In this tutorial, you will learn how to use the basic functionality behind the Dispatch Board in ServiceCEO. The Dispatch Board is the calendar within ServiceCEO, but it is also the central nervous system of the software. You can start…
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Managing Jobs and Work Orders
In this tutorial, you will learn how to manage jobs and work orders within ServiceCEO. Dispatch Board Tips There are many ways to do a job and to schedule a job. Let’s start with a few tips for the Dispatch…
Sales Opportunity Management
In this tutorial, you will learn how to manage and keep track of sales opportunities. Through the Customer’s Record You can view estimates created for a specific customer by accessing their customer record in the Customers tab. Once inside a…
Posted in Estimates and Sales Management, Training Tutorials
Creating Estimates
In this tutorial,you will learn how to create an estimate. Just like many other parts of ServiceCEO, there are many ways to start creating an estimate. 1) In the Customers Tab Choose the customer record in view mode that you…
Posted in Estimates and Sales Management, Training Tutorials
Scheduling On-Site Sales Calls
In this tutorial, you will learn how to schedule an on-site sales call. An on-site sales call is a visit to a customer’s location where you will create an estimate for potential work. There are a few ways to create…
Posted in Estimates and Sales Management, Training Tutorials
Customer List Report
In this training, you will learn to build a customer list report. We will start in the Reports tab. Let’s get to this customer report by choosing the “Customer List” category. Like all report categories within ServiceCEO, you will instantly…
Building and Using Custom Views
In this tutorial, you will learn to create custom views in the Customers tab of ServiceCEO. Custom views are a great way to narrow down the list of customers you are looking at to only show those that fit the…
Customer, Contact, and Locations Record Keeping
In this tutorial, you will learn how to navigate through a customer’s information, create new customers, and add additional contacts and locations. Customers Tab On the customers tab, you will see a list of customers depending on the view that…
How to Get Support
In this tutorial, you will learn how to get technical support help. Support Business Hours – M-F, 9a.m. – 5p.m. EST If you are running into any issues, you can reach our support team simply using the links provided at the…
Personal Information Settings
In this tutorial, you will start entering basic information about yourself, define personal settings, and change your password.
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