SMART SERVICE™ DESKTOP: Integrating QuickBooks Advanced Inventory
Thursday, May 4, 2023
May 2023’s webinar will cover our robust integration with QuickBooks Desktop’s Advanced Inventory features. We can read inventory by site, assign default sites to employees, and update inventory counts when parts are used. There’s so much you can do with Smart Service and Advanced Inventory!
SMART SERVICE™ DESKTOP: Version 117 Enhancements
Thursday, April 6, 2023
Smart Service Update 117 brings some great new content to the software, including a 64-Bit upgrade, enhanced audit logging, and more!
SMART SERVICE™ DESKTOP Webinar – Scheduling Tips & Tricks
Thursday, March 2, 2023
This month’s webinar will cover all of the features available on Smart Service’s Scheduler. Not only will we cover the dispatch board in full, but we’re also going to provide some tips and tricks so you and your team can fully utilize what Smart Service can offer!
Smart Service Webinar – Using iFleet
Thursday, February 2, 2023
Do your technicians use iFleet? I bet they do! But how much do you know about how iFleet works? In this month’s webinar, Nuwriy will cover the processes and features that make iFleet an essential tool for field service technicians. We welcome both technicians and office staff alike to learn more about what iFleet brings to the table.
Smart Service Webinar – Version 116 Enhancements – Automated Billing
Thursday, January 12, 2023
Struggling to stay on top of customer payments? If so, Smart Service is here to revolutionize the way you manage customer contracts! This quarter, with version 116, automated payment processing (backed by our merchant service integration and service agreement features) will now be possible; helping businesses close the gap between issuing invoices and receiving payments. If you provide monthly, quarterly, or annual contracts, preventive maintenance, or other recurring services to your customers, then you can’t afford to miss this webinar!
Smart Service Webinar – All About Installs
Thursday, December 1, 2022
This December’s webinar will cover the most popular workflows Smart Service users use to track the progress of installations and other short-term projects! We’ll cover everything from multi-day projects to progress invoicing and job costing.
Smart Service Webinar – Update 115
Thursday, November 3, 2022
The November webinar will cover the latest and greatest features available in update 115.
October 2022 Smart Service Webinar – Features You May Have Missed!
Thursday, October 6, 2022
In this webinar, Nuwriy will discuss some tips and tricks every Smart Service user can take advantage of! We’ll cover some of our best-hidden features and tips to optimize your workflow.
- The Lookup Tool
- Switching Jobs to Locations
- Renaming and Reparenting Records
- The Copy Data Utility
- The Audit Log
- Adding User-Defined Fields and Formatting
- Making Backups
- Smart Service’s Add-ons
Smart Service Webinar – Update 114
Thursday, August 4, 2022
August’s webinar will cover the latest and greatest features in version 114!
Smart Service: Item List Integration & Inventory Management
Thursday, July 7, 2022
For July’s webinar, the Smart Service team will discuss our integration with the QuickBooks item list. We’ll cover purchase orders, the Smart Service Inventory Module, and our integration with the QuickBooks Desktop inventory module.
Thursday, May 5, 2022
The May 2022 webinar will discuss how to create a sales pipeline for your leads and estimates using Smart Service and iFleet. We’ll discuss managing prospects, tracking estimates, taking deposits, and more!
113 Release Preview
Thursday, April 7, 2022
Get a preview of the upcoming Smart Service 113 update by watching this week’s webinar. This webinar will go over all of the amazing new features in the next update for Smart Service including terminology revisions, better handling of overnight work, a faster Sync Names option, and more!
What you missed in 2021
Thursday, February 3, 2022
This webinar provides a handy overview of the biggest features added to Smart Service and iFleet in 2021.
Thursday, January 6, 2022
January’s webinar covered one of the most powerful features in Smart Service: PDF Integration! To help out, we brought in PDF integration expert Taylor Danison to share his expertise on how businesses use fillable PDFs to improve efficiency and boost customer satisfaction.
Smart Service Update 112 Preview
Thursday, December 2, 2021
Get a preview of the upcoming Smart Service 112 update by watching this week’s webinar. This webinar will go over all of the amazing new features in the next update for Smart Service including automated email and text reminders for your customers, an all-new Estimates center, and various enhancements to existing Smart Service features.
Thursday, November 4, 2021
Smart Service makes it easy to take full control of your invoicing process. Join our trainers as they go over how to create invoices, batch invoices together, end-of-job features, and more.
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.
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!
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.
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.
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.
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.
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.
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.
Thursday, October 1, 2020
Our trainers offer a comprehensive tour of Smart Routes, the premium routing module for Smart Service.
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, 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 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
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.
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, November 7, 2019
Discover how the marketing tools built into Smart Service help you create marketing campaigns, send emails to targeted customer lists, and more.
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, 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:
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.
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!
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.