About This Course

This ServiceTrade Advanced Office Certification is designed for office users who want to learn about ServiceTrade's most advanced features or features that are only available to customers with higher subscription tiers or require the purchase of an add-on product. If you are new to ServiceTrade, we strongly recommend you start with the ServiceTrade Office Certification before beginning.

This certification is designed to be viewed a la carte. You only need to watch the lessons that interest you.

If you learn about a feature that excites you but requires a higher subscription tier, feel free to contact your Account Manager.

Course curriculum

  • 1

    Advanced Features

    • Notice: Updated App Interface

    • Introduction

    • Recurring Invoices (Enterprise Only)

    • Subcontracting (Premium/Enterprise Only)

    • Tech Capacity - Dispatch & Schedule (Enterprise Only)

    • Parts Purchasing (PartsManager)

    • Regions (Enterprise Only)
  • 2

    Project Management (Premium/Enterprise Only)

    • What is Project Management?

    • Projects

    • Budgets

    • Performance Overview

    • Progress Tracking

    • Change Orders

    • Advanced Budget Features
  • 3

    Tasking (Premium/Enterprise Only)

    • What is Tasking?

    • Introduction to Tasking

    • Getting Started with Tasking

    • Task Templates

    • Using ServiceTrade Task Templates

    • Enabling Tasking on Assets and Creating Recurring Services with Tasking

    • Tasking in the Mobile App for Technicians

    • Reviewing Tasking Progress and Quoting
  • 4

    Smart AI (Enterprise Only)

    • What is Smart AI?

    • Enabling Smart AI

    • Smart Transcribe

    • Smart Comment

    • Smart Summary
  • 5

    Service Timecard 2.0 (Add-On)

    • What is Service Timecard?

    • Setup

    • Time Entry

    • Approval Process

    • Exports
  • 6

    Service Timecard 3.0 (Add-On)

    • Setting Up and Customizing Service Timecard

    • Submitting Timecards For Approval from the Mobile App

    • Service Timecard Approval Process

    • Sharing Data with Other Systems
  • 7

    Let Us Know What You Think

    • Feedback Survey