SERVICECORE CUSTOMER WORKSHOPS
Back to Basics Workshop Series
Webinar Recordings
WORKSHOP #1
Settings in ServiceCore
Important account settings
How to leverage certain settings for higher-quality reporting
Tips and tricks for Same-Day Delivery
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WORKSHOP #2
ORDER ENTRY IN SERVICECORE
Creating a Same-Day Delivery order
Features that improve dispatching workflows
Features that improve billing workflows
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WORKSHOP #3
DISPATCHING in SERVICECORE
Dispatching Same-Day Delivery
How Schedule filtering can improve your workday
How to successfully leverage the Map View
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Workshop #4
Accounting & Billing in ServiceCore
A deeper look at the rental proration tool
Successful multisite billing for recurring invoices
Tips and tricks for using filters as safety nets for unbilled items
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WORKSHOP #5
EVENTS IN SERVICECORE
Creating a one-time, time-specific event
Adding jobs to an existing rental
Other helpful workflows
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