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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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WFH (Working From Home) FTW (For The Win)

There’s some sort of bug working its way through our sales team this week, so everyone who doesn’t feel 100% is working from home. The rest of us appreciate not being exposed to sickness while those affected remain productive in their home…
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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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How Service Companies Send Appointment Reminders

Everybody sends upcoming appointment reminders: Your doctor, your hair stylist, the vet. Are you sending them to your customers? If so, is it a phone call or an email? How informational is it? Is it boosting your brand image?   Why…
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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…
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Don't bring an operations knife to a customer service gunfight: Customer engagement must be the first priority in a connected world

“Why yes, I regularly purchase products from mail order catalogs” said no one in the last 20 years.  Yet 20 years ago, most catalog retailers were thinking to themselves “If only we could improve our operations and reduce our cost of…
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Stop Texting. Start Messaging!

On several occasions, I've walked into a meeting with dispatchers, schedulers, and service managers who were glued to their phone texting with their technicians in the field.  Why should the office staff use a tiny keyboard on a phone to update…