Past Webinars

Inventory and Purchase Order Management

Thursday, October 7, 2021

Keeping track of inventory and purchase orders is a critical task that ensures field service businesses operate at peak efficiency. Our trainers will go over all of the best practices and procedures for managing your companies inventory and purchase orders using Smart Service.

October 2021 Smart Service Webinar - Inventory and Purchase Order Management

September 2021 Smart Service Webinar - Smart Service Settings

Smart Service Update 111

Thursday, September 2, 2021

In our latest update, Smart Service 111, we’ve rolled out some amazing new features! Our trainers will walk you through all of the new features and enhancements available in the new update including an all-new game-changer: creating statements!

August 2021 Smart Service Webinar - Smart Service Settings

Smart Service Settings

Thursday, August 5, 2021

Using the setting menu, you can squeeze the most performance out of Smart Service by optimizing your settings according to how your company does business!

July 2021 Smart Service Webinar - Long-term Project Planning

Long-term Project Planning

Thursday, July 1, 2021

From scheduling to managing timestamps, our experts will walk you through everything you need to know when planning your long-term projects with Smart Service.

June 2021 Smart Service Webinar - Update 110

Smart Service Update 110

Thursday, June 3, 2021

Smart Service Update 110 adds some great new features to the software, including a long-awaited addition: spell check!

May 2021 Smart Service Webinar - Customer Outreach

Customer Outreach

Thursday, May 6, 2021

Smart Service gives users a ton of great tools to organize and communicate with customers, including email job reminders, text messaging, mail merges, and more.

April 2021 Smart Service Webinar - Multi-Day Jobs

Multi-Day Jobs

Thursday, April 1, 2021

Whether it’s a diagnose/repair service, extended installation, or recurring maintenance, almost every field service business does some form of multi-day job. Find out how to best manage each of these.

March 2021 Smart Service Webinar - Update 109

Smart Service Update 109

Thursday, March 4, 2021

Our trainers provide a comprehensive tour of the new features added to Smart Service in Update 109, including the optional ability to prevent jobs from going to QuickBooks.

February 2021 Smart Service Webinar - 2020 Features Review

2020 Features You May Have Missed

Thursday, February 4, 2021

This webinar provides a handy overview of the biggest features added to Smart Service and iFleet in 2020.

January 2021 Smart Service Webinar - Accounts Receivable

Eliminate Your Accounts Receivable

Thursday, January 21, 2021

Learn how to eliminate your accounts receivable with the built-in payment processing tools in Smart Service and iFleet. For more on payment processing (or to sign up), visit our payment processing page.

December 2020 Smart Service Webinar - Generating Estimates

Generating Estimates

Thursday, December 3, 2020

Learn how to generate estimates in the office and field with Smart Service and iFleet.

November 2020 Smart Service Webinar - Update 108

Update 108

Thursday, November 5, 2020

Discover the new features unleashed in Smart Service 108, including the game-changing ability to create new jobs and customers in the field with iFleet.

October 2020 Smart Service Webinar - Smart Routes

Smart Routes

Thursday, October 1, 2020

Our trainers offer a comprehensive tour of Smart Routes, the premium routing module for Smart Service.

September 2020 Smart Service Webinar - Service Agreements

Service Agreements

Thursday, September 3, 2020

Our senior trainer covers the ways Smart Service can handle service agreements, reviewing both the native, built-in tools that come with the software, and those that come with the premium Service Agreement module.

August 2020 Smart Service Webinar - Update 107

Update 107

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.

July 2020 Smart Service Webinar - Reporting


Thursday, July 9, 2020

Our training experts tackle reporting in Smart Service, reviewing the types of reports available and how to run them.

June 2020 Smart Service Webinar - Equipment


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.

May 2020 Smart Service Webinar - Update 106

Update 106

Thursday, May 7, 2020

In this webinar, our senior trainer gives a guided tour of the new features added to Smart Service and iFleet in Update 106.

April 2020 Smart Service Webinar - Tips and Tricks

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

March 2020 Smart Service Webinar - Smart Service Integrations

Smart Service Integrations

Thursday, March 5, 2020

This webinar covers key Smart Service integrations, including QuickBooks, Dropbox, and Google Calendar.

February 2020 Smart Service Webinar - Features You May Have Missed

2019 Features You May Have Missed

Thursday, February 6, 2020

This webinar reviews some of the best new features of 2019, as well as some other overlooked Smart Service content.

January 2020 Smart Service Webinar - Preventative Maintenance and Routing

Preventative Maintenance and Routing

Thursday, January 9, 2020

The first webinar of 2020 covers preventative maintenance and routing, two key components of recurring work.

December 2019 Smart Service Webinar - Update 105

Update 105

Thursday, December 5, 2019

This webinar reviews the new features added to Smart Service in Update 105.

November 2019 Smart Service Webinar - Marketing Tools

Marketing Tools

Thursday, November 7, 2019

Discover how the marketing tools built in to Smart Service help you create marketing campaigns, send emails to targeted customer lists, and more.

October 2019 Smart Service Webinar - Overlooked Features

Overlooked Features

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

August 2019 Smart Service Webinar - Update 104

Update 104

Thursday, August 1, 2019

This webinar reviews the new features added to Smart Service in Update 104.

July 2019 Smart Service Webinar - Time Tracking

Time Tracking

Thursday, July 11, 2019

This webinar covers time tracking in Smart Service for billing, costing, payroll, and review.

June 2019 Smart Service Webinar - Staying Organized

Staying Organized

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:

05:35 – Human Resources
19:58 – Customer Relationship Management
38:31 – Purchase Orders
47:53 – Fixing Mistakes
55:00 – Audit Reporting

May 2019 Smart Service Webinar - Payment Processing

Payment Processing

Thursday, May 2, 2019

Our team reviews the new payment process features added in Smart Service and iFleet in Update 103.

April 2019 Smart Service Webinar - Routes and Batch Invoices

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.

March 2019 Smart Service Webinar - Job Costing

Job Costing

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:

Update 102: Text Messaging

Thursday, February 7, 2019

This webinar gives a complete tour of Smart Service Update 102. Update 102 adds a new slate of customer text messaging features, greatly enhancing your ability to provide job reminders and communicate with customers.

Common Mistakes and How to Avoid Them

Thursday, November 1, 2018

We all make mistakes, but mistakes made in your field service management software can set your business back. Take a look at some common issues and find out how to fix/avoid them.

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.

scheduling tips

Scheduling Tips

Thursday, August 2, 2018

Scheduling is the foundational feature upon which the entire Smart Service system is built. Learn the basics, and how to handle recurring work, work featuring multiple technicians, and much more.

smart service tips and tricks

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.

Effective Reporting

Effective Reporting

Thursday, April 5, 2018

In this webinar, our experts cover reporting in Smart Service. We cover the purpose and functionality of reports, then demonstrate how to set up some of the most requested (and most useful) reports.

Smart Service Update 100

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.

Smart Service tips and tricks

Tips and Tricks

Thursday, December 7, 2017

Discover some amazing Smart Service tips and tricks your company can put to use immediately to start saving time and money. This webinar covers USPS address certification, updating customer names, contact search column customization, and much more!

Update 98

Update 98

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.

Update 97

Update 97

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.

2016 Enhancements

2016 Enhancements

Friday, December 1, 2016

This webinar covers the biggest and best updates made to Smart Service in 2016.