Service monster

KevinL

Supportive Member
Joined
Jan 5, 2007
Messages
2,928
Location
East Peoria Illinois
Name
Kevin Leach
SM will transfer all your info into QB. Make sure all your client info is correct in QB before you start with SM. Check name spelling and addresses. That info will be transferred to SM when you start so they can send reminders to past customers. Give em a try, you'll be glad you did.
 

Brian R

Member
Joined
Jun 13, 2008
Messages
19,945
Location
Little Elm, TX
Name
Brian Robison
Keep the QB for your financials and use SM for customer tracking, invoicing, scheduling and reminders. SM graphs and all that are really cool and let you know where you are at any given time.
 

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