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ServiceCEO Web Edition Features FAQ

What are Zones?

A zone is a geographic area that is used for grouping customers. A zone can be defined by one or many cities, zip codes, states/provinces, and streets. Zones are assigned a colored flag, which appears on the dispatch board to show what area a job is in. They are very helpful for smart scheduling and reporting. See the Zones and Zone & Tax Rules training video for more information on zones.

What are Zone & Tax Rules?

Zone & Tax Rules are rules that assign a customer’s location a zone and tax rate, based on their location. You can build these rules based on streets, cities, states, or zip codes. See the Zones and Zone & Tax Rules training video for more.

How do I build a zone rule with multiple cities/zip codes?

Zone & tax rules can be set up to include as many cities, states, streets or zip codes as you need – just list them separated by a comma and a space. For example, ‘Boston, Brighton, Brookline, Newton.’

What does the ‘Schedule another Work Order after this one’ link on the work
order pop-up box on the Dispatch Board do?

This feature allows you to see a job’s location on a map and the locations of your unassigned, unscheduled, and earlier opening requests with it. You can then figure out which eligible job is closest, and access the customers contact information for immediate scheduling. The purpose of this feature is to make more money by scheduling jobs closer together, reducing drive time and increasing billable hours.

Can I upload files to ServiceCEO?

You can attach files up to 10mb each to customers and work orders. Note that attaching a file to a work order automatically attaches that file to the customer record as well. See our File Attachments training video for instructions.

What is ‘automatic’ duration calculation?

With the automatic duration calculation feature, you can set the standard amount of time for a particular service, and have ServiceCEO calculate how long to schedule an appointment for. The math is pretty simple - we divide the length of the service by the number of employees assigned to the work order. For example, a 4 hour service will be scheduled for 4 hours with 1 employee, 2 hours with 2 employees assigned, or 1 hour if 4 employees are assigned to the work order. Your Customer Success Manager will be happy to help you figure out if using this feature makes sense for your business needs.

What is ‘time added to work order?’

This is the average amount of time you expect a service to take one employee. This time is then used for automatically calculating the duration of a work order.

What does the ‘Validate Address’ feature do?

The ‘Validate Address’ features utilizes our integration with Google Maps to confirm that an address is valid and readable in Google Maps – to make sure that you’re sending your employees to a legitimate location, and to make sure you can get driving directions! ‘Validate Address’ will also run any zone and tax rules that you have set up.

What is the Customer Portal?

The Customer Portal is a tool that allows your customers to request a service call, view/update their account information (including work history), view estimates, send a note, give feedback, and even pay their balance online. Learn more by watching the Customer Portal training video.

What does the green plus symbol next to drop-down fields mean?

This button allows you to add values to drop-down fields without leaving the page. For example, when entering a new client, if the client heard about you through a marketing campaign that you have not yet entered into ServiceCEO, you can click the green plus symbol next to the marketing campaign field and actually add a new marketing campaign to the database without leaving the new customer’s record.

Do you have a mobile app?

We don’t have a mobile app – we have a mobile site, currently in a ‘freeview’ stage. The mobile site is currently best for viewing jobs for the day and capturing signatures on work orders, but we have big plans for it, and want your feedback to help us make it better! Check it out at m.serviceceo.com and don't forget to watch the Mobile training video. Please send any feedback to mobileapp@serviceceo.com!

Is there a log of emails I've sent?

No – so we suggest that you set up a default recipient for all emails out of ServiceCEO. You can set this in Settings > Email Customers and Employees. See the Email Customers and Employees training video for more.

How do I request new features?

Click the big ‘Feedback’ button in the upper right-hand corner of ServiceCEO. This opens a forum that you share with all other ServiceCEO users - this forum is the place to enter suggestions for the product, vote on existing suggestions, and tell us why you want to see something new in ServiceCEO. All users get 10 votes, and can use up to 3 votes on any idea - once we implement a feature that you voted for, you’ll get those votes back.

Does ServiceCEO integrate with QuickBooks Canada?

We sure do - there are a few minor changes that need to be made in QuickBooks Canada - contact your Sales Rep, Customer Success Manager, or our Technical Support team for instructions.

How do I upgrade my package?

Contact your Customer Success Manager - they'll help you choose the right package.

How do I add the Customer Portal?

Contact your Customer Success Manager - they'll help you get your Portal up and running!

Have a suggestion for the FAQ? Please send any ideas, comments, or questions to FAQ@ServiceCEO.com

Also be sure to check out our Scheduling, General Usage, and Setup FAQ guides.

Call ServiceCEO for help with management software at 866-982-9464 or feel free to sign up for a Free Trial or Demo of our award winning service business software.

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