In this issue:

Computer Services Franchisor Turns to ServiceCEO
Meet the Newest Addition to Account Management Team
Feature Highlight: Track Success of Marketing Campaigns
Tips: Display Specific Tax Revenue in Report
Promotions: Customer Survey and Success Stories

Expetec Technology Services, a leading franchise specializing in providing IT services to Small and Medium Business (SMB), has selected ServiceCEO as its new business management solution. Frustrated with a CRM application and third-party field service package that couldn't meet their business objectives, Expetec chose ServiceCEO to manage the day-to-day operations of its home office and franchise business owners. The company cites ServiceCEO as being the best-of-breed total business solution at the franchisee level while also providing the franchisor the tools and view necessary to strengthen the link between the franchisor and franchisees.

"After an extensive search, which included about 15 other software applications, ServiceCEO continually rose to the top," said Expetec Operations Manager Bryan German.

German said the company selected ServiceCEO to manage all of its 50 franchisees' business operations. Franchisees will use ServiceCEO for managing work orders and customer information, tracking marketing campaigns, scheduling service technicians, and more. German said he expects ServiceCEO to have an immediate impact on the company's bottom line and looks forward to increasing his organization's operational efficiencies, lowering costs and increasing overall revenue.

For more information on Expetec, visit www.expetec.com.

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As part of our goal to provide our customers with the ongoing attention and support they need, we have expanded our account management team to include Andrew Ryding.

Once customers are up and running with ServiceCEO, an account manager becomes the main point-of-contact for any of your needs and for helping you get the most you can out of ServiceCEO.  Customers should contact their account manager if they are interested in purchasing additional licenses for users, mobile tech and Crystal Reports. In addition, account managers will be responsible for membership renewals and credit card processing.

To find out who your account manager is, log into the Member Center.

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Display Specific Tax Revenue in Report

To run a ServiceCEO report displaying the amount of money invoiced and broken down by tax code, follow these easy steps:

1. Click REPORTS from the Navigator bar. The Available Reports dialog box appears.
2. Click FINANCIAL.
3. Select the REVENUE REPORT.
4. Click SELECT. The Revenue Report Options dialog box appears.
5. Define the appropriate filtering methods in the Step 1 section of the dialog box. You do not need to define any filters if you do not want, but, if necessary, you could define a filter on every tab in the Step 1 section.
   
   For example, if you wanted to display the revenue due to one specific product or service (Product X), you can select the SERVICES/PRODUCTS tab, select the ONLY INCLUDE REVENUE FROM THE FOLLOWING PRODUCTS AND SERVICES: check box, and select the "Product X" check box.
6. Select the name of the tax by which you want to group this data from the SELECT THE ORDER/GROUPS IN WHICH THE TRANSACTIONS WILL APPEAR drop-down list. The name of your taxes will appear as they are defined in the Tax Codes dialog box (Tools > Lists > Tax Codes).

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As part of our continuing effort to get our customers’ input to help us improve, we are launching another survey.  This survey will focus on your level of satisfaction with our service, training, and support after you purchased ServiceCEO.  We want to make sure that we are providing the best possible tools to ensure that our customers succeed in getting up and running and enjoying the benefits of ServiceCEO.

As with our previous survey, participants will be entered into a drawing which will be conducted at the end of the survey (12:00 AM, March 1).  The winner of the drawing will get his/her choice of one of the following:  an iPod nano, a Sony Playstation Portable (PSP), or a $250.00 Amazon.com gift certificate.

Because this survey is focused on post-purchase satisfaction, it is open only to ServiceCEO customers.  Look in your e-mail inbox for an invitation, or login to the Member Center and follow the link on the Member Center homepage.

Thanks for you input and good luck!

Log in to our Member Center to take the survey.

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We Want to Hear About Your Success with ServiceCEO!

We have just launched a new program to collect your ServiceCEO success stories.  In our Member Center, we have added a page for you to provide some information about your business and your use of ServiceCEO.  Based on the information you provide, we will create a ServiceCEO Success Story to be added to our Hall of Fame!

Once your story is published on our site, we may contact you to put together a brief pre-recorded Showcase video to give you a chance to show everyone how you put ServiceCEO to good use.

What’s in it for you?  If you’re proud of the success of your business and think ServiceCEO helped, here’s your chance to let your peers know what you’ve accomplished.  In addition, your logo, company information and Web site URL (if available) will appear on our Web site, getting you in front of potential customers and moving your business up in the search results on popular search engines like Google and Yahoo.

We look forward to hearing from you.

To get started, log into our Member Center.

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IWCA 17th Annual Convention for Window Cleaners
February 15-18, 2006
Mesa, Arizona

Visit Insight Direct at Booth #305.

Also, be sure to catch Chief Operating Officer Christopher Chapman present "Maximizing Business Efficiency." Learn how to increase profits and balance customer satisfaction and employee contentment through a people, process, and technology approach.

Find out more

Massachusetts Association of Plumbing and Heating Contractors Convention
March 11, 2006
Marlborough, Massachusetts

Visit Insight Direct at Booth #115.

Find out more