Welcome to the Smart Service Quick Start Guide! This page will cover the basics you need to know to get started on working with Smart Service and iFleet. We have divided this section into 5 segments to provide you with the best learning experience. Whether you are new to Smart Service, or looking for a refresh on using the software, this guide will get you going. Please remember that My Service Depot offers additional live training, if you are interested in purchasing live training classes, please call us at (888) 518-0818 or contact us.
Make sure to also check out our “Free Monthly Webinars” and suggest a topic you’d like us to cover here! We have tons of content for a variety of industries and ideas. You can also take a look at our “Milestones” article at the end of the page for information if your company is just starting out with Smart Service.
Lastly, if you would like more information on CardPointe Integration and our merchant service features, visit this article.
Quick-Start Guide: 01 - Navigation
Quick-Start Guide: 02 - Customer & Location Creation
Quick-Start Guide: 03 - Work Order Creation
Quick-Start Guide: 04 - iFleet for the Field
Quick-Start Guide: 05 - Review & Create Invoices
What’s Next?
If you’re just getting started with us, visit this page to see what milestones you should accomplish in your first few weeks.
If you’d like to view some more in-depth video tutorials please check out some of our free training webinars for Smart Service. You can also use this page to sign up and become part of the next Smart Service Webinar!
Have Questions?
We’ve compiled a list of frequently asked questions and common errors encountered by new users, check out the article here! You can also reach out to our unlimited Help Desk Support Team at (888) 518-0818, option 2.