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  #41  
Old 12-27-2011, 11:06 AM
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willretire@40 willretire@40 is offline
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Join Date: Nov 2004
Location: VA
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I charge credit cards same day of service. So i dont really know how many people log in. I just notice when the update their credit card or ask for an estimate.
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  #42  
Old 12-28-2011, 12:18 PM
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BeachysLawn BeachysLawn is offline
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Join Date: Nov 2011
Location: VA
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Thanks, I do the same with the cards and I wasn't sure if I would have any real need for the portal. It would be nice for them to be able to update their cards, etc. on their own, though.
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  #43  
Old 12-29-2011, 03:45 PM
mklawncarewi mklawncarewi is offline
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Join Date: Dec 2011
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So I have paid for this just to try out for next year and have a few questions. 99% of my business is a 5 application fertilization and weed control package which I have set up and added some test customers in. Looks great how they do the scheduling. Here is a question though....

I usually send out a letter offering a prepay discount of 5%. How would I go about doing this? Is there an option to do this within service autopilot or would I have to type up a seperate letter for 300 clients and then change packages for anyone who does prepay?

Curious if any of you doing fertilizing and weed control with this program?

Thanks in advance.
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  #44  
Old 12-29-2011, 03:49 PM
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willretire@40 willretire@40 is offline
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Location: VA
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Go to marketing tab and type up the letter or go to settings and make a new templet letter and then select it under the marketing tab. I'm not in office right now so I can tell you detail come detail.
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  #45  
Old 12-29-2011, 04:01 PM
mklawncarewi mklawncarewi is offline
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Join Date: Dec 2011
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Thanks for the quick reply. I will check it out. Im currently only on startup as I was trying this out. Will that matter?

I love the potential but man I was up all night trying to learn the program. I have about 300 customers I need to import and set up if I decide to go with it. Company I'm taking over accounts from is downsizing and we use real green which is pretty easy but DAMN expensive.

I just hope if I can make this work it will be easy to import and get things set up by the end of january.
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  #46  
Old 12-29-2011, 07:40 PM
t608 t608 is offline
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Join Date: Sep 2011
Location: RI
Posts: 75
Quote:
Originally Posted by mklawncarewi View Post
I love the potential but man I was up all night trying to learn the program. I have about 300 customers I need to import and set up if I decide to go with it.

I just hope if I can make this work it will be easy to import and get things set up by the end of january.
You can call them and they will do a live demo with you. I plan on signing up within the next few days. In an email to them they said once I sign up to schedule a free live demo. Also they have import tools to move everything over.

I'm a little excited to try sa myself. I'm going to go with the basic plan too until I have everything all setup.
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  #47  
Old 12-29-2011, 08:22 PM
mklawncarewi mklawncarewi is offline
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Join Date: Dec 2011
Posts: 10
Ok so after talking on the phone they were very helpful but do not have a prepay option. So basically I would have to type up prepay letters to my customers and whoever paid I could go into their package and set up as a discount so the balance would end out right.

I have a live demo set up with Jonathan next tuesday. I guess I could use the marketing just to make a mass letter to everyone welcoming them to 2012 then fill in what their price to prepay vs not prepay would be, then if prepay edit their package for a discount. Its some work and not sure if worth the extra $30 a month.

Either that or maybe I'll just make a word document prepay option and do them 1 by 1. Though kind of defeats purpose of trying to make less paperwork.

I am also playing around with jobber(I feel scheduling especially for lawn care isn't up to par), groundskeeper pro, and qxpress.
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  #48  
Old 12-29-2011, 09:25 PM
t608 t608 is offline
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Join Date: Sep 2011
Location: RI
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Did they say if they will add prepay? I heard they are good about adding new features.
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  #49  
Old 12-29-2011, 09:38 PM
mklawncarewi mklawncarewi is offline
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Join Date: Dec 2011
Posts: 10
just said they don't want to lie and cannot offer it at this time. im checking out qxpress just because i believe they do renewals. I have no clue what i'm going to do yet.
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  #50  
Old 12-30-2011, 09:47 AM
DiscoDave DiscoDave is offline
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Join Date: Jun 2008
Location: Midwest
Posts: 135
As I understand it, prepay letters with discount offers are coming in the near future. Check with Jonathan directly when you speak with him on tuesday.
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