This webinar covers the Basics of setting up your workflow within ServiceMonster.
At the end of the lesson, you will also receive a PDF getting started checklist that you can use to track your progress with getting started using the system.
Agenda
Navigating the system
Setting up and using the schedule
Using the QuickAdd to create accounts, orders, schedule appointments, and send out confirmation email and text messages.
Finish out orders in the system
Set up automatic text reminders for appointments
Language:
English
Who can attend? Anyone with the event link can attend