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

    • 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

    • Advance Budget Features
  • 3

    Tasking (Premium/Enterprise Only)

    • What is Tasking?

    • Introduction to Tasking

    • Getting Started with Tasking

    • 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 (Add-On)

    • What is Service Timecard?

    • Setup

    • Time Entry

    • Approval Process

    • Exports
  • 6

    Let Us Know What You Think

    • Feedback Survey

Instructor(s)

Senior Instructional Designer

Derek Torres

Derek is an Instructional Designer at ServiceTrade. He does all things "Customer Learning" including Certifications and Help Center material. Outside of making Instructional content, he likes Star Trek, Reptiles, and NBA Basketball.