Past Webinars

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.

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.

service agreements

Service Agreements

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.

multi day jons

Multi Day Jobs

Thursday, May 3, 2018

This webinar covers multi day jobs (and billing for multi day jobs) in Smart Service.

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.

Preventative Maintenance and Routing

Preventative Maintenance and Routing

Thursday, March 1, 2018

This webinar covers preventative maintenance and routing in Smart Service. Use these tips to help your company increase revenue and reduce waste.

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 estimates and reporting

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.

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 99 (Time Tracking)

Update 99 (Time Tracking)

Thursday, August 17, 2017

Update 99 overhauls and improves time tracking in both Smart Service and iFleet. Watch the webinar to learn about the new system.

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.