ServicePal Academy

The basics 1

• Adding your company logo on forms

FAQ 2

• I forgot my password, now what?
• Are electronic signatures legally binding?

Jobs 3

• Adding a job
• How to view service history
• Adding a form to a job

iPad FAQ 6

• How often does the app sync information?
• I have an Internet connection issue
• What languages are supported?
• How to enable automatic updates for iOS Apps
• How to print over a wireless network with AirPrint

View all 6

Invoicing & Payments 5

• How do I make an invoice?
• Giving a discount on estimates and invoices
• How to print an invoice from the iPad
• How to save photos to the camera roll
• How to email or print a receipt for a card payment

Jobs 7

• Adding a job
• Can I see who added or updated a job?
• How do I copy a job?
• Export jobs to Excel file
• Editing a form

View all 7

Calendar 2

• How to use the calendar feed
• Service Area scheduling

Customers 6

• Adding a customer
• Import customers from Excel file
• Export customers to Excel file
• Merging customers
• Viewing customer photos

View all 6

Text Messaging (SMS) 5

• Getting started with Text Messaging
• Sending text messages to technicians
• Sending text messages to customers
• Templates for text messages
• Opting out of text messaging

Items and your price book 7

• Adding an item
• Import items from Excel file
• Export items to Excel file
• Adjusting sales prices
• How to configure my price labels

View all 7

Service agreements 2

• Adding service agreement
• How many customers have service agreements?

Equipment 0

Account Settings 4

• How do I setup job status choices?
• How do I setup Email
• How do I handle sales tax?
• How do I change the job number sequence?

Form Designer 2

• Using calculations in forms
• How do I copy a form?

Bringing in your team 2

• Adding a user
• Undertanding user roles

Subscription 1

• How do I cancel my subscription?

QuickBooks 4

• ServicePal for QuickBooks
• How to export customers from QuickBooks Desktop
• How to import Products/Services from QuickBooks Online
• How to import customers from QuickBooks Online

Other Integrations 5

• Google Business profile
• Google Maps
• Apple Calendar (macOS)
• Google Calendar
• Outlook.com

Companion 0