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What's covered? Hide |
Below is a list of video tutorials that new and experienced user alike will find useful. The tutorials cover basic functionality as well as more complex concepts.
MAC USERS: To watch a ServMan training video on a Mac. click the link to the video to open a new web page, copy the web address of the video and paste it into your search engine, press enter to navigate to the website again. This allows you to watch the video and hear the sound.
| Title | Description |
| ServMan Overview | Provides an overview of the primary functions in ServMan, including client, contract, and inventory management; scheduling and dispatching; reporting; and accounting. |
| SmartViews™ | Illustrates how to use SmartViews to locate information in ServMan. |
| Marketing Campaigns | Learn how to manage marketing campaigns and associate them with clients and specific work requests. |
| Tax Codes | Discusses the process for setting up tax codes. |
| Zones and Zip Codes | Learn about zone and zip code management in ServMan. |
| Title | Description |
| Client Concepts | Discuss basic concepts important to client management in ServMan. |
| Client Misc Tab | Reviews the client settings available on the Misc tab of the client's account. |
| Multi-site Clients | Learn how to handle clients that have multiple locations. |
| Client Systems | Discover how to manage client systems and equipment, establish service histories, and automatically systems to the client's system list when sold. |
| Client Notes | Provides and overview of client notes. |
| To Do Management | Learn how to leverage the full functionality of To Do tasks to help manage back office personnel. |
| Price Books | Demonstrates how to create and assign Price Books. |
| Title | Description |
| Order Status Codes | Learn the power of Status Codes and how to properly configure them. |
| Order Status Codes and ServMan Mobile | Illustrates the proper use of order status codes with ServMan Mobile. |
| Recurring Orders and Invoices: Part I | Learn how to create and manage recurring orders and invoices for your clients. |
| Recurring Orders and Invoices: Part II | Learn how to create and manage recurring orders and invoices for your clients. |
| Detailing Orders | Demonstrates how to work with the Detail tab on quotes, orders and invoices. |
| Logging Time to Orders and Jobs | Discusses the various method of logging time in ServMan. |
| Invoicing Concepts | Learn how to invoice orders and other billing concepts with ServMan. |
| Title | Description |
| Scheduling Overview | Provides an overview scheduling in ServMan. |
| Auto Schedule | Learn how to use ServMan's Auto Schedule feature |
| Title | Description |
| Items and Inventory Management | Discusses the different item types available in ServMan and inventory management concepts. |
| Title | Description |
| Job Management Concepts | An in depth look at using jobs in ServMan. |
| POC Job Analysis - Part One | Provides the basics for running and understanding the POC Job Analysis report. This video does NOT cover how to set up jobs. |
| POC Job Analysis Report by Rep or Tech | Learn how to set up either a Sales Rep and/or Project Manager on a job record, then run the POC report so the totals are grouped properly for coaching. |
| Auditing the POC Job Report | Learn how to run the POC report with transaction level detail and drill down directly into a transaction from the report. |
| POC Job Analysis Change Orders | Learn how to create change orders for jobs using either a quote or the estimate tab. |
| Title | Description |
| General Ledger Masking | Provides and in depth look at ServMan's power General Ledger masking function. |
| Entering Beginning A/R and A/P Balances | Learn how to enter your open A/R and A/P invoices when first going live with ServMan. |
| Title | Description |
| Batch Pay | Learn how to process multiple check or cash payments. |
| Quick Pay | Illustrates how process individual client payments. |
| Reverse or Reapply Payments | Demonstrates how to reverse or reapply a payments. |
| Client Credit Card Information | Learn how to record credit card information for a client. |
| Individual Credit Card Payment | Learn how to process a credit card payments for a single client. |
| Batch Credit Card Payments | Learn how to process credit card payment in one quick and convenient batch. |
| Refund or Void a Credit Card Transaction | Demonstrates how to refund (after transaction settles) or void (prior to transaction settling) a credit card transaction. |
| Auto Apply Open Credits | Learn how to automatically apply open credits on client accounts. |
| Collections | Illustrates how to use ServMan for collections. |
| Title | Description |
| Purchasing | Learn how to manually or automatically create purchase orders; receive purchases; and view A/P vouchers (invoices) created from purchase orders. |
| Title | Description |
| Managing Vendors | This tutorial provides and overview of working with the Vendor Master File. |
| Enter Bills | Learn how to enter an itemized bill from a single vendor. |
| Batch Bills | Learn how to use ServMan's Batch Bill process to enter multiple invoices from vendors in a single batch process. |
| Managing Bills | Use the Bills list to manage A/P Invoices for your company. |
| Writing Checks | Learn how to create and print checks to pay bills or make pre-payments as well schedule recurring payments. |
| Batch Checks | Simplify your bill paying process by paying multiple vendors at once. |
| Void Checks | Learn how to void checks in ServMan. |
| Managing Checks | Use the check register to manage checks and recurring payments. |
| Title | Description |
| Technician Performance Report | This report provides a detailed account of a technicians performance over a given period. It includes time logging, sales statistics, callback tracking, incentive sales, referral tracking, and service agreement sales and service tracking. |