Buyer Training

Don’t see a lesson that you need?  We’re updating all our Buyer lessons, so check back because there are more on the way.  Thanks for your patience.

 

Currently Available Lessons

  • Need help registering as a new Buyer?  Click Here!
  • Is this your first time logging into your account?  Click Here!
  • Need to retrieve your username?  Click Here!
  • Need to reset your password?  Click Here!
  • Want to know more about what’s on your Dashboard?  Click Here!
  • Need to know how to edit your company profile?  Click Here!
  • Need to add a user to your team?  Click Here!
  • Need to remove a user from your team?  Click Here!
  • Need help creating a Service Order?  Click Here!
  • Want to know how to get your order accepted? Click Here!
  • Want to know how to edit a Service Order before it’s accepted? Click Here!
  • Want to know what happens to an order when it’s accepted? Click Here!
  • Why can’t I find my Accepted order(s)? Click Here!
  • Why can’t I find my Active order(s)? Click Here!
  • Want to know how to communicate with the Provider (after they’ve accepted your order)?  Click Here!
  • Need help setting up your ServiceLive Wallet?  Click Here!
  • Want to know how to manage Custom References for your Service Orders?  Click Here!
  • Want to know how to create and manage templates for your Service Orders?  Click Here!
  • Want to know how to create and manage SKUs for your Service Orders? (hint…you’ll need a template first)  Click Here!
  • Want to know how to create a network of select Providers (SPN) who want to work with you?  Click Here!
  • Want to know how to invite Provider Firms to your SPN?  Click Here!
  • Want to know how to set up your new Workflow Monitor Queues? Click Here!
  • Want to know how to use your Workflow Monitor Queues? Click Here!
  • Want to know how to send your customers email notifications and satisfaction surveys from their Service Orders? Click Here!
  • Want to know how a Provider sees your order (what happens when my order posts)? Click Here!
  • Want to know what a Provider can do after seeing a Posted order (how does a Provider accept an order)? Click Here!
  • Want to know what to do when you no longer need an order, or when your Customer calls to cancel their service? Click Here!
  • Why can’t I find my Posted orders? Click Here!
  • What do I do with Problem orders? Click Here!
  • Where are my Closed (paid) orders? Click Here!
  • Want to know more about ServiceLive ratings? Click Here!
  • Want to know how to search for a Service Order? Click Here!