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CHOOSE YOUR
FREE GIFT
When You Refer a
New Customer
www.xbox.com
www.tivo.com
www.apple.com/ipodshuffle/
HOW THE PROGRAM WORKS
Our customer referrals continue to be our best marketing secret. To date,
we have received 33 referrals thanks to our customers!
If you refer a company to us by October 31, 2005 and they purchase
ServiceCEO within 30 days, we will give you a FREE
GIFT of your choice.
Choose from an Apple®
iPod® shuffle, a TiVo® box, or an Xbox®.*
To refer a company to us, please complete the submission form below and
we will contact your colleague.
* See submission form for details of this offer.
Drop Us A Line!
Send us management & technology tips you find interesting. And, if
you want your company to appear in ServiceCEO® Newsletter, drop
us a line!
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Apply to Join the ServiceCEO 6.0 Beta Program |
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We have an exciting
slate of new features in ServiceCEO 6.0 and we're looking
for current ServiceCEO users to join our Beta Program!
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Some
of the Powerful New Features in ServiceCEO 6.0: |
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In-Vehicle
GPS Tracking
Customers who purchase SageQuest's
hardware/software solution will be able to see the location
of each vehicle in their fleet on the Dispatch Board.
SageQuest uses GPS-based technology to track,
route and generate reports on your vehicles. Their solution
provides tracking software and reporting tools that allows
dispatchers who have Microsoft® MapPoint®
installed to:
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See the current location of vehicles in
the field on the Dispatch Board |
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Obtain valuable real-time and historical information
on each vehicle, including speed, length of time idle,
mileage, stops, driving route, etc. |
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Respond faster to customer calls |
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Reduce pages/calls to field personnel |
Marketing Campaigns
ServiceCEO 6.0 expands its marketing capabilities by replacing
Marketing Codes with Campaigns. Campaigns will be able to
accommodate marketing activities such as yellow page ads,
store fronts, billboard ads, mass emails, holiday cards,
direct mail, and telemarketing efforts. Customers are able
to track specific marketing efforts, including a campaign’s
cost, its effectiveness and revenue-generating potential.
Customers also have the ability to create and assign a demographic,
a group of customers based on defined characteristics and/or
filters, to a campaign.
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Payroll/Timecards
The biggest enhancement in the new 6.0 release is ServiceCEO's
expanded payroll capabilities. Customers have the ability
to generate and control all details of their employee payroll,
including time cards, work hours, pay cycles, time codes,
pay checks, team check in, paycheck report, overtime and
payroll flexibility. ServiceCEO’s Payroll Setup Wizard
enables customers to quickly and easily configure all of
ServiceCEO’s new payroll features in one centralized
location.
XML Exporting
With the 6.0 release, ServiceCEO uses Extensible Markup
Language (XML) exporting to integrate with General Ledger
(G/L) applications. After configuration, ServiceCEO generates
a representation of customers’ accounting transactions
in an XML file, marked with the date and a serial number.
Customers will need to install and configure a tool (such
as eBRIDGE® or Great Plains® Integration Manager®)
to load data from the ServiceCEO XML files into a G/L database.
Posting Invoices
Customers can now control when an invoice is reflected in
a customer balance via the Posted field. When an invoice
is posted, the invoice will be reflected in the customer’s
balance and appear in all relevant financial reports (Accounts
Receivable, etc.) as of the posted date.
Project Control Panel
In ServiceCEO 6.0, the multi-step project-building
process has been replaced with one screen: the Project Control
Panel, which enables customers to perform all project and
visit level actions and edits from one location. |
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Member Discussion Boards Prove to be a Valuable Tool
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Have you checked out our Member Discussion Boards yet?
If not, log on now.
It has been one month since we launched the
Discussion Boards and many customers have found interacting with
other customers a very valuable way to learn even more ways of using
ServiceCEO.
So far over one hundred Member Center customers have visited our
Discussion Boards and over two hundred postings have been made within
32 different forums (one hundred topics).
Topics range from industry-specific categories
to software functionality, such as inventory tracking, scheduling,
dispatching, routing, and reporting. |
To participate in ServiceCEO's Discussion
Boards, simply go to our Support page and then log into the Member
Center
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For example, some interesting topics include:
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What is the potential for phone system integration with ServiceCEO? |
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Try out a new knowledge-based prototype called KnowledgeCEO |
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How are people dealing with gas prices? |
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Tips for using and modifying reports |
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Ideas on communicating with crews |
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Tips on time management and estimating jobs |
A ServiceCEO representative moderates each Discussion Board forum. So, chats on Discussion Boards
not only encourage dialogue among ServiceCEO customers, but also enhance communication between the ServiceCEO
customer and the Insight Direct team.
Below are some recent comments from our customers:
"I'd like to thank Insight Direct for establishing yet another way
for ServiceCEO users to gain understanding of this product."
Dan Parchman, Sealy Corporation, Username: UncleDan
"I'm impressed that we have the (Insight Direct) Chief Architect in here - I think this forum
is the best thing you guys could have done!"
Ben Johnson, Expert Computers, Username: benmjohnson
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Feature Highlight: Create Recurring Job Schedules
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Let ServiceCEO help you get
organized by scheduling recurring customer jobs
One of ServiceCEO's most popular features with business owners is the Create Recurring Jobs function.
By simply clicking on the frequency icon in ServiceCEO, your employee has the ability to create any kind
of recurring schedule necessary to meet customers' needs.
The Recurring Jobs feature is flexible and simple to use. You choose the frequency and timing,
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repeats daily, weekly, monthly, or
annually. Does it recur certain days of the week, month, or year?
Or, would you rather customize a timetable and handpick certain
dates? It's all up to you.
Plan customer schedules with confidence, knowing that you can set
end dates based upon specific dates or after a number of job occurrences.
Or, choose no end date at all for open-ended customer contracts.
The Recurring Jobs feature is a powerful tool that helps business
owners organize recurring jobs with ease. With this tool you will:
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Save valuable time |
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Eliminate the headaches
of tedious, manual scheduling |
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Build customer and employee
confidence |
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Grow your business faster
and more efficiently |
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Apply to Join the ServiceCEO 6.0 Beta Program
