ServicePal Academy

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?

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?