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Update Your Customer Service Certification

Commercial service contractors know a thing or two about continuing education (CE). Depending on your line of work, ignoring CE is not an option if you want to stay in business. Regardless of your line of work, encouraging CE throughout your…
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United Fire Improves Their Monthly Reporting Cycle with Sage Intacct

United Fire wanted to increase the level of customer service that their technicians provided by improving technology, automating processes, and increasing efficiency across the organization. Their first steps towards this goal were to replace…
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Case Study: Ressac Implements Sage Intacct with ServiceTrade Integration

For more than 85 years, Ressac has established itself as a high quality, low-cost commercial contractor for heating, ventilation, air conditioning, and refrigeration systems. Specialties include low-rise office parks, mall retail, and big…
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Service Hazard (Infographic)

What’s holding your service business back? Is it double data entry and other accounting inefficiencies in the back office? If you solve those problems, are you going to create more value for your customers, make your techs more productive,…
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Scattered Data Could Sink Your Ship

Every day, we talk to service contractors that think the biggest problem with their business is double-data entry into their accounting system. We tell them the same thing every time. That’s just the tip of the iceberg. Below the surface,…
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A Tribute to Dying Technologies

James mentioned to me the other day that the VCR (for the kids, that stands for video cassette recorder) is no longer being produced. This brought on a wave of nostalgia. I remember my sister and I being so excited those times that our parents…
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To Do: Start Using an Online Task and Project Management App

In some ways I miss the old way I kept track of my to do list.  It was a piece of paper with an item on every line.  I would draw a small box to the left of the item, then a description to the right.  When the item was completed, I colored…
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Don't Let the Back-Office Tail Wag the Company Dog

All too often, as field service companies are considering new software, they base decisions on their historical software usage patterns and let the tail wag the dog.  Since accounting software is the primary, and often only, business…
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Modern Tools for Service Contractors, Part 1: Operational Efficiency

Over the last couple years, we’ve compiled a list of free to low cost, easy-to-use applications and products that we often recommend to service contractors. These products range in benefits from operational efficiency to lead generation and…