What happens after you buy Smart Service?

For most businesses, a software purchase marks a major change in operations. If mishandled, these transitions can induce stress and end in tears. This is exactly why the Smart Service team holds your hand through the implementation process. It’s important to us that our customers get up and running smoothly, so we’ve designed the following series of steps to make sure every customer hits the ground running. Here’s what happens after you buy Smart Service:

1. Installation – Worried about the technical component of hooking your QuickBooks up to Smart Service? Fret not, we do it for you! Within hours of your purchase, our team will reach out to you to schedule an installation. During this installation, one of our expert technicians will remotely connect to your office computer(s) and install Smart Service.

2. Training Session 1 – Two to three days after installation, our implementation team will follow up to conduct the first of two training classes. (We allow this brief layover period to give you a chance to experiment with the software on your own.) During the training session, we will remotely connect to your computers to show you some basic Smart Service techniques using your schedule and your customers. The first training session usually covers the setup tab, home screen, employee setup and permissions, the scheduler, searching/filtering contacts, and the Smart Service job process.

3. Training Session 2 – The second training session generally occurs within a week of the first. This session covers the mobile app iFleet (and any other add ons your company may have purchased). Training Session 2 is all about tailoring Smart Service to your company, so we encourage you to bring your own list of questions to the table. At the end of session two, our goal is to come up with the perfect Smart Service workflow for the specialized needs of your business. Once completed, we will mail you a DVD containing video recordings of both of your training sessions.

Of course, your relationship with the Smart Service team doesn’t end at the conclusion of the second session. After you complete your training, you’ll have several resources at your disposal to help you solve any software issue you might encounter.

Help Desk – Our Help Desk exists to make you happy, plain and simple. Call us during regular business hours (8:30 AM – 5:30 PM EST, Monday through Friday) and one of our expert technicians will find a solution to any technical problem that might ail you. To reach the Help Desk, simply call 1-888-518-0818 or email [email protected].

Wiki – To bone up on individual topics or obtain written instructions, check out our searchable wiki.

Tutorial Videos – Our YouTube channel contains over 80 tutorial videos that give you step-by-step instructions to help you through many of Smart Service’s most popular features.