This guide walks through the core areas of Service Manager in a practical order. It’s designed for new users and training sessions, and can be followed top to bottom or dipped into as needed.
Getting to Know Service Manager
Start here to understand how the system is laid out and how to move around it.
Sales
Learn how to manage leads, create quotes, and turn opportunities into live work.
Agreements
Once a sale is agreed, this section covers setting up and managing agreements.
Stock
Set up and manage the stock items used across agreements and deliveries.
Scheduling & Routes
Plan deliveries, optimise routes, and prepare work for drivers.
- Managing Schedules
- Scheduling a Site Delivery
- Understanding Route Optimisation
- How do I use Route Admin to manage my routes?
- How to Create the Manifest
This guide can be used as a training checklist or shared as a playlist for onboarding new users.