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.
- Logging in to ServiceMonster
- Navigating ServiceMonster
- How to Use the Quick Add
- Company Summary
- Grid Navigation
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
- How Do I Make A New Account?
- Account Overview
- Creating Activities
- Account Details Page
Orders
Track and manage customer orders in ServiceMonster. Learn how to create, update, and review orders quickly and accurately.
- Orders: From Start To Finish
- How To Create a New Order
- Creating a Proposal from the Quick Add
- How To Change An Order Type
- Completing An Order
Schedule
Easily plan and manage jobs with ServiceMonster’s Scheduling tools. Keep your team and customers on track with clear, organized schedules.
- Scheduling Home Page
- How To Create A New Appointment
- Creating A Recurring Appointment
- Appointment Reminders
- Fixing an Address that isn't Mapping Correctly
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
- New Clients by Lead Source
- Account Referrals
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)
- ServiceMonster Marketing 101
- Creating Custom Fields
- 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.
- Marketplace Home Page
- Invoice Page for Getting Paid - Online Payment Link
- Webforms for your Website
- QuickBooks Online
- Quickbooks Desktop
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
SM Chat
ServiceMonster's easy to use 2-way texting system lets you stay in contact with your clients more quickly than ever before!
- Introducing SM 2-way texting!
- Setting up ServiceMonster Two-Way Texting
- Using ServiceMonster Chat on your mobile device.
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.
- Applying for SM Pay
- Using ServiceMonster Pay
- Performing a refund with ServiceMonster Pay
- SM Pay Merchant Bank Change Guide
- View Transactions in your SM Payments Payout Report
Settings
Manage your ServiceMonster preferences and account options in Settings. Customize the system to fit your business needs quickly and easily.
SM Mobile App
Access ServiceMonster on the go with the Mobile App. Manage jobs, customers, and schedules from anywhere, anytime.
- Mobile App Admin View
- Mobile App Tech View
- Creating A New Appointment on Mobile
- Service Items On Mobile
- Mobile Quick Add
FAQ
Find answers to common questions about using ServiceMonster. Get quick solutions without needing to contact support.
- How do I add a multi-day / multi-route appointments for the same Order?
- How do I set up recurring / repeating appointments?
- How do I send a text to my customers?
- How do I apply a payment?
- How do I use Marketing filters?
ServiceMonster 5 to ServiceMonster 6
We'll go over some of the differences between our legacy version & current versions. Accounts are still Accounts, Orders are still orders, and the Schedule is still the Schedule, just more powerful
- Getting around in ServiceMonster 6
- The Quick Add for easy booking
- Free Automatic Appointment Reminders
- Arrival Windows for your Appointment Reminders
- Marketing in ServiceMonster 6