Drive Success – Use custom fields to monitor key data points

Want to make more data-driven decisions in 2024?

Use ServiceM8’s custom fields option to start tracking the information that might make a difference to your success.

Management thinker Peter Drucker said it best, “You can’t manage what you can’t measure.” You can’t know if you are successful unless success is defined and tracked.

By measuring performance, you track the information necessary to better understand what must improve to meet your goals.

So start by brainstorming all the things that might influence the success of a job / getting a quote approved.

These factors could include

• Lead source – where did the customer hear about you?
• Did you send a ServiceM8 Proposal or a normal quote, or just an email?
• Are they an existing customer?
• Are they on your mailing list?
• Are they in your facebook group?
• Did the customer get a call from a sales agent?
• Did they get a visit?

So custom fields for these could be as simple as

• on mailing list (yes / no)
• lead source (facebook / email / word of mouth / existing customer)
• proposal sent (yes / no)
• etc

For more information on custom fields, take a look here – https://www.hazelwhicher.co.uk/product/custom-fields-setup

For more guidance on how to maximise your efficiency and profitablity with ServiceM8, book a training and strategy session with me: