Class Descriptions

Starting Right - Member Center

New to ServiceCEO? This class is the first class you and all ServiceCEO users in your company should take!

Discover the secret of our most successful customers by StartingRIGHT! The StartingRIGHT class provides an introduction to the Member Center and all its training and support resources, offers suggestions on the best ways to access technical support and get your questions answered.

Crystal Reports Q&A

This class is designed for individuals who already have a Crystal Reports license and are now in the process of customizing ServiceCEO reports. This is an open forum for users to present questions, issues, or concerns for discussion. Topics will include advanced Crystal Reports features as well as general assistance in determining how to find and add various ServiceCEO data elements to your reports.

Note: For additional assistance, please read the Crystal Reports Tutorial or watch the Customizing Crystal Reports video (click the "Watch Pre-Recorded Training Videos" link in the Member Center). 

Basic Implementation

This class is the place to start when you are ready to move off a test training database and want to start configuring your own unique database for your business.

Note: You can prepare for this class by reading the implementation manual

Advanced Implementation

This open format question and answer training session will answer any questions you may have as you configure your ServiceCEO database.

Note: You can prepare for this class by reading the implementation manual

General Q&A

Bring any and all questions you have about ServiceCEO! This open-format training sessions covers practical "How do I?" questions to help customers get the most out of ServiceCEO.

Website 101

Learn the basics of building a successful website presence. Covering why your business needs a website; creation, design, functionality of a successful website; Plus what SEO is and how it will generate leads to grow your business.

Import Wizard

Learn about best practices and view a live demonstration on how to import customers, products, and zip codes via the ServiceCEO Office Edition Import Wizard.