ServiceCEO Training Videos

Do you want to get up and running fast on ServiceCEO Web Edition? These free videos will lead the way. Please note: you need Adobe Flash installed in your browser to watch the videos.

User Training - Recommended for all users

Getting Started with ServiceCEO

• Logging in and basic navigation — Learn how to login and navigate in ServiceCEO Web Edition.
• How to get support — Learn how to contact our support team for assistance.
• Personal Information settings — Learn how to manage your personal information, such as your password, email address and time zone.

Customer Relationship Management

• Customer, Contact, and Location Record Keeping — Learn how to store and keep track of all your customers.
• Building and using Custom Views — Learn how to build Custom Views to search for and narrow down your list of customers based on specific criteria.
• Customer List Report — Learn how to build lists of customers based on defined criteria. Formats include phone lists, email lists, mailing labels and more.

Estimating and Sales Management

• Scheduling On-site Sales Calls — Learn how to schedule a sales appointment.
• Creating Estimates — Learn how to create and record your estimates, email them to customers, and convert them into jobs.
• Sales Opportunity Management — Learn how to keep track of your sales opportunities, manage next steps, analyze your sales performance, track your competition, and more.

Scheduling and Dispatching Jobs

• Managing Jobs & Work Orders — Learn how to manage jobs and work orders, including multi-work order jobs and recurring jobs. Also learn to close out work orders, build and use customized work order views and more.
• Dispatch Board Basics — Learn how to navigate around the Dispatch board, including finding open appointment slots to schedule jobs, use the dispatch board queues, and build and use dispatch board views.
• Scheduling Assistant — Learn how to use ServiceCEO's Scheduling Assistant to schedule more jobs closer together to reduce drive time and increase billable hours.
• Invoicing, Billing & Accounting — Learn how to issue invoices, receive payments, create billing statements, and run Accounts Receivable reports. Also learn to run other reports on your Revenue, Payments and Tax.

Implementation Training – Recommended for the system administrator

Basic Implementation – What to have done before entering your first job.

• Business Units * For multi-location/division companies only * — Create and manage Business Units to keep track of multiple locations, franchiese, and/or divisions within your organization.
• Company Information — Enter information about your company for customer-facing documents (estimates, invoices, etc.), time zone and regional settings (vocabulary, currency, etc.).
• Employee and Teams — Learn how to manage your employees and crews, including how to create additional logins.
• Products, Services & Kits — Add your company's charge information for your products and services to appear on work orders and invoices.
• Tax — Define the tax rates you charge
• Vocabulary — Customize the vocabulary in ServiceCEO to match your business.

Advanced Implementation

• Zones and Zone & Tax rules — Learn how to set up zones and build rules to select the right zone and tax rates for customers based on location.
• Marketing Campaigns — Manage the different marketing campaigns and advertisements you use to get customers and track your return on investment.
• Custom Fields — Create custom fields to track and store additional information within your ServiceCEO account.
• Customers Settings — Manage your customer settings by defining Customer Types, editing Customer statuses, setting your Customer numbers and how your Customer name appears.
• Job Work Order Settings — Manage your Jobs and Work Orders settings by editing job statuses, sub-statuses, and setting job numbers.
• Estimates Settings — Manage your Estimates settings by editing Estimate statuses, sub-statuses and setting Estimate numbers.
• Reporting Options — Control the print display of your work orders, invoices and other documents.
• Email Customers and Employees — Manage your email settings and edit default templates.
• Customer Portal Settings — Configure your customer portal, including your portal address, introduction page, user permissions and notifications.
• PayPal Processing — Activate your online credit card processing with Paypal.
• ical Dispatch Board Sharing — Share your dispatch board appointments with other calendar applications.
• Trial Data Purge — Purge sample data in your free trial, or data that you have entered.

Reporting

• How to build your own reports — Learn how to build your own reports by gathering data that you have entered into ServiceCEO based on defined criteria.
• Report Categories Overview — Overview of the different reporting categories in ServiceCEO.
• Customer List — Learn how to build lists of customers based on specified criteria. Formats include phone lists, email lists, and even mailing labels!


• Marketing Campaign — Build reports that list revenue generated as a result of your different marketing campaigns and determine the return on your investment.
• Employee Hours Worked — Build reports on the number of hours employees have worked.
• Estimate Analysis — Build reports that analyze sales performance based on selected criteria. Analyze sales performance across the board or for individual employees. Figure out why you're losing jobs, track up-selling, and more.
• Accounts Receivable Reports — Build reports that track all your accounts receivable.
• Job Analysis — Build reports that list jobs that meet selected criteria.

Quickbooks

• Importing from QB — Learn how to import customer information and products from QuickBooks.
• Exporting to QB — Learn how to export invoices and payments directly to QuickBooks.

Payroll and Job Costing

• Payroll Overview — Take a high-level tour of the payroll module in ServiceCEO
• Building Rate Sheets — Learn how to build rate sheets in ServiceCEO
• Applying Rate Sheets & Viewing Payroll — Learn how to apply rate sheets and view payroll in ServiceCEO
• Payroll Reporting — Learn about the Employee Payroll report category
• Job Costing Module — Learn about the job costing module, which allows you to track and calculate profit and profit margins

Customer Portal

• Customer Portal — Learn how to activate the customer portal and how customers can interact with your business using the portal.

Other

• Feedback —Learn how to record feedback from customers.
• Mobile - Beta — Learn how to use the mobile site.
• File Attachments — Learn how to add file attachments to customer records and work orders.