ServiceCEO Monthly Newsletter
 

December 2007

Insight Direct, Inc.
60 Canal Street
Boston, MA 02114
Phone: 800.471.4200 ~ 617.557.0066
Fax: 617.973.6660

In this issue:

21st Century Chimney Sweep
Optimize Your Credit Card Processing

It's Not Too Late to Prepare Your Year-End Reports
Share and Download Pre-Made Crystal Reports

Critical GST/HST Information for
QuickBooks Customers
Promotions:
Powered by ServiceCEO


 
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21st Century Chimney Sweep:
Three Business Owners Describe How ServiceCEO Software Saves Time and Money, and Improves Customer Service

ServiceCEO Database BackupChimney sweeps know this is not your grandfather's business anymore. The top hat and tails have been replaced by Tyvek suits and respirators. Territories have expanded beyond small local communities and competition has intensified. The tools of the trade have evolved from rudimentary mirrors and brushes to sophisticated imaging and testing equipment. Customer service, invoicing and marketing have also become even more critical to profitability. Running a chimney sweep business in the 21st century is far more complicated than in your Grandad's day.

Discover how three chimney sweep business owners are using ServiceCEO to transform their companies and remain competitive.

Read the article from Sweeping magazine.

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More News
 
 
 

Optimize Your Credit Card Processing:
Save 15-30 Minutes Every Day Processing Your Transactions Through ServiceCEO

Click here to find out more about ServiceCEO's Integrated Credit Card Processing and to view a short online demonstration.

If you don't currently accept credit card payments or it takes you more than 1 minute to process credit cards with QuickBooks or swipe machines, you owe it to your business to sign up for ServiceCEO's Integrated Credit Card Processing today. Now, you can process all your credit card payments in less than 30 seconds with just a push of a button.

You'll learn how ServiceCEO's Integrated Credit Card Processing enables you to:

  • Save time
  • Save money
  • Reduce errors
  • Reduce accounts receivables
  • Easily follow up on declined credit cards

We've negotiated LOW RATES and FREE SETUP for ServiceCEO customers.

Click here to view a short online demonstration and to apply for a no obligation application.

You can also call us at 800.471.4200 (617.557.0066).

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It's Not Too Late to Prepare Your Year-End Reports

Are you getting the most out of Crystal Reports? Do you have all the year-end financial reports you need or the resources to get them done?

Insight Direct's team of experienced Data Services professionals are available to build ANY report you need to successfully run your business. All you need to do is purchase a Custom Report Quotation from the Insight Direct Online Store located in the Member Center. So don't wait any longer. Order your new report today!

With the help of our Data Services experts, we can build and customize any report to meet your business objectives including:

  • Tracking your company's sales revenue growth
  • Monitoring sales activity by account representative
  • Displaying critical business data with geographic mapping capabilities
  • and much more

To begin building your custom report, we first need to understand the amount of work involved so we can provide a fair and accurate quote for the report design. For a $400 consultation fee, we will help you fill out the Custom Report Quick Start Kit and we will analyze your specific reporting and business requirements. This step typically takes two to three hours, and if less time is required, we will then credit the balance towards the report creation. At the conclusion of this process, you will receive a fixed-price quotation for the complete cost of building the report.

Completing a Custom Report Quick Start Kit

To enable us to fully understand your requirements, we have created an easy-to-follow Custom Report Quick Start Kit that enables you to provide us with the information we need to develop an accurate quote.

Once we receive your online payment for the consultation fee, you will receive an e-mail with a link to download the Custom Report Quick Start Kit User's Guide. Within two days, your personal report consultant will contact you to discuss your requirements, describe how to use the Custom Report Request Kit, and answer any questions. From there, your consultant will work with you closely to ensure the kit contains all of the information needed for the successful completion of your custom report.

Start today! Log into the Member Center to complete a Custom Report Quick Start Kit.

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Share and Download Pre-Made Crystal Reports Through the Member Center

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

Get started today. Log into the Member Center.

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Critical GST / HST Information for Canadian QuickBooks Customers

Source: Intuit Canada

As a valued customer, we want to ensure you are informed of changes that affect you and your business.

In the 2007 federal budget, the Canadian government announced a 1% reduction in the GST and HST rates, effective January 1, 2008. The new GST rate will be 5% and the HST rate will be 13%.

If you track sales tax in QuickBooks, you will need to update the GST and HST sales tax rates in your company file. To help you prepare for this change, QuickBooks has created easy instructions that will take you through this process step-by-step. Note that after you change your tax rates, you’ll have to take special steps to edit transactions that take place before January 1, 2008. For more details on updating your company file, see quickbooks.ca/gst.

If you need further assistance, please visit quickbooks.ca/support.

For further details regarding the GST and HST changes, visit the Canada Revenue Agency website at www.cra-arc.gc.ca.

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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. In addition, by linking to our site, it may help your own web site's ranking in search results.

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. 7325 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.

NECA 2007

2008 AHR Expo
January 22-24
New York, NY

Visit Insight Direct at
Booth #7109


Find out more

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2007 International Pool & Spa Show

2008 Atlantic City Pool & Spa Show
January 29-31
Atlantic City, NJ


Visit Insight Direct at
Booth #3720


Find out more

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2007 International Pool & Spa Show

2008 IFA Annual Convention
February 9-12
Orlando, FL


Visit Insight Direct at
Booth #307


Find out more

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2007 International Pool & Spa Show

2008 IWCA Annual Convention
February 13-16
San Diego, CA


Visit Insight Direct at
Booth #40


Find out more




ServiceCEO Training Classes

Join a Class

Every Monday

  • 11 am ET - StartingRIGHT
  • 12 pm ET - Data Importing Q&A
  • 2 pm ET - ServiceCEO Q&A
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Every Tuesday
  • 10 am ET - Basic Training
  • 12 pm ET - Quoting, Estimating and Call Center Q&A
  • 1 pm ET - Crystal Reports Q&A
  • 2 pm ET - ServiceCEO Q&A
  • 4 pm ET - Implementation Q&A
  • 5 pm ET - StartingRIGHT
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Every Wednesday
  • 11 am ET - Basic Training
  • 12 pm ET - Billing Q&A
  • 2 pm ET - ServiceCEO Q&A
  • 3 pm ET - StartingRIGHT
  • 7 pm ET - ServiceCEO Q&A
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Every Thursday
  • 10 am ET - Implementation Q&A
  • 12 pm ET - QuickBooks Integration Q&A
  • 1 pm ET - StartingRIGHT
  • 2 pm ET - ServiceCEO Q&A
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Every Friday
  • 9 am ET - StartingRIGHT
  • 11 am ET - Crystal Reports Q&A
  • 12 pm ET - Inventory Q&A
  • 2 pm ET - ServiceCEO Q&A
  • 4 pm ET - Basic Training
Referral Program

Your chance to get your choice of 3 great prizes.*

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

 

 

Microsoft Small Business Specialist

ServiceCEO - www.insightdirect.com