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 in to 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, August 1, 2019
This webinar reviews the new features added to Smart Service in Update 104.
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:
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.
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.
Estimates and Sales Process
Thursday, January 3, 2019
In this presentation, we look at estimates and the sales process 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.
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.
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.
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.