Marketing Referrals

Marketing Referrals
I have been asked, how does a new job get tied to the correct SMR?  The answer is by the referral source on the Contact Information tab of the FNOL.  In the upper right hand corner, there is the Referral Name box.  Enter the contact name(not Business) in the Referral Name box and this will tie ...

WCO Helpful hints

WCO Helpful hints
The beauty of hosting a blog is that I can post when it is necessary and even bring in “guest bloggers” when they can say it better than I!  Such is the case today.  Andrea Necci, a Franchise Business Consultant from Servpro of The Fingerlakes, has put together the following regarding cancelling jobs in WorkCenter. ...