Let's get started.

Your training will consist of four steps. You can skip ahead to each one below, or keep scrolling to meet your trainers.

Meet your onboarding trainers, Adam and Michael.

Step #1:

Initial Setup

Follow along with this video to get your initial settings up and running inside ServiceMonster.

Still need help? 

We offer pre-scheduled 30-minute live help sessions.

Step #2:

The Basics

Now that you’ve completed your initial setup, it’s time to register for your ServiceMonster 101 live webinar training. This introductory webinar with one of our trainers will show you everything you need to know about using the basic functionality of ServiceMonster.

Step #3:

Sales & Marketing

At this point, you should be comfortable with the basic functions of ServiceMonster. Now it’s time for the fun stuff! Here, you will sign up for two separate training webinars, one for the sales tools and one for the marketing tools in ServiceMonster.

Sales Training

Lead pipeline

Advanced sales/project management

Activity tracking

Marketing Training

Drip (automated) marketing

Template creation

Create custom account fields to track

Step #4:

Have Questions?

After completing all of your training, it’s normal to still have a few lingering questions. Feel free to schedule a 15 to 30 minute Q&A call with one of our trainers at the link below!

This option is only available to those who have completed all previous training steps.

None of the listed times work?
Request a different time slot here: