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!