ServiceCEO Monthly Newsletter
More News Tips Special Promotions
 

November 2006

In this issue:

Insight Direct's ServiceCEO Named Best HVAC Software
Windows Vista and ServiceCEO FAQs
Tips:
ServiceCEO Tip of the Mont
h
Promotions:
Powered by ServiceCEO

 
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  Insight Direct's ServiceCEO Named Best HVAC Software

HVAC Comfortech Product Showcase Award Winner

 

 

 

 

 

ServiceCEO has been recognized as the 2006 HVAC Comfortech Product Showcase Awards Best Software. ServiceCEO was recognized for developing an exceptional solution that advances the HVAC industry and for its ability to help contractors improve their profitability.

ServiceCEO beat out over 50 other software providers who were on hand at this year's annual HVAC Comfortech Show in Baltimore, MD.

"We're honored to receive this award and I am very proud of our entire team for their ongoing commitment to the success of our customers through the continual advancement of our solutions," said Mark Kushinsky, Insight Direct CEO.

Read more.

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More News
 

Windows Vista and ServiceCEO FAQs
 
 


In January of 2007, Microsoft will replace Windows XP with the new Windows Vista.  Please read the FAQs below and feel free to contact us if you have any questions that we have not addressed here.

Q: Should I upgrade from my current operation system to Windows Vista?

A: If you feel you will gain a benefit from Windows Vista, we are recommending that most customers wait until the first Vista Service-pack to upgrade and then only upgrade if you have access to ServiceCEO Version 6.1.  You can explore Microsoft’s Vista site (http://www.microsoft.com/windowsvista/default.aspx) to understand Vista’s new features and determine whether you would benefit from an upgrade.

Q: Will ServiceCEO work with the Vista operation system?

A: Our 6.1 release will be 100% compatible with Vista once it is out of the Beta phase. 

Q: Will previous versions of ServiceCEO work with Windows Vista?

A: Since development Betas of Windows Vista did not exist at the time when previous versions of ServiceCEO were built, we cannot guarantee seamless compatibility.

Q: What is the best way to make sure this won’t cause any headaches down the road?

A: The best way to reduce future issues is to make sure that you are using the latest version of ServiceCEO and upgrade to version 6.1 when it is released.  As soon as Version 6.1 is released, we will notify all ServiceCEO users with e-mail addresses on file.

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Tips


ServiceCEO Tip of the Month

Designating Which Customers Receive Paper Invoices vs. E-mail Invoices and How to Send the Correct One to Them

You must select the "Print Invoices" checkbox found on the customer detail tab in order to send paper invoices to a particular group of customers.

  1. Go to Reports > Financial > Invoice.
  2. Select the "Only Include Unsent Items" and "Only Include Customers with Print Invoices" options.
  3. Print out all of the displayed invoices to your paper printer.
  4. Choose "Yes" to the confirmation "Do you want to mark these invoices as sent?" prompt.
  5. Go to Reports > Financial > Invoice.
  6. Select only the "Only Include Unsent Items" checkbox.
  7. E-mail the invoices that are displayed.

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Promotions

Get 5%* Off Future ServiceCEO Product or Service Purchase

Powered by ServiceCEO

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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Mark Your Calendar

If you plan on attending any of these events, please let us know beforehand so that we can schedule a time to meet you in person.

2006 Tree Care Industry Expo

2006 Tree Care Industry Expo
November 9-11, 2006
Baltimore, MD

Visit Insight Direct at Booth 120

Find out more

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2006 International Pool & Spa Expo

2006 International Pool & Spa Expo
Nov. 29 - Dec. 1, 2006
Las Vegas, NV

Visit Insight Direct at Booth 3702

Find out more




ServiceCEO Training Classes

Join a Class

Every Monday

  • 11 am EST - StartingRIGHT
  • 12 pm EST - Computer & Telecom Services Q&A
  • 2 pm EST - ServiceCEO Q&A
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Every Tuesday
  • 10 am EST - Basic Training
  • 11 am EST - Crystal Reports Q&A
  • 12 pm EST - Residential & Commercial Cleaning Services Q&A
  • 2 pm EST - ServiceCEO Q&A
  • 4 pm EST - Implementation Q&A
  • 5 pm EST - StartingRIGHT
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Every Wednesday
  • 11 am EST - Basic Training
  • 12 pm EST - Building Repair & Maintenance Services Q&A
  • 1 pm EST - Payroll Q&A
  • 2 pm EST - ServiceCEO Q&A
  • 3 pm EST - StartingRIGHT
  • 7 pm EST - ServiceCEO Q&A
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Every Thursday
  • 10 am EST - Implementation Q&A
  • 12 pm EST - Outdoor Maintenance Services Q&A
  • 1 pm EST - StartingRIGHT
  • 2 pm EST - ServiceCEO Q&A
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Every Friday
  • 9 am EST - StartingRIGHT
  • 11 am EST - Crystal Reports Q&A
  • 12 pm EST - Appliance Install & Maintenance Services Q&A
  • 2 pm EST - ServiceCEO Q&A
  • 4 pm EST - Basic Training
Referral Program

Your chance to win cash and a trip to Las Vegas.*

To refer a company to us, please complete the Referral Submission Form in the Member Center and we will contact your colleague.

Referral Submission Form

* See program details in the Member Center for more information.


Drop Us A Line
Send us management and technology tips you find interesting. And, if you want your company to appear in the ServiceCEO Newsletter,
drop us a line!

Contact us at newsletter@insightdirect.com

 

ServiceCEO - www.insightdirect.com