Register for the next Smart Service webinar!
To help our customers get the most out of their software experience, we offer regular webinars to review key Smart Service features and enhancements. On this page you can sign up for our next webinar or view our webinar archives.
Job Costing
Thursday, March 7, 2019 | 2 PM EST Coming Soon
Our March 2019 webinar will cover job costing. We’ll go over material costs, payroll, and other expenses in QuickBooks and Smart Service with the goal of showing you how to use the software to track the profitability of each job your company schedules.
Past Webinars
Update 102: Text Messaging
Thursday, February 8, 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.
Service Agreements
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.
Multi Day Jobs
Thursday, May 3, 2018
This webinar covers multi day jobs (and billing for multi day jobs) in Smart Service.
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.
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.
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 99 (Time Tracking)
Thursday, August 17, 2017
Update 99 overhauls and improves time tracking in both Smart Service and iFleet. Watch the webinar to learn about the new system.
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.