I have to agree with using the sm app on my phone. Thank goodness I still carry a handwritten calendar on the truck with me, and when I get home, I enter everything on my desktop PC. I'll take your advice and just stick with sm. It was a pain to learn all the stuff on the software. I'd hate to start all over with something elseThere is an add-on in google chrome. I just click on the sendJim icon it populates the info and then I select the sequence of cards I want sent. So If i select my "extended sequence" that customer is instantly set to get a thank you card, two days later they will get a referral request card, then at six months they get a reminder card, and every other month they will get a referral request card and reminder card. They will get cards from me every month for a year of referral requests and reminders. This is set up with just three clicks. When they reschedule, it reset them in the sequence. If I don't hear from them after a year, they get a phone call and then get put in a sequence called the "Catch-up" sequence where they are bombarded with reminder cards every other month. This has really worked well for me because people can't remember A Plus Carpt Cleaning. They think I'm a steak sauce and try and call A-1.
TCF has also integrated SendJim into their platform so you no longer need the add-on in Google chrome. But I haven't figured it out yet. What I'm doing works so why bother. The are a million other features I have no clue how they work. Something called the big proposal for large job bids. I need to take some time and learn all the new stuff.
Matt, if you are currently on SM, just stick with it. There is so much to learn with all these systems. If TCF wasn't around I would surely be using SM. But at this point, there is no way i'm going to jump into a different CRM system after I have learned so much about TCF and how to use it effectively. I'm sure it's the same for SM. The chief complaint I hear about SM is that it's very complicated and the app is not user friendly in the field. But like anything else, i'm sure once you learn it, it becomes easier.
Did you build those cards on send Jim or did someone else design them and you just upload?I can call you later if you want. I’m sitting in church surfing MB. But in a nutshell. It’s $35 a month, I currently manage 720 customers with ease. Keeping them updated with reminders, scheduling, notes and contact info. It organized my sales and expenses and is a wealth of organized data. Help desk is very responsive.
@TConway and @kingjoelking also use it.
My assistant designed them then uploaded them to SendJim. She is very talented in that aspect. But SendJim does have some generic cards you can use and I think they will also design them for you.Did you build those cards on send Jim or did someone else design them and you just upload?
Lots of useful information here from everyone. More confused than ever but plenty to consider.
Also thank you to @PrimaDonna for the conversation on the phone. She gave me the pluses and minuses of every program. She still likes SM but... I'm not so sure.
I know I'm more seasoned/older than most on this board but I can still see the obvious, the cell phone is really what its all about now and will be even more important in the future IMO.
I have noticed I am emailing and messaging a large percentage of my Customers. On line job booking and payments. That trend is only going to continue and grow. HCP is leading there.
For simple and less money TCF is a solid choice.
If you think SM is leading the way into the future with mobile, SMS and online ordering...which I believe is what you do for SM for a small fee, then I would love to have that information to consider. I am not committed to anything. I am more confused now than when I asked the question but, bottom line in 2018 I will be committed to one of these programs.Leading the way, I don't think so. I would rethink that.
Joe said Mobil Technician is out on Android and waiting for approval from Apple...likely another week. Information from today's The Service Monster Show.So what is the current status with SM Mobile?
Yes.Can I completely fill out and close an invoice on a 5" screen in under 3 minutes?
If you think SM is leading the way into the future with mobile, SMS and online ordering...which I believe is what you do for SM for a small fee, then I would love to have that information to consider. I am not committed to anything. I am more confused now than when I asked the question but, bottom line in 2018 I will be committed to one of these programs.
How many more jobs are people bringing in by offering online scheduling?
I hate that the concept of ROI gets misused.
The most blatant examples are advertising promotions. Spending $1000 on an ad to gross $3000 is NOT a 300% ROI.
The app is a pita to reopen after a day of non use.You can do that. Use an email template and add a signature image.
Thank you Bryan. Leaning toward SM.
Playing with the demo now. I will be signing up January 2nd.It's considerably cheaper too