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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.

Reporting

Thursday, July 9, 2020

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

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 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

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.

Preventative Maintenance and Routing

Thursday, January 9, 2020

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

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.

Time Tracking

Thursday, July 11, 2019

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

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.

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.

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:

• QuickBooks Desktop Job Costing
• QuickBooks Desktop Payroll
• More QuickBooks Desktop Payroll
• QuickBooks Online Job Costing
• QuickBooks & Customer Deposits PDF

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.

Estimates and Sales Process

Thursday, January 3, 2019

In this presentation, we look at estimates and the sales process in Smart Service.

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

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.

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

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.

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.

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

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

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.