Thursday, August 6, 2020
This webinar covers all the great new features added to Smart Service in Update 107, including improved control over re-sending jobs to iFleet, better payment options for batch invoices, a critical Access Runtime upgrade, and a whole new way to contact the Smart Service support team.
Thursday, July 9, 2020
Our training experts tackle reporting in Smart Service, reviewing the types of reports available and how to run them.
Thursday, June 4, 2020
This webinar takes a deep dive into all things equipment in Smart Service and iFleet. Learn how to track, manage, and update customer equipment records.
Smart Service Tips and Tricks
Thursday, April 2, 2020
This webinar covers an assortment of Smart Service topics, including:
- Prospects vs. Customers
- Texting Customers
- Using the Lookup Tool
- Renaming and Reparenting Records
- Switching Jobs to Locations
- Address Certification
Smart Service Integrations
Thursday, March 5, 2020
This webinar covers key Smart Service integrations, including QuickBooks, Dropbox, and Google Calendar.
Preventative Maintenance and Routing
Thursday, January 9, 2020
The first webinar of 2020 covers preventative maintenance and routing, two key components of recurring work.
Thursday, December 5, 2019
This webinar reviews the new features added to Smart Service in Update 105.
Thursday, October 10, 2019
This webinar shines a light on some underused Smart Service features, including:
- Making Backups
- Google Calendar Integration
- Dropbox Integration
- Equipment Photos
- Importing Documents with iFleet
- Copy Data Utility
- Contact Search Filters
- Create Customer from Job Search
Thursday, September 5, 2019
Learn how to schedule, manage, and bill for multi-day jobs in Smart Service.
Thursday, July 11, 2019
This webinar covers time tracking in Smart Service for billing, costing, payroll, and review.
Thursday, June 6, 2019
This webinar takes a look at some tips and tricks for staying organized in Smart Service. Here are the topics covered, in order:
Routes and Batch Invoices
Thursday, April 4, 2019
This webinar takes a look at routes and batch invoices in Smart Service, covering the workflow for companies that focus on recurring business.
Thursday, March 7, 2019
This webinar takes a look at job costing in Smart Service. For more info and supporting materials on this subject, reference the resources below:
Estimates and Sales Process
Thursday, January 3, 2019
In this presentation, we look at estimates and the sales process in Smart Service.
Customer Outreach and End of Year Reporting
Thursday, December 6, 2018
This webinar takes a look at the best customer outreach and correspondence options in Smart Service.
Scheduling and Update 101
Thursday, October 4, 2018
This webinar covers the basic job process while previewing the all new design offered in Smart Service Update 101.
PDF Form Integration
Thursday, September 6, 2018
In the field service business, you use forms on a daily basis. Fortunately, Smart Service offers complete custom form integration! If you need to brush up on this feature, check out this webinar. In it, our experts review the process of creating a form and setting up that form for use in iFleet.
Tips and Tricks
Thursday, July 12, 2018
The Smart Service July 2018 training webinar covers some general tips and tricks in Smart Service. The topics covered include: “get” options, user-defined fields, contact search, route vs. department views, resend triggers, and timestamping in iFleet.
Thursday, June 7, 2018
Our software experts cover service agreements, using both the built-in tools in Smart Service and those that come with the premium Service Agreement module.
Smart Service Update 100
Thursday, February 1, 2018
This webinar covers the biggest changes made to Smart Service in Update 100, including defaults for posting to QuickBooks, inactive equipment, and Dropbox photos in iFleet service history.
Estimates and Reporting
Thursday, January 4, 2018
This webinar covers all things related to estimates, including prospects, Smart Service estimates, iFleet estimates, importing QuickBooks estimates, and reporting.
Thursday, May 4, 2017
Smart Service update 98 adds a ton of great new content to Smart Service and iFleet, including email address searches, the view estimates shortcut, and custom work orders in iFleet.
Thursday, January 19, 2016
Smart Service Update 97 adds a plethora of new features to Smart Service and iFleet, including seasonal recurrence patterns, pausing jobs, USPS address certification, and more.