New Features: Custom Level Activity Notes + More

• Customer Activity Notes: All notes across invoices, estimates, and work orders for a customer are now visible from the customer record screen. In addition, users can flag customer notes, making them visible in any invoice/estimate/WO created for that customer going forward.
   
• Won/Lost Estimate Dates: ServiceBridge reporting now includes datasets for estimate won and estimate lost dates.
   
• Chip reader support for Authorize.net 
   
• Improved Geotracking and Route Optimization: The improved geotracking and routing functions allow users to filter jobs by status, allowing dispatchers to view all open jobs, suspended jobs, and more. 

Blog: Field Service Franchise Growth

  

In the past decade, service franchises have grown enormously, with two service franchises ranking in top 10 for fastest growth; and TEN ranking in the top 25 low-cost franchises. What’s fueling this explosive growth, and why are more entrepreneurs looking to service franchises rather than traditional restaurant or retail franchises? We examine some of the reasons why more and more investors and entrepreneurs are looking to field service industries for franchising opportunities. 

Blog: Building a Winning Field Service Team

  

Spring is here, and that means one thing - baseball season. In Chicago, where ServiceBridge calls home, there's a lot of excitement given the recent success of the Chicago Cubs. 

The Cubs are well-noted for 'building a championship team' - making strategic moves that ultimately lead to their World Series victory. In this article, we look at some of the keys to their success - and how field service companies can apply the same methodology to create a winning team. 

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