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Register for the next SMART SERVICE™ DESKTOP Webinar!

To help our customers get the most out of their software experience, we offer regular webinars to review key SMART SERVICE™ DESKTOP features and enhancements. On this page, you can sign up for our next webinar or view our webinar archives.
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Past
Webinars

June 6, 2024

Version 121 Enhancements

This month, we’ll take a look at the latest features added in Smart Service version 121!

SMART SERVICE™ DESKTOP past webinars

June 6, 2024

Version 121 Enhancements

This month, we’ll take a look at the latest features added in Smart Service version 121!

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May 9, 2024

Managing Assets

This month, we’ll take a look at how you can use the Assets feature to track and manage your company’s tools and equipment.

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March 7, 2024

Job Items & Pricing

This month, we’ll take a look at different tools Smart Service has for calculating pricing for your jobs.

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December 7, 2023

Office Management

Smart Service has many tools for managing your field employees’ responsibilities. Learn how to manage office tasks.

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November 2, 2023

Version 119 Enhancements

This month’s webinar will cover all of the latest and greatest features coming out in version 119!

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October 5, 2023

Overlooked Features

We’ll look at some Smart Service features which are often overlooked.

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September 7, 2023

Equipment Management

In this month’s webinar, we’ll look at how to track and manage your customers’ equipment in Smart Service and iFleet.

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August 3, 2023

Update 118

Starting in Version 118, you can now make changes to QuickBooks invoice records directly from Smart Service!

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June 1, 2023

Reporting

This month’s webinar will cover the reporting tools built into Smart Service. Learn how to build and run reports.

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May 4, 2023

Integrating QuickBooks Advanced Inventory

Cover the robust integration with QuickBooks Desktop’s Advanced Inventory features, inventory by site, and more.

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April 6, 2023

Version 117 Enhancements

Smart Service Update 117 brings new content including a 64-Bit upgrade, enhanced audit logging, and more!

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March 2, 2023

Tips and Tricks 2023

This month’s webinar will cover all of the features available on Smart Service’s Scheduler. Also, some tips and tricks so you and your team can fully utilize what Smart Service can offer!

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February 2, 2023

Using iFleet

Do your technicians use iFleet? I bet they do! But how much do you know about how iFleet works?

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January 12, 2023

Version 116 Enhancements – Automated Billing

Automated payment processing, service agreements, and other contract management features introduced.

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December 1, 2022

All About Installs

Review popular workflows Smart Service users follow to track installation progress, including multi-day projects.

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November 3, 2022

Update 115

November webinar covering the latest and greatest features available in update 115.

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October 6, 2022

Features You May Have Missed!

In this webinar, Nuwriy will discuss some tips and tricks every Smart Service user can take advantage of!

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September 1, 2022

Time Tracking

This webinar covers time tracking from setup, through billing, costing, and payroll using Smart Service and iFleet.

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August 4, 2022

Update 114

August’s webinar will cover the latest and greatest features in version 114!

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July 7, 2022

Item List Integration and Inventory Management

For July’s webinar, the Smart Service team will discuss our integration with the QuickBooks item list.

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June 2, 2022

Preventive Maintenance & Routing

This webinar covers preventive maintenance and routing, two key components of recurring work in Smart Service.

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May 5, 2022

Sales Pipeline

The May 2022 webinar will discuss how to create a sales pipeline for your leads and estimates using Smart Service and iFleet.

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April 7, 2022

Version 113 Release Preview

Get a preview of the upcoming Smart Service 113 update by watching this week’s webinar.

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March 4, 2022

Common Mistakes

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.

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February 3, 2022

What You Missed in 2021

This webinar provides a handy overview of the biggest features added to Smart Service and iFleet in 2021.

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January 6, 2022

PDF Integration

January’s webinar covered one of the most powerful features in Smart Service: PDF Integration!

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December 2, 2021

Smart Service Update 112 Preview

Get a preview of the upcoming Smart Service 112 update by watching this week’s webinar.

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November 4, 2021

Invoicing Features

Smart Service makes it easy to take full control of your invoicing process. Join our trainers as they go over how to create invoices, batch invoices together, end-of-job features, and more.

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October 7, 2021

Inventory and Purchase Order Management

Keeping track of inventory and purchase orders is a critical task that ensures field service businesses operate at peak efficiency.

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September 2, 2021

Smart Service Update 111

In our latest update, Smart Service 111, we’ve rolled out some amazing new features!

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August 5, 2021

Smart Service Settings

Using the setting menu, you can squeeze the most performance out of Smart Service by optimizing your settings according to how your company does business!

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July 1, 2021

Long-term Project Planning

From scheduling to managing timestamps, our experts will walk you through everything you need to know when planning your long-term projects with Smart Service.

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June 3, 2021

Smart Service Update 110

Smart Service Update 110 adds some great new features to the software, including a long-awaited addition: spell check!

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May 6, 2021

Customer Outreach

Smart Service gives users a ton of great tools to organize and communicate with customers, including email job reminders, text messaging, mail merges, and more.

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April 1, 2021

Multi-Day Jobs

Whether it’s a diagnose/repair service, extended installation, or recurring maintenance, almost every field service business does some form of multi-day job. Find out how to best manage each of these.

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March 4, 2021

Smart Service Update 109

Our trainers provide a comprehensive tour of the new features added to Smart Service in Update 109, including the optional ability to prevent jobs from going to QuickBooks.

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February 4, 2021

2020 Features You May Have Missed

This webinar provides a handy overview of the biggest features added to Smart Service and iFleet in 2020.

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January 21, 2021

Eliminate Your Accounts Receivable

Learn how to eliminate your accounts receivable with the built-in payment processing tools in Smart Service and iFleet.

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December 3, 2020

Generating Estimates

Learn how to generate estimates in the office and field with Smart Service and iFleet.

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November 5, 2020

Update 108

Discover the new features unleashed in Smart Service 108, including the game-changing ability to create new jobs and customers in the field with iFleet.

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October 1, 2020

Smart Routes

Smart Routes, a premium routing module in Smart Service, is the focus of this webinar.

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September 3, 2020

Service Agreements

Covers the ways Smart Service can handle service agreements, including premium module integration.

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August 6, 2020

Update 107

This webinar covers all the great new features added to Smart Service in Update 107.

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July 9, 2020

Equipment

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.

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July 9, 2020

Reporting

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

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May 7, 2020

Update 106

In this webinar, our senior trainer gives a guided tour of the new features added to Smart Service and iFleet in Update 106.

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April 2, 2020

Smart Service Tips and Tricks

This webinar covers an assortment of Smart Service topics.

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March 5, 2020

Smart Service Integrations

This webinar covers key Smart Service integrations, including QuickBooks, Dropbox, and Google Calendar.

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February 6, 2020

2019 Features You May Have Missed

This webinar reviews some of the best new features of 2019, as well as some other overlooked Smart Service content.

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January 9, 2020

Preventative Maintenance and Routing

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

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December 5, 2019

Update 105

This webinar reviews the new features added to Smart Service in Update 105.

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October 10, 2019

Overlooked Features

This webinar shines a light on some underused Smart Service features.

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August 1, 2019

Update 104

This webinar reviews the new features added to Smart Service in Update 104.

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July 11, 2019

Time Tracking

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

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June 6, 2019

Staying Organized

This webinar takes a look at some tips and tricks for staying organized in Smart Service.

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May 2, 2019

Payment Processing

Our team reviews the new payment process features added in Smart Service and iFleet in Update 103.

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April 4, 2019

Routes and Batch Invoices

This webinar takes a look at routes and batch invoices in Smart Service, covering the workflow for companies that focus on recurring business.

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March 7, 2019

Job Costing

This webinar takes a look at job costing in Smart Service.

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February 7, 2019

Update 102: Text Messaging

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.

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November 1, 2018

Common Mistakes and How to Avoid Them

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.

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October 4, 2018

Scheduling and Update 101

This webinar covers the basic job process while previewing the all new design offered in Smart Service Update 101.

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September 6, 2018

PDF Form Integration

In the field service business, you use forms on a daily basis. Fortunately, Smart Service offers complete custom form integration!

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August 2, 2018

Scheduling Tips

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.

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July 12, 2018

Effective Reporting

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.

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July 12, 2018

Tips & Tricks 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.

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February 1, 2018

Smart Service Update 100

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.

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May 4, 2017

Update 98

Features introduced in Smart Service Update 98, including email address searches, view estimates shortcut, and custom work orders.

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December 1, 2016

2016 Enhancements

This webinar covers the biggest and best updates made to Smart Service in 2016.

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January 19, 2016

Update 97

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.

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