Settings
Manage your ServiceMonster preferences and account options in Settings. Customize the system to fit your business needs quickly and easily.
- Add Your Company Info
- Creating A Package
- Forgot Password
- How to Set Up Tax Rates
- Routes
- Create/Edit Inventory Item
- Uploading Your Basic Company Info
- Import Your Data
- What is a User License?
- Security Roles
- Modifying Your ServiceMonster Subscription
- Audit Trail
- Creating a Commission Rate and Assigning it to an Employee
- Quick And Easy Password Reset
- Understanding Sales Tax On Your Invoice
- Editing Your Picklists
- Employees Page
- Clearing Cache
- Self Importing Accounts
- Settings Home Page
- Access Log
- Reordering Inventory
- Creating SMS (Text) Templates
- Setting Up Promotions
- Order Forms And Print Options, Adding Disclaimers
- Creating Email Templates
- SMTP 101 | Email Integration
- Products & Services
- Security Roles Advanced
- Subscription Home Page
- Add Users and Employees
- Inside Look on VOIP Screen Pop Telephony
- How to revoke user access