New User Training
This section helps new users learn the basics of ServiceMonster with clear, easy-to-follow steps. Get up and running quickly and start using the system with confidence.
Home
The Home screen gives you a quick overview of your day in ServiceMonster. See important updates, tasks, and reminders all in one place.
Accounts
Learn how to manage your ServiceMonster account settings and preferences. This section explains how to keep your account information accurate and up to date.
- Accounts Home Page
- Account Overview
- How Do I Make A New Account?
- Change customer’s billing address
- Creating Billing Statements & Disclaimer
Orders
Track and manage customer orders in ServiceMonster. Learn how to create, update, and review orders quickly and accurately.
- Orders Home Page
- How To Create a New Order
- Applying Payments To Orders
- Completing An Order
- Applying a Discount
Scheduling
Easily plan and manage jobs with ServiceMonster’s Scheduling tools. Keep your team and customers on track with clear, organized schedules.
- How To Create A New Appointment
- Appointment Cards
- Scheduling Multiple Appointments For an Order
- Appointment Reminders
- Using The Schedule's Monthly Planner
Leads
Manage and track potential customers in ServiceMonster. Learn how to capture, organize, and follow up on new opportunities. (Grow & Premier only)
- Leads Home Page
- Creating And Using Leads
- Opportunities & Kanban
- Account Referrals
- New Clients by Lead Source
Marketing
Explore tools in ServiceMonster that help you promote your business and stay connected with customers. Learn how to create, manage, and track your marketing efforts easily. (Grow & Premier only)
- Creating Custom Fields
- How To Create A Marketing Campaign
- How To Build A Drip Campaign
- Merge Fields
- Creating Marketing Templates
Marketplace
Discover add-ons and integrations available in the ServiceMonster Marketplace. Learn how to extend features and connect helpful tools to your account.
- Invoice Page for Getting Paid - Online Payment Link
- QuickBooks Online
- Quickbooks Desktop
- Webforms for your Website
- Syncing with Google Calendar
FillMySchedule (FMS)
FillMySchedule keeps customers coming back for more with reminder cards to help keep your customers engaged. Learn how to set up and manage these reminders easily, complete with your custom images!
- Customize & Run FillMySchedule (FMS) 2.0
- Create A New FillMySchedule (FMS) 2.0 Campaign
- Update Your Profile & Billing For FillMySchedule (FMS) 2.0
- Designing Card Fronts For FillMySchedule (FMS) 2.0
- Approving Orders For FillMySchedule (FMS) 2.0
Reports
Access detailed reports in ServiceMonster to track your business performance. Learn how to view, filter, and understand your data quickly. (Grow & Premier only)
SM Pay
SM Pay lets you accept payments easily through ServiceMonster. Learn how to set up, process, and track payments securely.
- Using ServiceMonster Pay
- ServiceMonster Payments Merchant Bank Change Guide
- View Transactions in your SM Payments Payout Report
- Understanding and Managing Payment Disputes on ServiceMonster Payments
- NYC1 In-person Terminal Product Snapshot
Settings
Manage your ServiceMonster preferences and account options in Settings. Customize the system to fit your business needs quickly and easily.
- Add Users and Employees
- Import Your Data
- Uploading Your Basic Company Info
- Creating a Commission Rate and Assigning it to an Employee
- Creating SMS (Text) Templates
Mobile App
Access ServiceMonster on the go with the Mobile App. Manage jobs, customers, and schedules from anywhere, anytime.
- Mobile App Tech View
- Mobile App Admin View
- Mobile Quick Add
- Service Items On Mobile
- Navigating The Mobile App
FAQs
Find answers to common questions about using ServiceMonster. Get quick solutions without needing to contact support.
- How do I set up recurring / repeating appointments?
- Why can't I see the details for appointments on the Schedule?
- How do I delete an Account or Order?
- Why aren't my items exporting to QuickBooks?
- Why can't I edit my line items on an Order?