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
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
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
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!
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
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!
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!
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!