Past Webinars


SMART SERVICE™ DESKTOP: Version 121 Enhancements

Thursday, June 6, 2024


This month, we’ll take a look at the latest features added in Smart Service version 121!

SMART SERVICE™ DESKTOP: Version 121 Enhancements

SMART SERVICE™ DESKTOP: Managing Assets


SMART SERVICE™ DESKTOP: Managing Assets

Thursday, May 9, 2024


This month, we’ll take a look at how you can use the Assets feature to track and manage your company’s tools and equipment.

SMART SERVICE™ DESKTOP: Job Items & Pricing


SMART SERVICE™ DESKTOP: Job Items & Pricing

Thursday, March 7, 2024


This month, we’ll take a look at different tools Smart Service has for calculating pricing for your jobs.

SMART SERVICE™ DESKTOP: Office Management


SMART SERVICE™ DESKTOP: Office Management

Thursday, December 7, 2023


Smart Service has many tools for managing your field employees’ responsibilities. But we also have some great tools that can help your office staff keep track of their own work. In this month’s webinar, we’ll see how you can use Smart Service to manage your office tasks.

SMART SERVICE™ DESKTOP: Version 119 Enhancements


SMART SERVICE™ DESKTOP: Version 119 Enhancements

Thursday, November 2, 2023


This month’s webinar will cover all of the latest and greatest features coming out in version 119!

SMART SERVICE™ DESKTOP: Overlooked Features


SMART SERVICE™ DESKTOP: Overlooked Features

Thursday, October 5, 2023


In this month’s webinar, we’ll look at some Smart Service features which are often overlooked.

September 2023 SMART SERVICE™ DESKTOP Webinar - Equipment Management


SMART SERVICE™ DESKTOP: Equipment Management

Thursday, September 7, 2023


In this month’s webinar, we’ll look at how to track and manage your customers’ equipment in Smart Service and iFleet.

August 2023 SMART SERVICE™ DESKTOP Webinar - Update 118


SMART SERVICE™ DESKTOP: Update 118

Thursday, August 3, 2023


Starting in Version 118, you can now make changes to QuickBooks invoice records directly from Smart Service!

June 2023 SMART SERVICE™ DESKTOP Webinar - Reporting


SMART SERVICE™ DESKTOP: Reporting

Thursday, June 1, 2023


This month’s webinar will cover the reporting tools built into Smart Service, covering how to build and run reports, as well as tips and tricks you may not know to fine-tune your reports.

May 2023 SMART SERVICE™ DESKTOP Webinar - Integrating QuickBooks Advanced Inventory


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!

April 2023 SMART SERVICE™ DESKTOP Webinar - Version 117 Enhancements


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!

March 2023 SMART SERVICE™ DESKTOP Webinar - Scheduling Tips & Tricks


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!

February 2023 SMART SERVICE™ DESKTOP Webinar - Using iFleet


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.

January 2023 SMART SERVICE™ DESKTOP Webinar - Version 116 Enhancements - Automated Billing


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!

December 2022 SMART SERVICE™ DESKTOP Webinar - All About Installs


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.

November 2022 SMART SERVICE™ DESKTOP Webinar - Update 115


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!


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

August 2022 Smart Service Webinar - Update 114


Smart Service Webinar – Time Tracking

Thursday, September 1, 2022


The September 2022 webinar will cover all aspects of time tracking from setup, to iFleet, and through billing, costing, and payroll!

August 2022 Smart Service Webinar - Update 114


Smart Service Webinar – Update 114

Thursday, August 4, 2022


August’s webinar will cover the latest and greatest features in version 114!

July 2022 Smart Service Webinar - Item List Integration & Inventory Management


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.

June 2022 Smart Service Webinar - Preventive Maintenance & Routing


Preventive Maintenance & Routing

Thursday, June 2, 2022


This June 2022 webinar covers preventive maintenance and routing, two key components of recurring work. If you have recurring, routine maintenance, this webinar is for you!

May 2022 Smart Service Webinar - Sales Pipeline


Sales Pipeline

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!

April 2022 Smart Service Webinar - 113 Release Preview


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!

March 2022 Smart Service Webinar - Common Mistakes


Common Mistakes

Thursday, March 4, 2022


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.

February 2022 Smart Service Webinar - What you missed in 2021


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.

January 2022 Smart Service Webinar - PDF Integration


PDF Integration

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.

December 2021 Smart Service Webinar - Update 112 Preview


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.

November 2021 Smart Service Webinar - Invoicing Features


Invoicing 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.

October 2021 Smart Service Webinar - Inventory and Purchase Order Management


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.

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


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


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 into 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.