This track takes you through the entire SA4 setup process. If you’re new to Service Assistant 4, this track will familiarize you with the basics of the software. The track is best followed in the order presented for new users. More experienced users looking to brush up on a topic may pop into whichever session they need. Note that because this track is continuous, some topics may overlap times presented.
Parameters 101, 201, 301
This series of sessions walks you through setting up parameters in SA4, and is the foundation of your entire business. Learn how to do it right.
Customer Entry 101, 201, 301
Customer Entry is the second most important function in SA4. This series of three sessions will make sure you use it correctly and consistently.
This session covers all phases of invoicing within SA4.
Learn how to accurately enter production.
Payments & Adjustments
This session will cover entering payments and account adjustments – enabling you to keep your records straight.
Learn how to generate and work with statements.
Call Log basics are covered in this session. For more advanced call log features, look for the Call Log session in the Software Intermediate/Advanced track.
Letters & Reports 101, 201
There are over 130 different reports available through SA, not counting letters. Learn how to generate and work with both reports and letters in this session.
After all that learning, you’re bound to have questions. Ask and have them answered during this session.