Let's get started.

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

Step #1

Initial Setup

Follow along with these videos to get your initial settings up and running inside ServiceMonster:

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. 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.
View our 24/7 pre-recorded webinar at your own leisure:
If you would like more assistance, sign up for a live webinar:
Click Here to Sign Up

Step #2b

The Basics: Mobile

Watch the following two videos how to use the mobile app in both admin and technician view. The admin view will show you the full power of the app for those with higher security settings.  The technician view will show you what your technicians (if applicable) can do while out in the field.

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