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In this issue:
 ServiceCEO Helps Window Cleaning Business Grow
New Member Center Features!
Tips: ServiceCEO Tip of the Month
Promotions: Powered by ServiceCEO
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ServiceCEO Helps Window Cleaning Business Grow
Running your own service business is challenging enough but when you're relying on paper and manual data entry to operate your day-to-day activities, then it can become overwhelming. When Kevin and Lilly Hammond opened  their own window and gutter cleaning company in 1997, they managed their jobs and schedules by writing everything down on a large wall calendar or paper.
The Hammonds quickly realized that recurring jobs were slipping through the cracks and they were losing revenue. In order to grow their business and increase their overall customer satisfaction, they needed to find a software solution that could automate their business processes. That's when they turned to ServiceCEO.
Find out more. Read Top Notch Window & Gutter Cleaning Success Story.
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New Member Center Features! |
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If you’re looking for some additional Crystal Reports but don’t want to take the time to create them yourself, check out our new Crystal Reports Library. The library contains pre-made reports that have been created by customers and by Insight Direct. Customers can send reports to us for uploading or can download reports already posted in the library. We currently have reports available for download in the following categories:
- Customer
- Scheduling
- Financial
- Quotes/Estimates
- Product/Services
- Miscellaneous
Take a look and see if there’s a report that could help make things easier for you!
Beginning this month, we will also be offering periodic Members-only discounts on products and services available for purchase in the Online Store, such as Crystal reports designer licenses, additional user licenses, support plans, and more. Over the course of the year, you could save hundreds of dollars, so look out for ads in the Member Center and e-mails in your inbox announcing the sales!
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ServiceCEO Tip of the Month
Using Job Substatus Icons
With most jobs, you tell the customer that you will be there at a specific date and approximate time. However, some customers may not know exactly when they will be available for service, or want you to come at your first available slot. You can put these jobs onto the ServiceCEO Picklist. The Picklist is a list of active jobs without a specific engagement time. When openings in your schedule appear, simply drag and drop the job from the Picklist onto either the calendar or the dispatch board to schedule.
For more information about the picklisted job, double-click the job from the Picklist dialog box. The job record appears. You can also right-click the job to access additional job options for the job and customer.
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Get 5%* Off Future ServiceCEO Product or Service Purchase
All you have to do is include a Powered by ServiceCEO logo and text link from your company web site’s home page to our site - it’s that easy.
In exchange for having a link to our web site from your site’s homepage, you will receive 5% off* any purchase of a ServiceCEO product or service for as long as the link remains on your site.
Sign up today and start saving on:
- ServiceCEO user licenses
- membership renewals
- mobile tech licenses
- credit card processing licenses
- Crystal Reports licenses
*Discount does not apply to technical support, data services or any other consulting services.
For more information or to take advantage of this offer, contact John Ponte at 1.800.471.4200 ext. 275 or by email at jponte@insightdirect.com.
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