | Employee Communications

    67 | Employee Communications

    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

    • 48 min
    66 | Appointment Reminders

    66 | Appointment Reminders

    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

    • 27 min
    65 | The Importance of Drip Campaigns

    65 | The Importance of Drip Campaigns

    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

    • 39 min
    64 | The Journey of Bobby Walker

    64 | The Journey of Bobby Walker

    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!

    • 35 min

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