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.
Orders
Track and manage customer orders in ServiceMonster. Learn how to create, update, and review orders quickly and accurately.
Schedule
Easily plan and manage jobs with ServiceMonster’s Scheduling tools. Keep your team and customers on track with clear, organized schedules.
Leads
Manage and track potential customers in ServiceMonster. Learn how to capture, organize, and follow up on new opportunities. (Grow & Premier only)
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.
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.
FAQ
Find answers to common questions about using ServiceMonster. Get quick solutions without needing to contact support.