66 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
    • 4.6 • 8 Ratings

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!

    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
    63 | All About Zapier

    63 | All About Zapier

    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

    • 53 min
    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.

    In this episode, Adam and Joe sit down with Brandon Vaughn to discuss his journey to document the process of scaling a service business from $0 to $1,000,000. As well as the importance of finding the right people, having the right motivations, and limiting your excuses. Check back every week for a new episode!

    • 47 min
    61 | Scheduling with Adam

    61 | Scheduling with Adam

    In this episode Adam does a deep dive into schedule, from appointment views to route tags, and Joe goes over a change to the podcast. Check back every week for a new episode!

    • 50 min

Customer Reviews

4.6 out of 5
8 Ratings

8 Ratings

JoshCrist ,

Entertaining, insightful and actionable! 🔥

Whether you’re well established as a cleaning company owner, or just getting started carving out a profitable niche that’s ready to grow - this is a must-listen podcast for you! Joe and the entire ServiceMonster team do an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of building a thriving business, and life you can be proud of - with leaders who’ve actually experienced success themselves. Highly recommend listening and subscribing!

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