“Call-to-Close” in ServiceMonster 6

We define “call-to-close” as the standard workflow in ServiceMonster — from the moment you answer a call and get the customer’s information, all of the way to sending them their paid invoice.

Creating a New Account

  1. Open Quick-Add.
  2. Enter in the Account Details.
    If the information entered matches an account currently in your database, possible matches will appear on the right.
  3. Click Done to close out of Quick-Add.
    If you want to create an order for the account you were working on, click Order on the left.

Creating a New Order

  1. Follow the steps for Creating a New Account. Either create a new customer or find and select an existing one.
  2. Click Order on the left in Quick-Add.
  3. Select an Order Type or search for an order using Order Lookup.
  4. Add line items.
  5. Click Done to proceed to the Order Screen.
    *Note – you may choose to schedule via Quick-Add by selecting Job on the left.

Scheduling a Job (via the Order Screen)

  1. Open the Order you’d like to schedule.
  2. At the top of the page, click Schedule.
  3. Navigate to the Day/Week you want to schedule the job.
  4. Click and drag the Job from Unscheduled to the appropriate timeslot.

Invoicing an Order (aka “Completing an Order”)

  1. Open the Work Order.
  2. In the Order Details sidecar, change the Order Type to Invoice.
  3. Click Save.
  4. Finish closing out the order by Adding a Payment and Emailing the Invoice.

Generating Billing Statements

  1. Navigate to the Orders section.
  2. Click Billing.
  3. Select +New Billing Statement.
  4. Fill out the details to generate the statement you want.
  5. Click Next to generate and/or email out the statements to your customers.

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