The Quick Add is the easiest and quickest way to create a new Account, Order, or Appointment.
Quick Add is available anywhere on the website.
The Quick Add button is available anywhere on ServiceMonster by clicking on the small blue "+" at the top of the screen.
The Quick Add allows you to complete every action tied to creating an estimate or a job and can even act as a "SOP" for office staff when answering phones. Go through the full process or create quick quotes on the fly. Whatever you need, the Quick Add has you covered.
When you first open the, you will see the Account page. This is where you can enter in account information to create a new account. As you type in information, any possible account matches will show up in the "Possible Matches" box, where you can then click on the account to choose it.
If all you want to do is create a new account, once you have entered the account information, you can click "Save and Close". If you would like to create an order, click on the "Order" tab.
Here you can pick what type of order you want to make, or can look up an order. Once you click on an order type, the screen will change.
Here you can enter your line items, including the option to use packages and promotions. Use the "+ Add Items" to easily view and add in your line items, or simply click on a line in the "Item" column to use a drop-down menu to find your product or service.
Once that is completed, you may either click "Save and Close" to create the order and account. Or, if you want to schedule an appointment, click on the "Appointment" tab.
Here you can schedule an appointment. All you have to do Is click where on the schedule you want your first appointment to be.
A "New Appointment" box will appear. Here you can see and edit the details for your appointment.
You can also add in another appointment using the check, "+ Day", or "+ WK" buttons at the bottom of the New Appointment box. Clicking on the check allows you to click anywhere on the schedule to add in another appointment. Using the + Day adds another appointment the next day at the same time as the last selected appointment, and the + WK creates another appointment the next week as the last selected appointment. You can use the trashcan icon to delete appointments by clicking on said appointment, then clicking on the trashcan.
Once you have created the appointment or appointments, you can click Save and Close to create your appointments, as well as the order and account if applicable.
If you would like, you can move onto the confirmation email to send your client an email confirming their appointment.
Here you can view the details of the appointment and have the option to send an email and or text confirmation, as well as set up appointment reminders.
Checking off either the "Send Email Confirmation" or "Send Text Confirmation" will allow you to choose or adjust the email address or phone number. You can also choose which template you will use (ServiceMonster does offer a premade Job Confirmation email template).
If you have created appointment reminders you can also select for them to be applied to this appointment in the "Appointment Reminders" box.
Click "Save and Close" to send out those confirmations, as well as create your Appointment, Order, and Account.
No matter which step you chose to finish at, once you click "Save and Close" the Quick Add box will close and the Quick Add Summary will appear at the bottom of the screen. This will give you a quick summary of what you just did. If you created anything "new", there will be a green (New) next to that item.
You can click on the Account, Order number, or Appointment to see the relevant page for that Account, Estimate, or Appointment