New User Training Course

Are you brand-new to ServiceCore and wondering where to start learning your new software platform? 

Has your account been live for a while, but not sure you’re fully using all of ServiceCore's features?

Did you hire a new employee that needs to learn how to help you run your business in ServiceCore?

If so, we’d like to introduce you to our “Getting Started with ServiceCore” training course! 

It’s designed to streamline new users’ onboarding and learning experience, act as a refresher on ServiceCore's basics for existing users, and ultimately make you and your team as successful as possible!

Before You Start

Here are a few things to know before you continue:

  • This course is absolutely free for any ServiceCore user!
  • This course is primarily addressed to Admins working in ServiceCore, regardless of their responsibilities or access level.
  • In order to access this course, you must first log into ServiceCore's Learning Hub.
  • If you don't have a login for ServiceCore's Learning Hub, please reach out to our Customer Education team according to the instructions here.

Overview

“Getting Started with ServiceCore” is a comprehensive training course that guides almost every type of user through setting up their ServiceCore account and working in it daily.

Some of the topics include:

  • Adding and managing your users (employees), customers, sites, and systems.
  • Selecting your main account settings and billing settings.
  • Adding and managing your inventory, availability, and schedule.
  • What workflows to follow when taking orders, optimizing your drivers’ routes, and sending invoices to customers for payment.

And the best part? It’s available 24/7 and accessible on any device, so you can learn when and where you want to!

How to Enroll In and Begin the Course

Once you've logged into the Learning Hub, you’ll be able to access the “Getting Started with ServiceCore” training course.

  1. Scroll down to the bottom of the Home Page until you see the All Courses section.
  2. Click on the “Getting Started with ServiceCore” course card.



  3. Read the course overview at the top and then click "Enroll" on the right.



  4. Click on "Start Learning" from the enrollment confirmation message that appears.

How to Complete the Course

As you progress through the course, each lesson will be automatically checked off in the course outline on the left.


In order to reach 100% completion and receive your completion certificate you must watch each required video lesson and submit your answers to our Final Course Survey at the end.

Once that’s all done, you'll receive an email congratulating you on your completion and you’ll be able to view or download your completion certificate. (Please check your Spam folder if you've completed a course, but haven't received the confirmation email.)

How to Download Your Completion Certificate

After you’ve finished the “Getting Started with ServiceCore” training course, you can easily view and download your course completion certificate.

  1. From the Home Page, click on "My Activities" under the My Profile section on the right.



  2. Click into the Courses tab on the left.
  3. Click on the badge icon to the right to automatically download your completion certificate.



 

If you have any questions, please reach out to our Support team through the green chat widget on the bottom right of this page or by sending an email to support@servicecore.com!

Was this article helpful?
0 out of 0 found this helpful