This is some text inside of a div block.

ServiceMonster Glossary

See the definitions for commonly used words in ServiceMonster, sorted alphabetically.

A

Accounts are records for each of your clients. This is where their history will be stored, their service site information, their contact info, and more!

The time slot you've scheduled to complete the work requested or conduct an on-site estimate or do some other work related task. Appointments can even have their own "groups" so you can easily run reports on how much time is spent doing an "estimate" or "rework" or "drop off/pick up" vs actual revenue collecting "work."

The all-in-one address tool within ServiceMonster. Use the auto lookup feature via the address lookup search and make manual adjustments via the addressed it. Lastly, view that the location is correct via the location pin.

Further classification category for your accounts. Common examples include: breaking down your commercial clients by industry, or using as a one-off tag on certain accounts for marketing purposes. Changing this will NOT affect basic search queries.

General classification for your accounts to easily separate them out for marketing, reports, and just general organization. Customer and prospect are the most common account types. Though you are able to create custom account types for certain situations, be aware that creating your own can affect search results in some situations as the system will prioritize the defaults.

Customer is the default account type when you first launch ServiceMonster, but there is a company setting to swap that to prospect if your sales pipeline revolves around an on-site pre-sale process (generating a quote/bid/estimate for the client to accept) for all new clients.

Create email or text appointment reminders to automatically notify clients ahead of your scheduled visits.

Users who have full access to ServiceMonster, including resetting user passwords.

C

D

E

F

I

K

L

M

N

O

P

Q

R

S

T

W

Contact our Support team.

You can contact us Monday - Friday from 6:00 am to 5:00 pm PST