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Direct Debit Payment Automation

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We are often asked about the benefits, and how to set up direct debit payment automation, and how you can work even more efficiently by using direct debit in an integrated ServiceM8 workflow. But what does integrated direct debit mean, and how can service companies better integrate within their job management systems. If you use GoCardless already, you will know that it automates cash collection by taking payments from your customers. each time payment is due, with a single upfront mandate...
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Squeegee App and Infusionsoft

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For companies that are serious about growing their service companies on a regional and national basis, they will typically start their 'technology foundation' with a modern app based job management system with some CRM functionality - the challenge arises - when growth happens and the core system starts to show signs of weakness, at this point if they are using Squeeg.ee, they might consider combining two CRM solutions - Squeegee App and Infusionsoft.. When tech software/systems are outgrown ...
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CIS Deduction on ServiceM8 Invoice

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How to include the CIS deduction on ServiceM8 invoice. This can be done by adding a deduction (call it ‘CIS’) as an item under the jobs Quotes & Invoicing item list. To do this:- Open the job you wish to apply CIS onto Go to the Quotes & Invoicing Tab Click the add item/service button to add a new item Set the item quantity to -1 (Negative 1) Set the item name / code to CIS Set the item price to its %age equivalent You should see the total amount adj...
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Choosing CRM Software for Franchisors

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You have found this page because you are trying to get through the fog of information regarding choosing  CRM software for franchisors, you know what a great CRM can do for any business, and you also know that choosing the right shortlist of systems is critical to the ability of your idea to work! How you handle the issues below (and others) will determine the success of your CRM system choice and overall success of the complete project. Advisory group/feedback. Utilising the full networ...
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Can Paperless Systems Reduce Cross Contamination?

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The less that people have to handle and pass things around, whether it is a pen and clipboard, or sheets of paper from the person completing the form to the supervisor, then to the person who files the form away - the less chance of cross-contamination! Can paperless systems reduce cross contamination, in businesses - and ultimately remove risks to employees? During a business trip in mid-March, earlier this year, we were in Scotland - even then the guidance for small hotel owners (from Touri...
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Virtual Help Service – Plumbing & Heating

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It was amazing to read a post by Michael Cairns, on linkedIn, about how Celsius Plumbing and Heating have launched virtual help service and that they have helped over 50 families around Edinburgh and the Lothians - ALL without needing to send a single engineer out to their homes! The virtual help service is a free service, as they wanted to help their local community and contribute 'a bit more' during the current difficult times, as many people can’t risk having anyone in their homes due to p...
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Micro Franchising as a Model

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Micro Franchising as a model
With the rise of the global economy, we have all become more aware of what's going on around the world and all of the problems that people are faced with every day, and there are organisations and companies working fix the problems - micro franchising as a model can help. Many of those problems have one common denominator and that is poverty - Globally, 10 percent of the world is living on less than $2 a day. There are many non-government organisations, non-profit organisations, and govern...
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Customer Service Vs Customer Experience

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Customer Service Vs Customer Experience - ServiceM8
Customer Service Vs customer experience are often used interchangeably - but, is that correct? This post is going to be going through some of the biggest differences between customer experience and customer service. (If you would like to learn how this relates to growing an engineering services company - always happy to schedule a chat.) The first key thing to understand is the difference of customer service vs customer experience - customer service is part of a holistic customer experience, ...
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Best Infusionsoft Consultant

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How to find the best Infusionsoft Consultant. So you have gotten this far, you have researched (or may even have bought) Infusionsoft - now you are looking for the best Infusionsoft Consultant. In order to make this choice there are a number of considerations to make: Considerations when making a choice: Are you looking for a 'local' Infusionslft Consultant; Is onsite or off-site training required; How much will consultancy cost be; Have they done projects in the same sector ...
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How to Systemise your Business in 5x Easy Steps

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We thought that you would appreciate this simple yet valuable & scalable process to systemise your business & sack yourself from day to day. Step 1. Make a note of what you do as you do it in bullet point form and transfer it to a mindmap Step 2. Send it each Tuesday to a virtual or personal assistant to type up and order in your manuals with clear page refs & indexes, & send back to you Fri 3pm to check (Search on Google: ‘Virtual Assistant {Your Location}’ or go to a loca...
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Growing a Pest Control Franchise in UK

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How to Grow a Pest Control Franchise Pest control franchise owners are in a continually growing market place. According to Franchise Direct. The pest control industry has been performing well in recent years. A service that will always be very much in demand, pest control is a necessary function in society and ensures adequate health and hygiene standards are maintained in both homes and businesses. A couple of key factors have contributed to the growth of this industry: Budget cuts with...
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Systemisation of Your Trade Business

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When you consider systemisation of your trade business, the first thing that jumps to owners minds is, “That’s a load of work - how can I possibly find the time!” You will only have to invest time in setting up these systems once. In the long run, it will save you hours, days and weeks per year. Automation and systemisation is something we take very seriously in our own business. These systems are in the form of flow diagrams, with one chart being developed for each element of the busin...
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