Past Webinars
Generating Estimates
Thursday, December 3, 2020
Learn how to generate estimates in the office and field with Smart Service and iFleet.
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.
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.
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.
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.
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.
Smart Service Integrations
Thursday, March 5, 2020
This webinar covers key Smart Service integrations, including QuickBooks, Dropbox, and Google Calendar.
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.
Update 105
Thursday, December 5, 2019
This webinar reviews the new features added to Smart Service in Update 105.
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.
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
Multi-Day Jobs
Thursday, September 5, 2019
Learn how to schedule, manage, and bill for multi-day jobs in Smart Service.
Update 104
Thursday, August 1, 2019
This webinar reviews the new features added to Smart Service in Update 104.
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
Payment Processing
Thursday, May 2, 2019
Our team reviews the new payment process features added in Smart Service and iFleet in Update 103.
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
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.
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.
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.
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 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
Friday, December 1, 2016
This webinar covers the biggest and best updates made to Smart Service in 2016.