What is a good workflow for using ServiceMonster?

Video Index

  • 0:00 – 0:18 – Introduction
  • 0:19 – 0:34 – Create New Order
  • 0:35 – 1:39 – Account Lookup
  • 1:40 – 1:54 – Add Order Information
  • 1:55 – 2:34 – Schedule Job

There are several different ways to process orders in ServiceMonster. The above video shows a quick way to create an order, associate an account with the order and schedule the job.

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