Have a question? Enter a search term. Or give us a call at 1-888-518-0818
Hello and welcome to Smart Service Cloud! This guide covers all aspects of our 1-on-1 training class program in the order in which they are covered during the classes. We made this guide for self-starters who would like more information on how the program works.
This guide will cover our most popular options, as well as the necessary tools you need to succeed However, there’s more to Smart Service Cloud and your business might take advantage of features not specifically mentioned here. Each of the following sections will contain links to the features discussed.
During a class, we show this information to you and discuss it, but we made sure you won’t miss out on anything by including it all here!
Before you get started with Smart Service Cloud in earnest, you need to get your settings in order. If you’re using QuickBooks Online, you’ll need to integrate your data to pull in your customers, items, and other things. So, let's get it all set up.
Creating your company is a critical and important step to get done first. This is where you enter company contact information, customize your work order’s appearance, and set up ‘defaults’ which will make your usage of Smart Service Cloud easier. Click here to start creating your company.
You can skip this step if you don’t use QuickBooks Online. The purpose of integrating is to import your customers, products and services, and other lists. Check out this article to see how to integrate your QuickBooks Online account. Learn how to integrate QuickBooks Online here.
You can set up individual profiles and assign permissions via the employees section under the human resources center. Start creating user profiles here.
This step is optional, but if you would like to change from the default light mode to dark, change the colors used in the program, or change the display density,you can learn how to customize your display here.
Now that everything is set up and ready to go, let’s cover your daily usage of Smart Service Cloud and the critical features every user should be familiar with. The sections below detail how to navigate and use the program.
Whether you import your customers from QuickBooks Online or you’re starting from scratch, learning how to use the customer center is essential. Here you can learn how to search for existing customers and create new ones. Tour the customer center.
The Dispatch Board is another essential section and the main feature of Smart Service Cloud. You can learn how to schedule your customers here.
Now it’s time to choose a workflow that matches your business needs. This guide will walk you through our recommended process for each type of service. Pick a process for your needs now.
Smart Service Cloud is designed to make searching, sorting, and filtering easy. Read this guide to learn how to use these features and how to navigate efficiently. Learn how to find what you are looking for.