ServiceLedger Weekly Training Classes

ServiceLedger offers interactive training classes to our customers to help each of them get the most out of their ServiceLedger investment. The online training classes work in conjunction with all online documentation and/or training videos and allow each participant to get any specific questions answered that may not be fully covered in the documentation or training videos. Each class is more of a Q&A style class with an overview of each function and an opportunity for each participant to ask any questions to make certain they fully understand it before moving on. Due to the size of each class and multiple participants from multiple companies attending, the online training classes are generic in nature and not intended for any custom training you may require.

Class Fees

Training classes are free to customers with an active support plan. Alternatively, you can purchase unlimited access to all online training classes for one year for a flat fee of $399.

Class Schedules

All classes are subject to time change and/or cancellations. Please contact ServiceLedger to purchase an Online Training Plan and/or register for any class in advance.


Class Summary of Class
Getting Started with ServiceLedger This class is a perfect introductory class and concentrates primarily on how to use existing training resources to get up and running quickly. This class doesn't provide any direct training on ServiceLedger and is primarily focused on showing you where all the training resources are located.
Getting Started with the ServiceLedger QuickBooks Link This class covers the basic setup of the ServiceLedger QuickBooks Link including initial synchronization of customers, vendors and items from QB to SL and transferring invoices, credit memos, payments and vendor bills from SL to QB.

* Required Document - Getting Started with the QuickBooks Link.

Getting Started with the Administration, Office, Resource and Inventory Manager This class covers the basic setup of ServiceLedger with concentration on administrative setup, office tasks and reminders, setting up and tracking resources and setting up and tracking inventory.

* Required Document - Getting Started with the Administration Manager, Getting Started with the Office Manager, Getting Started with the Resource Manager and Getting Started with the Inventory Manager.

Getting Started with the Account, Equipment and Quote Managers This class covers the basic setup of ServiceLedger with concentration on creating customers, equipment and quotes.  Other topics included is the Account Task Scheduler, Equipment Preventative Maintenance Scheduler and conversion of quotes to jobs and/or invoices.

* Required Document - Getting Started with the Account Manager, Getting Started with the Equipment Manager and Getting Started with the Quote Manager.

Getting Started with the Service, Project, Task and Scheduling/Dispatching Managers This class covers the how to create jobs, add tasks to jobs and schedule and dispatch jobs, as well as using the ServiceLedger Project Manager to manage projects.

* Required Document - Getting Started with the Service Manager, Getting Started with the Project Manager, Getting Started with the Task Manager and Getting Started with the Scheduling/Dispatching Manager.

Getting Started with the Receivables/Payables Manager This class covers the basic concept of managing your receivables and payables in ServiceLedger, as well as creating invoices, credit memos, recording payments, issuing purchase orders and creating vendor bills.

* Required Document - Getting Started with the Receivables Manager and Getting Started with the Payables Manager.

Getting Started with the Web Portals Class provides instruction on the ServiceLedger Tech Web Portal including tech web access licensing, login id and password and how to use the tech web portal.

*All Required Documents should be read prior to attending the class.  The purpose of the required document is to provide an overview and general understanding of each manager prior to attending the class so that every student will get the most out of the required documentation and online training class.  Trainers will work on a designated agenda and for the sake of time will move each topic along to ensure all topics are covered during the designated training class time.