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.
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.
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.
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.
Preventative Maintenance and Routing
Thursday, March 1, 2018
This webinar covers preventative maintenance and routing in Smart Service. Use these tips to help your company increase revenue and reduce waste.
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!
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.