Service Manager includes a demonstration company with sample data for you to get familiar with.

Get to know Service Manager

In Service Manager, some things will be familiar to you, and other things might be unfamiliar.
For some quick, nice-to-know tricks, see:             

• Searching and Filtering Lists
• Mandatory Fields
• Working with Reports

For more information, see Working with Service Manager

When you ar ready to do some heavy lifting, and want to look at some of the business processes that Service Manager supports see Business Process Walkthroughs

The home page

Everything in Service Manager revolves around the home page. The home page enables you to have fast access to the different key areas.

The key areas are as follows:

• Sales
• Deliveries
• Invoicing
• Stock
• Security
• Reports
• Administration
• Portal
  

You can restrict access to each home page area using roles see Security