Lisa, Wendy and Miles get together with long-time Include client and Asset user, Mark Borst of Borst Landscape & Design. Mark and his team have embraced using iKPI and talks about the lessons learned in the process. Mark shares what specific dashboards he looks at and what the Borst Landscape team is looking forward to adopting in the near future. 

Lisa, Wendy and Miles cover some of the things you need to do and consider to wrap up this year - out with the old. And then the exciting stuff we will talk about some new things to look for and forward to.

The "old": Accounting “chores” , Schedules, Renewals, Tax Only Update, and Job Manager Maintenance

The NEW, and what will help you in the coming year: iEsign, New videos posted to Wistia for Production and Sales, iCommunity Forum, and iKPI and related upcoming podcasts

Lisa, Wendy and Miles talk about the value of communicating with current clients and how the new iCommunity Forums are a great way to get a new perspective from other Asset, iCREWtek and iKPI users.

Listen in on our new initiative called "iCommunity". We started with the podcast and now have forums for our clients to interact with each other on! 

Lisa, Wendy, Miles and Bill talk about the vision for what the forum will look like and the value that it will bring to our clients. 

Lisa, Wendy and Miles talk about a couple ways to upsell unsold work in Asset via Proposal Manager or CX. There are some interesting nuggets to take away and apply to your own business!

Longtime Asset user Bret Achtenhagen comes onto the podcast and chats with Lisa, Wendy and Miles about how Bret Achtenhagen's Seasonal Services implemented Asset and iCREWtek successfully. He gives tactical tips on how to prep and use Asset for snow and how his company uses the software. Other topics covered include: Bret's own radio show, balancing work and family and iCollaborate!

The Include team has br with Nick Jensen, co-owner of Jensen Gardens. Lisa, Wendy and Miles cover how Jensen Gardens utilizes iCREWtek for paperless work order management, Asset use as the company has grown, working with family and more. 

Lisa, Wendy and Miles get together and talk about concrete, actionable ways to look how you are using Asset in your company and what you should look for to improve your company's usage. 

Lisa, Wendy and Miles have Bill come on and talk about how Asset and Include Software came to be, what the future looks like and what he is excited about!