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.
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.
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.
Advanced sales/project management
Drip (automated) marketing
Create custom account fields to track
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.