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To make learning Smart Service Cloud easier, we’ve created a few guides for the common processes customers like you use every day. While this is no substitute for training class time, these guides will teach you the basics of what you need to know to get started. Your company will likely use a few of these processes depending on the type of work you’re trying to manage with Smart Service Cloud, so take a look!
The process for your standard, one-day service visit. If your customer calls when they need help and you provide it, this process manual is for you! Click here to learn about service calls.
These are service calls where you need to return with a part to resolve the issue or just a service call that might take a few days to complete. Click here to learn about “Diagnose & Repair” services.
Providing a routine service like preventive maintenance? This section is for you! An example of this service would be quarterly air filter changes or annual inspections. Click here to learn about PMs!
With a service agreement, you can set your customer up to pay you on a different frequency than they are serviced. An example of this would be billing a customer monthly for a service they receive quarterly. You can start with Service Agreements here!
Companies using this process are usually shredding, lawn care, or pest control. Are you looking for the best route to service all of your customers? Start here!
If you rent company property to customers, have a look at this process guide. We’ll show you how to manage your rental agreements with customers. Click here to get started with rentals!
Not seeing a good fit for your business? While the processes above are the most common industries and processes we usually see from customers, this page doesn’t cover every possible process. If you need help deciding what’s best for you, give us a call at (888) 518-0818 and we can help you pick!