As we continue improving the look and usability of Service
Autopilot, the focus of this release is primarily bug fixes and optimization for
Email and Automations. Enjoy!
Enhancements
Automations
In To Do events, you now have the option to show
the To Do on calendars throughout SA, including the Mobile App.
There is a new “Account Balance” condition that
you can use in Start, Stop, and IF/Else conditions.
A new “Credit Card was Updated” trigger can now
start an automation when a client’s card on file is updated.
Invoice email documents can now be selected in
Email or Form Email events.
These invoice replacement fields can now be used
in Automations:
Invoice Terms
Invoice Sales Tax
Invoice Payment Method
Invoice Subtotal
Invoice Pay Now
Invoice Pay Now URL
Forms
We’ve enhanced the “Captcha” security feature
for full and stripped forms to prevent you from receiving incorrect form
submissions such as spam. Be aware that you need to turn on Captcha if you have
not done so already. To get the enhanced Captcha, you need to re-publish your
form from the Full or Stripped Form options.
Two-Way Texting
If your company is in Canada, you now have
access to Canadian area codes for Two-Way Texting.
Documentation
User
guides are available at Help > User
Guide.
Dashboard
User Guide—this new guide describes all the panels available for the Dashboard
within the SA Report Center.
Chemical
Tracking User Guide—this guide has been expanded to walk you through the
process of setting up and using the Chemical Tracking feature in SA and the
Mobile App.
Report
Center User Guide—has minor updates.
Bug Fixes
Automations
Forms
We fixed some bugs in Form Confirmation and
Internal Emails.
Previously, some special characters did not work
with Form submissions. This has been fixed.
We fixed a bug in which Tags on Submit for Forms
were still applied if the check box was unchecked and previous tags were
specified.
Emails
We’ve fixed a bug with Automations Emails
displaying an “Object reference…” message when a CSR or Sales Person was the
sender, but one was not found.
Previously, on the Automation Edit page, Email
Stats sometimes displayed “infinity” or greater than 100% values. This has been
fixed.
Service Autopilot
CRM
For Members with a Startup account, there is no
longer an option for “Damage Case” on the CRM menu.
Dispatch Board
A minor issue was fixed on the Dispatch Board
that allows you to scroll while dragging a job.
Estimates
Previously, attachments were not appearing on
accepted estimates. This has been fixed.
We corrected an error on the date that appears
on the signature line for estimates.
Invoices
We fixed an issue on the client screen that in
some cases caused the uninvoiced amount to appear as a negative number.
Occasionally, the “+” button would disappear
with certain user rights. This has been fixed.
We fixed the “Pay Now” link—it now works when
emailing an invoice.
We fixed an issue with the Invoice grid
overflowing into other columns.
Timesheets/Payroll
We reordered the values in the insight bar to
match the grid.
You can now specify the first and last name of
the employee in the “Print on Check” field.
There were some issues with the Wall Clock
showing incorrect times for clock-in. This has been fixed.
We adjusted the new Lunch and break time
settings:
If
your company pays for lunch time, and an employee logs time for lunch, their
lunch time is included in clocked
time.
If
your company does not pay for lunch time, and an employee logs time for lunch,
their lunch time is not included in
clocked time.
We fixed an issue with multiple clock-in and
clock-out times by an employee in one day. The overall time for the day will
now reflect the first clock-in time and the last clock-out time.
We fixed an issue with budgeted hours not
showing correctly.
Previously, clocking out at midnight caused a
blank timesheet record to be created for the next day. This has been fixed.
QuickBooks Online
We fixed various issues with payments not
syncing properly with QBO in some cases.
We fixed an issue with contract invoices not
syncing properly with QBO in some cases.
For invoices that had services listing a minimum
amount, an error message was appearing on invoices. This has been fixed.
Sometimes, the sales tax configuration “Error Code 1” was remaining on Member
accounts. This has been fixed.
Knowing how to grow your cleaning business presents challenges because every business' needs are different. Additionally, you might feel a loss for what to do because it seems as though nothing is working.
After all, goals, priorities, processes, and even marketing all vary from business to business.
Though, keep in mind, there's no "one formula" that's the same for all businesses.
In this article, we'll explore how to grow your cleaning business by:
Setting achievable goals
Implementing everyday processes
Using the right marketing strategies
Managing your cleaning business' reputation
Taking advantage of resources that can help the business
Finding the right balance of strategies is vital to growing your cleaning business.
Although, since no one cleaning business is the same, it’s important to adjust these strategies to meet the needs of your business.
We make goals for just about everything in our lives - diet, fitness, lifestyle, relationships, career, education, and more. We make these goals because we want to improve in those areas.
If we’re making life goals to improve ourselves, then it only makes sense that we’d set them for the businesses we want to improve and grow as well.
By setting achievable goals, you'll make it easier to:
Track progress
Determine specific areas for improvement
Keep everyone in the business motivated for growth
As you're setting goals, it's important to consider things like:
Company weaknesses (e.g. bad reviews, revenue decrease, etc.)
In order to start setting achievable goals, it's important to find out where you want to improve. As a general rule of thumb, many businesses set these goals at the end of each quarter (e.g. about every 3-4 months).
You’ll review the hit and missed goals, and then you’ll set the ones for the next quarter.
Also, be sure to keep track of numbers throughout the quarter. In turn, you don’t have to do as much work when you review.
Implement Everyday Processes
From our morning routine to the way we work, we all have a process for everyday things in our lives.
We do it because these processes create order. This order ensures we maintain control and avert chaos… which is exactly why you need everyday processes in your cleaning business.
Especially in the cleaning industry, you’ll need to start processes for everything things such as:
No one should have any doubts about the everyday aspects of their job. Which means, in order to grow your cleaning business, there needs to be rules and procedures put into motion.
In turn, when the right everyday processes are put into place, your team and clients are much happier because give they know what to expect.
Use the Right Marketing Strategies
Despite what you might think, marketing isn't difficult for the everyday business to start taking advantage of it.
While a marketing specialist is useful, you have the power to begin marketing your business yourself through:
Cultivate long-lasting relationships with leads and clients
Once you know the basics of these simple marketing strategies, you'll be able to win more clients with increased lead acquisitions while also winning back lost clients.
In addition, you'll simultaneously be able to keep your best clients by establishing long-lasting relationships with them in your marketing efforts.
Be the "top authority" in the cleaning industry today!
Service Autopilot has been specifically designed to grow your cleaning business into a long-lasting success. When you sign up, you'll gain access to the most powerful tools for maximizing profits:
Detailed reporting
Instant bulk invoicing
Automatic optimized routes
Same-day automated payments
Employee time and location tracking
All client information stored in one easy place
Win more clients with instant estimates and automated follow-ups
Grow Your Cleaning Business... Faster (and with Less Stress)
Instant invoicing
Better scheduling
Manage your clients and employees all in one system
Now You Know How to Grow Your Cleaning Business Starting Today
Finally, you know how to grow your cleaning business by focusing on the right areas.
Through these strategies, you now know:
The areas where you need to improve
How you can improve on those areas
Simple strategies to help quickly grow the business
Even though growing your cleaning business isn’t easy, these strategies will make it easier. When you take advantage of these top strategies, you’ll be on the right track to growing in no time!