A Sales Approach to Increase Customer Referrals

Use a sales approach to increase referrals – See how Ken White Quadrupled his referrals!

basic training

Learn all the new features of the software in depth. Great for any inexperienced or brand new office staff.

Collections with American Profit Recovery

APR specializes in the recovery of slow paying accounts receivables. Integrated with Service Assistant, the receivable portion of your business will be easy. Their business is designed to help businesses reduce their internal costs, speed up cash flow, and reduce or eliminate the number of accounts that would have to be placed with traditional collection agencies or attorneys.

call log

The Contact Manager in Service Assistant is the perfect tool for keeping track of and managing your customer contacts. Learn how to set up this in contact manager, along with ways to generate sales leads and collection calls. This tool is the key to customer service.

customer assistant website

What is the Customer Assistant Website and how can it reduce my receivables and increase my yearly revenue? An overview of the Customer Assistant Website and it's features and benefits.

customer assistant website 2

This session will cover the most common use of the mapping program. We will teach you how to “cherry pick” your customers to create routes that minimize drive time and maximize efficiency. We will also cover features such as “early view days”, stop highlights and different sort criteria.

direct mail

Get more response with less direct mail! Learn about mailing lists and what type of offers will work best to get a prospective customers attention. This class will focus on what works for your industry: Pre-Pay letters, Cancel and Reject Mailings, Statement Processing, Postcards, Self-Mailers and Neighbor Production Postcards.

door-to-door selling

In this era of the National Do Not Call List, business must look for creative, cost effective ways to continue to add customers and grow. Door-to-Door sales worked for our company twenty years ago, and it works for lawn care companies today. We will discuss the use of the Salesbook in Service Assistant and some of the do's and don'ts of door-to-door sales.

e-mail marketing

Are you using email to communicate with your customers? Using newsletters on a regular basis but want a more streamlined process for emailing it? Learn how to use reporting and searching functions found throughout Service Assistant to build a targeted and effective email marketing and communication campaign.

exports

Printing and previewing reports are only the beginning of the information Service Assistant can give you. Learn the many ways of managing and using data that your reports give you.

General Ledger

Every transaction you make in Service Assistant from payments, services, adjustments to interest charges, taxes and installments are reflected as a credit or debit on the General Ledger. Learn all the components that make up your General Ledger and how to interface with Service Assistant and QuickBooks.

global connect

See how the integration with Global connect can add value and time to your day. Usage examples of Global Connect: automate call ahead's, collection reminders, up-sells.

how to win over people

Most operators in the home services industry are tech savy. Whether it’s lawn care, landscaping or pest control, we know what to do! Problem is, most have not been trained to deliver our services through people. In this session, you’ll get a practical 4-part plan for turning plans into reality through people.

i didn't know that

Review some of the little-known tips and tricks to make Service Assistant more efficient. All attendees are encouraged to contribute some of their favorite "discovered gems."

increase closing %

Getting prospective customers to call is half the battle - the other half is closing as many as possible. Ken White will talk about the tools in Service Assistant that can help you close more of your leads.

invoice features

This session will provide an overview of the many features, options and settings you must consider when printing invoices. We will also cover the new features available and explain the differences between Standard and the newer Large Note invoices. Topics will include associating multiple services on the same invoice, day of week restrictions, sales messages and more.

installments

Should my company bill monthly? On installments? Coupons or statements? We will teach you the expansive billing capabilities of your software, as well as teach you how to get and keep your receivables in line.

linked documents

Learn how to save, print, export and e-mail with this powerful Service Assistant feature. Learn how any file, image, Word document, spreadsheet, e-mail – even phone calls – can be accessed right from the customer screen making Service Assistant a complete document management tool.

new reports

This is an in depth look at Existing reports that have been converted to the new report format. We will look at new Data selection Options, Additional Filters, as well as the new Active X control for the filter by mapping option.

NET PROMOTER

The Net Promoter Score is a simple, accurate, and very effective way to measure customer satisfaction and service results while increasing business. Hundreds of companies in many industries have used this for several years to measure customer satisfaction, and benchmark against other companies.

mail merge

Mail Merge in Service Assistant can be used as a customer report writer for times when a standard report doesn't exist for what you are looking for. Mail Merge is extremely powerful and flexible. This session will describe how to use Mail Merge to get just the information you are looking for.

Marketing with pictures

Learn how to maximize the pictures you capture with Measurement Assistant and utilize those images in your marketing. We’ll look at real life examples of how pictures used in marketing letters and postcards can greatly increase your response rate.

marketing calendar

In this presentation you will learn how to put a marketing plan together for your business that will be effective 12 months a year.

marketing 12/months

Even if your production schedule is seasonal, your sales don't have to be. Come and hear how Joe Kucik has a positive net total sales every month, even in the off season! You will learn how to set up a yearly marketing program that best fits your business (workbook included) and begin the plan tomorrow!

marketing universe

A "marketing universe" is the goldmine of data that is in your system. This presentation will show you how to cultivate and use it to get the best return on your marketing investments. Learn how to update and verify your current cancelled customers, reject leads, plus your current marketing database. Learn how to purchase effective marketing lists. Add marketing home owners to your database with list services.

marketel

This session will show you that telemarketing is not dead but still a very important tool in growing your business. We will talk about the many different ways you can use telemarketing to grow your business and how tools in Service Assistant and how predictive dialers can help you to be successful. Expect to have expanded productivity and expanding outbound calling productivity with no additional man-hours.

master documents

Learn how to create and load your customer correspondence from forms, letters and other state required documents into the Master Documents feature of Service Assistant. With a few clicks of the mouse, we will show you how to merge your data to create a customized mail-merge documents, e-mails or contracts. See how you can use the built in State WDI (wood destroying insect) & WDO (wood destroying organism) forms. A Pest Control must!

mapping 1

Geocoding is the process of locating and saving the customers location within Mapping Assistant. Learn how to easily Geocode your customer database to get the most out of the Mapping Assistant.

mapping 2

Learn how to use the Visual Route Designer to Organize or Route your customer database for the start of the new season.

measurement assistant

Introduction to Real Green’s exiting new online measurement tool. See how you can measure a property in minutes, saving time and money while closing more sales in less time.

measurement assistant 2

Learn about more advanced features of Measurement Assistant including how to generate and email a custom proposal complete with a photo of the property.

MEASUREMENT ASSISTANT 3

Come in and take Measurement Assistant for a test drive. See first-hand, how easy it is to use and how well it works in your service area.

mobile assistant 1

Learn about all the Mobile Assistant Features; Turn-by-turn in truck routing, In field data collection, on site and in truck printing of Estimates and Service Receipts and The New Upsell receipt form that doubled some user’s truck sales in one year, In truck daily reports for drivers that speed up their checkout, Learn the reporting features with Mobile Assistant; track the location and speed of the vehicles throughout the day, discover the average time per service or dollar per truck, manage ‘windshield time,’ compare miles driven to miles planned and much more. “Mobile Assistant LIVE” sends service and tracking information in real time Mobile Assistant becomes an extension of your office on the road.

mobile assistant 2

A review of the printing and sales features of Mobile Assistant. Learn how to use offer codes, upsell using condition codes, driven by problems we see in the field. See how offer codes link to CAW and drive customers to purchase online.

mobile assistant 3

Learn how to configure your Mobile Assistant to get the most out of it. We will review the admin site and Service Assistant parameters setup and show how the newest features can be configured to suit your needs; we will review the mobile device reports for Material usage and technician daily production summary. Learn how to identify problems, increase route efficiency and number of stops per day.

MOBILE ASSISTANT 4

Learn from a customer how Mobile Assistant changed the way they do business. Shane Karlson will explain how Mobile Assistant reduced service calls and cancels, increased his customer satisfaction and made life at Your Green Team better!

meet the real green system professionals

Get questions answered by the Real Green System Staff.

one step sales

Learn how many companies have increased closings by 40 percent adopting one step sales. No longer is it necessary to spend ten or fifteen minutes measure a home, now we can measure, price, capture pictures, email a proposal and close in a minute and a half. This is game changing technology, don’t get left behind.

operations report

In this session we will present some of the reports that have been a key to our success in the green industry. This will be an in-depth look on how to create "favorites" and set criteria to generate reports such as cancel reports, season summaries and Net billing YTD reports.

Pest Control Forum

We encourage all pest control companies to attend and contribute in this open forum session. We will discuss the software, hear your ideas for improvement and other industry specific issues.

Pest forms

Learn about the new Pest Control enhancements in Service Assistant. Topics will include required state forms, new invoicing options, termite warranty letters and “QuickText” technology to help speed data entry.

prepay letters

This presentation will review the different uses of the Prepay letter. Explore how the different formats and print options that make this a very effective tool to lock in customers for the coming season. We'll also look at the best options that will facilitate the most response to your order.

print communication

This session will review and discuss some unique printing capabilities and print marketing concepts to help market your business. Print marketing using Pictures, QR Codes and cross media campaigns can all be a part of your next print marketing campaign.

scheduling for pest control

This session will take an in-depth look at the scheduling tools available in Service Assistant. You will learn how to see upcoming scheduled appointment times and dates, to find the best day and time to set an appointment. Also learn how to manage schedule stops, how to view, change and update scheduled stops for mulitple customers.

social media

This class will focus on the beginning steps when starting a Facebook fan page. You will also learn the purpose behind using Linkedin and Twitter. If you are just beginning a fan page or have not begun to use social media to promote your business, this session is for you. Step-by-step instructions will be given on the basic how-to's such as tips on how to engage your audience and how to post using information from your own website. Members will have time to ask questions at the end of the presentation.

Subscription Services

Real Green’s Subscription Services program can automate the process of sending follow up communications to your customers and prospects. See how others are using this valuable marketing tool..

TELEMARKETING

Learn the do's and don'ts of telemarketing in these days of the Do Not Call Registry. Learn why it works when calling on cancelled customers, your rejected leads as well as for upselling services.

upselling with service assistant

Learn what tools are available and some of the recommended uses to improve communications between you and your customers. See how invoices, statements and nature notes allow you to educate, sell to and satisfy your customers’ needs.

utilities

There are more than 60 utilities in Service Assistant! Utilities can be used to help correct problems, standardize your data, change prices and much more. This session will describe what many of the utilities do.

"what can i do for my trees?"

Elliott Schaffer will give a talk on the drought in the south east, saturated soils in the north east, and impreliss.

why mapping is important

Get an overall view of the interaction between the Invoice and the Mapping Assistant modules to improve the daily task of routing.

website marketing

Learn how to have multiple listings on the first page of Google (not pay-per click) and double your lead conversion rate.

WORK ORDERS

For some jobs and for some companies, regular invoicing does not suffice. This session will discuss how to work with individual products to give line-item invoicing and work orders. Landscape companies benefit greatly from this feature and yours might too.

year end procedures

The largest number of support calls we receive are regarding the year end processes. You need to renew services, raise prices and prepare for your pre-pay letter. This presentation will cover all three aspects of the most important time of your season.