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 these videos to get your initial settings up and running inside ServiceMonster:
Optional: If you want to make sure you’re set up correctly, we host weekly live webinars to verify that you have completed the necessary steps and to answer any questions you may have.

Click Here for Schedule

Step #2a

The Basics: Desktop

Learning the basic workflows is one of the most important steps you can take to get more comfortable with ServiceMonster.
Skip to Mobile Training
The next step is to sign up for the desktop training to get you and/or your office staff familiar with handling the more administrative work.

Desktop Training

Learn how to use ServiceMonster in the office.
Set up your work flow and get familiar with the schedule.
Cover basic integrations: QuickBooks, Google Calendar, and more.
Click Here to Sign Up
Request Different Time

Step #2b

The Basics: Mobile

First, we recommend watching the following two videos to learn how to use the mobile app in both admin view and technician view:
Optional: If you need additional help learning the mobile app, you can sign up for more mobile training below.

Mobile Training

Learn how to use ServiceMonster in the field, from the palm of your hand.
Perfect for anyone who is an owner/operator, lead technician, or sales staff.
Learn more about the mobile app here.
Click Here to Sign Up
Request Different Time

Step #3

Sales & Marketing

(Only available for Professional and Enterprise users)

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
Click Here to Sign Up

Marketing Training

Drip (automated) marketing
Template creation
Create custom account fields to track
Click Here to Sign Up
Request Different Time

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.

Click Here to Schedule

Request a different time:

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