Initial Software Orientation

Please follow these 3 easy steps and watch the videos to completion.

Step 1: Initial Training Videos

The basics of setting up your software.

Step 2: Tasks/Work Order Videos

Easily set up tasks and work orders.

Step 3: Route Management Videos

Easily set up and manage your routes.

Step 1: Initial Training Videos

Please watch the videos to completion and in the order that they're presented on this page.

Initial Training Step 1: Syncing with QuickBooks

Approx Time 2:01

This short video shows you how to set up one of the most important features of the software.

Initial Training Step 2: Control Settings

Approx Time 4:03

This video instructs you how to set up the software to assure your greatest level of success.

Still have questions? Visit our online help center. We also offer a twice daily open forum, Monday-Friday from 10-11 AM EST and again from 2-3 PM EST.

Step 2: Tasks And Work Orders

Please watch the videos to completion and in the order that they're presented on this page.

Tasks And Work Orders Step 1

Approx Time 7:31

Overview, how to work the task list, how to enter a task, and how to sync tasks with The Service Program software.

Tasks And Work Orders Step 2

Approx Time 5:01

Overview, how to complete a task, how to post a task to QuickBooks, and printing tasks with The Service Program

Still have questions? Visit our online help center. We also offer a twice daily open forum, Monday-Friday from 10-11 AM EST and again from 2-3 PM EST.

Step 3: Route Management

Please watch the videos to completion and in the order that they're presented on this page.

Route Management Step 1

Approx Time 8:34

Overview, how to setup frequencies, how to setup route people/crews/drivers, how to enter stops, how to sync route schedule with mobile

Route Management Step 2

Approx Time 2:01

Printing route sheets with The Service Program

Route Management Step 3

Approx Time 3:26

How to post a route sheet to QuickBooks using The Service Program

Route Management Step 4

Approx Time 2:21

How to generate stops to tasks using The Service Program

Route Management Step 5

Approx Time 1:10

How to optimize your routes using The Service Program


Additional Resources

Still have questions? Please visit our daily open forum, Monday-Friday, from 2-3 PM EST.
Simply dial (267) 930-4000 and enter access code 265-070

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