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, September 5, 2019
Learn how to schedule, manage, and bill for multi-day jobs in Smart Service.
Thursday, August 1, 2019
This webinar reviews the new features added to Smart Service in Update 104.
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:
Thursday, May 2, 2019
Our team reviews the new payment process features added in Smart Service and iFleet in Update 103.
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.
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.
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.
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.
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.
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.
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.