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Learn all of my tips & strategies to go from messy client list to streamlined organisation with no stress and great results, FAST!
Does this sound familiar?
- Are you muddling through the daily mountain of requests from lettings agents, just trying to scramble your team to get the work done, but never managing to provide updates?
- Are you getting hounded by property managers with the same questions – “Have you done the work? How much did it cost? Do you have to go back?”
- Are you struggling to keep track of the follow-up work?
- Are you missing opportunities for regular and repeat work?
- Are you having to create invoices by hand or directly in xero because the letting agent wants everything to be C/O the Landlord & you haven’t got the time to work out how to make ServiceM8 do that?
In this course, I’ll cover:
- How to set up your letting agents and properties in a structured way.
- How to make sure you never miss an annual / repeat service for all properties you cover.
- How to stop the incessant requests for updates from property managers.
- How to save time when adding information from work orders.
- How to meet letting agent requirements to show ‘Landlord C/O Letting Agent’ on your invoices
- How to set up your quotes, invoices and forms to show the right contact, property and billing information in the right places every time.
Here’s the feedback from course students…
What did you like most about the training?
The videos showing exactly how to navigate each area. Very clear.
What was your biggest takeaway or a-ha?
Just the overall way of organising letting agents/landlords.
What would you say to someone considering buying this course?
Go for it. Very good value.
What did you like most about the training?
Good explanation of the steps and tips with good pictures.
What was your biggest takeaway or a-ha?
Best way to organise site/ client names and details.
What would you say to someone considering buying this course?
It’s a good course if you are new to sites and working with letting agents. If you have been using it for a few years then you will learn some additional tips but not as much.
What did you like most about the training?
I like the in-depth understanding of what different fields do, I had been doing work arounds when I could have been doing the right thing from the get go.
What was your biggest takeaway or a-ha?
The ‘property owner’ bit, i’ve never even tried to figure out what that was for or how it worked!
What would you say to someone considering buying this course?
A greater understanding of how ServiceM8 can better improve how you deal with clients and their sites will save a great deal of time and hassle, the course is definitley worth the money.
Here’s what others have said about working with me and my teaching style generally…
Hazel has a great understanding of not only ServiceM8 but also of what we were looking to achieve from Service M8
The benefits ServiceM8 has brought to my business is quick and efficient service - such as booking in works and invoicing, perfect for a company that has engineers.
Working with Hazel is amazing, she is always willing to help and go that extra mile for people. Humble and a very nice individual to work with.
Hazel, you have helped me over the years by streamlining and improving efficiency of our systems, through Servicem8, knowing what is it that we go through as a company on a daily basis! I can never thank you enough, you are our first and only port of call when any issue or challenge arise, thank you thank you thank you!!!
Amazing customer service. Always ready to help and answer queries instantly. A pleasure to deal with and she REALLY knows her stuff!
I’ve never had such knowledgeable back up assistance and Hazel teaches you, patiently and thoroughly throughout. Love ServiceM8 and love Hazel!
Hazel has provided first class training, support and innovative and creative ideas to move our company forward. I cannot emphasise enough how grateful we are to have met Hazel.
Hazel has helped us with many aspects of our business including systemisation of work orders, credit control and email marketing strategies all through the use of ServiceM8. Take my word for it – your company will benefit from her knowledge.
Hazel delivered in house training to our staff and they now feel so much more confident in their use of servicem8 and how it integrates with so many other platforms. Thanks so much Hazel!
Ready to Organise ServiceM8 to Easily Work With Letting Agents?
£47
The All-Important Details
What? This is a short course delivered via teachable. You’ll get worksheets, a graded quiz, plenty of use cases and video content to walk you through the process.
How Much? £47.
Why? Assuming your hourly rate is £50, this course only has to save you an hour before paying for itself!
The companies I’ve implemented this approach with report a significant reduction in phone calls from their property managers, easier invoicing, and better communication all round.
Who will this work for? ServiceM8 users who work with customers who have multiple properties – so any trade or field service business who works for letting agents, landlords, restaurant chains etc. You’ll need to be using and comfortable with ServiceM8.
FAQ
Will it be a course I can go back to and re-watch?
Absolutely!
You’ll be able to log in and work through the course whenever you like.
I've got more questions...
Just shoot me an email at hazel@hazelwhicher.co.uk and I’ll answer them!
What if I don’t learn anything new?
I won’t punish you for being awesome! If you feel like you didn’t learn anything new or useful for your business, let me know in 7 days from purchase and I’ll happily refund you.
Ready to Organise ServiceM8 to Easily Work With Letting Agents?
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