it’s go time! - real green systems · 2019. 12. 23. · it’s not magic, but utilizing google...

It’s go time!ACCESSIBLE ANYTIME, ANYWHERE ON ANY DEVICE.

Contact us at:

[email protected]

Service ASSISTANT ®

RealGreen.com

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Welcome to Real Green Systems, creators of Service Assistant®, the most comprehensive software suite in the service industry – designed to grow and manage your business. We have been providing easy-to-use, cross-functional business management and marketing tools since 1984!

Our innovative products have made us the leading software developers for service industries throughout North America. We help both large corporations and small companies grow with our turnkey solutions. The Real Green Systems team is continually improving and expanding our software and service offerings to provide you with tomorrow’s technology and marketing solutions – today.

Helping Companies Grow Since 1984

Real Green Systems

Providing mobile business

software and marketing

solutions to manage and grow

profitability, since 1984.

Your Real Green Systems experience, will benefit from attending several networking and educational events throughout the year. Hundreds of companies join us each year at our annual conference Solutions – to network with other service industry professionals and meet one-on-one with our software technicians, business consultants, marketing professionals, and print experts. Attendees take full advantage of an extensive curriculum of software, business operation, human resource, personal development, leadership and marketing training classes during Solutions.

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Contents

Training and Support

What is Service Assistant 5?

How Can Service Assistant 5 Help Your Company?

Document Management

Built-In Contact Management

App Navigation

Toolbox Technology

Intuitive Installment Entry

Customer Entry Wizard

Scheduling and Schedule Filters

Integrated Functionality Details

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Training and Support to fit your staff Individualized training

Toll-free support line

Online support and update downloads

YouTube video tutorials

Online training platform with testing and validation

Training and Support

“After looking at all the programs out there,

Service Assistant was the most thought-out and capable system.

” – Kyle Owens Florida’s Finest Pest Control

You always have access to one of the largest

U.S. based support staffs in the industry!


WALLED LAKE, MICHIGAN

Service Assistant® 5 is easy to use. Your team will hit the ground running with individualized training. There are also a wealth of built in wizards and editing menus with easy to use workflows to increase productivity.


Your Business on your time

• Mobile CRM• Built-In Accountability• Customer History • Detailed Call Log• Automated Marketing• Personal Online Training• Process Invoices and Payments • Robust Reporting and Data• Routing and Scheduling Mapping • Technical Support • Measuring and Estimating• Integrated with:

Let your data come to you.Compatible with:

PC’s, Android and Apple Devices!



You’ll profit from our difference.


What is Service Assistant 5?Service Assistant is the foundation to any successful service-based business. It is accessible from your home, vehicle or office with seamless 24/7 access. It works on any platform – from Apple to Windows. The software not only automates daily operations, but also assists with your marketing campaigns! Service Assistant is the completely scalable software solution to grow and manage your business!

Benefits• Increased customer satisfaction and customer retention• Increased job satisfaction and employee retention• Increased time savings/reduce employee training time• Increased accuracy with: -Google postal qualification API to pre-populate fields while setting up new accounts -Built-in wizards, pop-ups and in-line editing menus• Decreased redundancies• Increased accountability with unserviced and unresolved call reporting• Bottom line increase in profitability• Decreased cost per sale



Features• Remote access on any mobile device or desktop• Detailed customer information• Schedule unlimited programs and services • Full permanent account histories• Detailed contact log (tracks all communications)• Customized note fields• User-defined call aheads • Detailed property inventory (grass type,

common pests, etc.)• Specific service hold and cancel reasons• Customer flag codes• Account balance information• Enhanced search engine • Easy customer entry using Google APIs • Automatic software updates without service interruptions

How can Service Assistant 5 help your company ?The key is in the full integration of our technology solutions. Everything talks and syncs with everything else, seamlessly – eliminating double entries.

Service Assistant is the data hub that goes where your staff goes. It’s completely mobile, right down to how information is viewed, accessed and edited – using the latest screen maximization technologies. If you can navigate a website or mobile app, you can use Service Assistant.




Document Management in Service Assistant links all communications with the appropriate customer. It archives documents giving you added security. All documentation is trackable and easily retrieved. Scan paper documents and link to appropriate account – saving on paper storage. Link any product, photo or landscape design too.

Load correspondence you send on a regular basis into Master Documents. With just a few clicks, create a customized mail-merge document. Link it to the applicable customer account and you are ready to print or send an email.

Document Manager and Master Documents make it easy to

complete WDI/WDO or state regulatory forms.



Customer service is the foundation of any successful service industry business. The key to great customer service is account data. Service Assistant offers a user-friendly, detail-oriented contact management system known as the Contact Manager. It stores entire customer histories in an easy to read mobile-friendly format, keeping you current on prior contacts with each of your valued customers. Now everyone in your company can provide personalized and informed customer service.

Built-In Contact ManagementSales • Collections • Customer Service




Complete tasks quickly using screen maximization technology, which keeps screens easy to navigate. While minimizing clutter, this same technology enriches the user experience and maximizes efficiencies. Navigation Points provide you with the required information and helps “nudge notations” for task completion on a single screen, rather than having to open multiple screens and waste valuable time toggling. These features help reduce new employee onboarding, training time and increase overall efficiencies.

Navigation Points


Window Shades Allows users to access critical information quickly, without disturbing current work.

AccordionsSaves space and allows quick access to expanded details.



HoveringDisplays additional useful information without cluttering the screen.

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Every professional has a critical set of tools to get their job done fast. Service Assistant 5’s customer support task toolbox is simple to identify and use. It’s always on the left side of your screen and in the top navigation bar. Whether viewing from a desktop, laptop or mobile device, the tools you need are always easily accessible.

Toolbox Technology

Recent Customers

View Help for this Page

Clear Sticky Settings for this Page

New Call Log Entry

New Note

Text Message

Unresolved Calls

Unresolved CallsNew Call Log Entry

Keyboard Shortcuts

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Convenient dashboard customer-focused functionality allows you to:

• See number of new and unresolved calls in call log• Access call log customer info• Send inter-office communication through email • View recently contacted customers• View new customer notations



Installments can be time consuming and detailed. Service Assistant 5 has eliminated the repetition and greatly reduced the chance for human error. Setup auto-calculated installment schedules in three simple steps. Save time while reducing errors and redundancies.

Intuitive Installment Entry - Easy as 1-2-3-DONE!


It’s not magic, but utilizing Google API for customer entry certainly seems like it! Customer entry is extremely fast, as Google intelligently returns the customer’s postal standardized address information to Service Assistant’s form. This means fewer keystrokes, greatly reducing the chance for typos and incorrect customer information.

Customer Entry Wizard

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It’s not magic, but utilizing Google API for customer entry certainly seems like it! Customer entry is extremely fast, as Google intelligently returns the customer’s postal standardized address information to Service Assistant’s form. This means fewer keystrokes, greatly reducing the chance for typos and incorrect customer information.

Customer Entry WizardService ASSISTANT ®



Service Assistant 5 and American Profit Recovery (APR) are integrated to help improve the cash flow of your business. Chasing an overdue account is a thing of the past with this powerful solution to debt collection. That’s why a number of companies in the green industry trust their accounts with APR.

With the SA5 integration enjoy the ease of, • A direct link to send accounts to APR• No additional software needed• Easily manage and maintain APR account records from

your customer’s SA5 record• Automatic syncs with APR each night to update

accounts• Sending images of unpaid invoices to APR for

use in resolving disputes

APR’s proven results save your company time, help decrease account delinquency, and preserve the relationship with your customers. When you team Service Assistant 5 with American Profit Recovery, you’ll have more time to focus on growing the business, while improving cash flow.

Service Assistant® and American Profit Recovery Integration


You’ll profit from our difference.



Provide your route technicians a correct schedule of service addresses with Service Assistant. Multiple view and format fi lter options allow you to customize the screen for maximum effi ciencies, expediting this critical daily task.

Reduce the time and cost of acquiring new customers with accurate online estimates in seconds. Measurement Assistant integrates with Service Assistant 5, allowing you to capture property images, create estimate letters and emails and either send or save them in Document Manager for future use on marketing communications.

Scheduler and Schedule Filters

Measurement Assistant


Provide your route technicians a correct schedule of service addresses with Service Assistant. Multiple view and format filter options allow you to customize the screen for maximum efficiencies, expediting this critical daily task.

Reduce the time and cost of acquiring new customers with accurate online estimates in seconds. Measurement Assistant integrates with Service Assistant 5, allowing you to capture property images, create estimate letters and emails and either send or save them in Document Manager for future use on marketing communications.

Scheduler and Schedule Filters

Measurement Assistant


This app syncs in real-time with Service Assistant®, allowing you the advantages of remote vehicle deployment, real-time routing and reporting updates, live vehicle tracking and voice-to-text note entry. Offer same-day service with real-time service dispatching. Work order capability helps you manage jobs requiring products and property conditions. Mobile Live is fully integrated to monitor service/bait stations. Generate in-field estimates complete with photos, and accept secure payments.

Your office is open 24/7 with CAW! Customers will appreciate the accessibility of your mobile-compatible site and the security of online payments and service orders. You’ll enjoy easy upsell offers and a decrease in receivables with the auto-pay feature. CAW is PCI compliant and safe to use.

Send timely auto-executed communications based on daily operations in the office from CAW – all without lifting a finger. Increase canceled customer win-backs by up to 15%. Current Automated Marketing Assistant®, users report increase in upsells, auto-pay enrollments, estimate approvals and referrals. Now you can send customized newsletters and other communications too!

Maximize your service fleet with efficient scheduling and routing functionality. This easy to use lasso functionality helps optimize routes, allowing you to eliminate unnecessary stops to tighten routes and achieve maximum efficiencies.

Current users save millions of miles and dollars using Routing Assistant®.

Routing Assistant®

Mobile Live®

Customer Assistant®Websites

Automated Marketing Assistant®

xFor a complete listing of all digital and print marketing available from Real Green, visit:

RealGreen.com

Command Center™

Our web-based Command Center is an interactive all-in-one marketing dashboard that integrates with Real Green Systems products. With the Command Center, we’ve developed a scalable marketing solution that allows you to set up and track marketing campaigns. This flexibility allows you to send emails (AMA), manage your listings and reputation, listen to phone calls, and much more. Take control of your marketing and bring it to the next level!

Your Customers Can’t Find You Online… and That’s a Problem. That’s where we come in to help. We know the green industry and understand how competitive it is. We offer tools that others don’t. Our digital marketing products integrate with Real Green Systems’ software. Our unique integrations eliminate data entry and make it easier to calculate ROI.

In 2019, more than 160 million searches were done on Google. Be one of those that stand out and be seen! Allow us to help your business grow. Connect with

a digital marketing representative and learn how to get started today!With more than 4 billion people actively searching the internet, our number one goal is to capture your audience and turn them into leads. Real Green’s digital marketing uses its extensive knowledge and tools to solve businesses’ biggest challenge: visibility. We offer a variety of options to fit your needs and budget. Here are just a few of the services we offer:

4Listings and reputation management 4Website creation and development 4Content strategy, creation and blogging 4Search engine optimization (SEO) 4Paid ads and social media 4Web hosting, and much more!

It’s go time!ACCESSIBLE ANYTIME, ANYWHERE ON ANY DEVICE.Service ASSISTANT ®

Contact us at:

800.422.7478 Opt. [email protected]

4375 Pineview DriveWalled Lake, MI 48390

RealGreen.com

Marketing Integration, Direct Mail and List Services

Contact, Customer and Document Management

Mobile Apps including Mapping, Scheduling, Routing

U.S. Based Training and Support

Complete Digital and Print Marketing Services

In-House Printing and Direct Mail Processing

#1 Software for the Service Industry

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The scheduler allows users to easily and quickly schedule services to the correct Route Tech and date.