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Service Point Pro

Software & Technology

Built by service people. How Service Point Pro trains contractors on field service software.

"We're a software company built for service people by service people. That means our training speaks their language—not tech jargon, but real workflows from the field."
Paul Moya · Customer Success Manager

Challenge

Service Point Pro needed to onboard contractors from three different trades—each with unique workflows—onto their software platform without requiring extensive IT knowledge or disrupting active operations.

Solution

Deploy Konstantly as their customer training platform, creating role-based courses for supervisors and call handlers with practical workflows for team management, performance tracking, and customer communication.

Results

  • Customer onboarding time reduced by 50%
  • Support ticket volume decreased by 40%
  • Software adoption rate improved to 92%

After 30 years of running service companies, the founders of Service Point Pro knew one thing for certain: most field service software was built by tech people who didn't understand the trades. They'd been through four frustrating software implementations themselves.

So they built something different—software designed by people who'd actually dispatched technicians, managed inventory, and dealt with service calls. But having great software was only half the battle. Getting busy contractors to actually learn it? That required training as practical as the software itself.

The contractor training challenge

Plumbers, HVAC technicians, and electricians aren't sitting at desks. They're in vans, in basements, on rooftops. Traditional software training—day-long sessions, thick manuals, IT-speak—doesn't work for them.

"Our customers are skilled tradespeople, not IT professionals. If training requires them to stop working for days or understand tech jargon, we've already failed them."

Service Point Pro serves three distinct trades, each with different workflows. But across all trades, certain roles need specific training to maximize the platform's value.

Role-based software training

Supervisor Command Center training

For supervisors overseeing multiple teams and technicians, Service Point Pro created comprehensive training on their Command Center module:

Team overview and navigation

  • Navigating between teams and viewing technician assignments
  • Understanding the supervisor dashboard layout
  • Filtering and sorting team views
  • Accessing real-time team status

Performance tracking

  • Monitoring individual technician performance metrics
  • Tracking job completion rates and times
  • Identifying bottlenecks and optimization opportunities
  • Using data to improve team efficiency

Work order visibility

  • Viewing all active work orders across teams
  • Tracking job progress from dispatch to completion
  • Identifying urgent jobs requiring attention
  • Managing job reassignments when needed

Timesheet approval

  • Reviewing technician time entries
  • Approving timesheets for payroll processing
  • Identifying discrepancies and resolving issues
  • Ensuring accuracy across jobs and invoices

"The Supervisor Command Center gives managers complete visibility into their teams. Our training ensures they know how to use every feature from day one."

Call Handler training

For office staff managing incoming customer calls, Service Point Pro provides focused Call Handler module training:

Module overview

  • Understanding the Call Handler interface
  • Navigating between views and functions
  • Quick access to essential features
  • Integration with other platform components

Customer communication

  • Logging incoming service requests
  • Capturing complete customer information
  • Scheduling appointments efficiently
  • Managing customer expectations

Dispatch coordination

  • Assigning calls to appropriate technicians
  • Checking technician availability
  • Prioritizing emergency vs. routine calls
  • Communicating job details to field staff

"Call handlers are the first point of contact for customers. They need to capture information accurately and dispatch efficiently—our training makes that possible."

Trade-specific workflows

Beyond role-based training, content addresses trade-specific processes:

Plumbing

  • Emergency dispatch prioritization
  • Diagnostic documentation
  • Parts lookup and inventory

HVAC

  • Seasonal scheduling optimization
  • Maintenance agreement management
  • Equipment history tracking

Electrical

  • Permit tracking and coordination
  • Inspection scheduling
  • Panel documentation and photos

Mobile-first for the field

Technicians complete training on the same devices they'll use for work:

  • 5-10 minute modules between service calls
  • Video demonstrations of actual app workflows
  • Practice scenarios with sample jobs
  • Quick reference guides accessible offline

"Our technicians learn on their phones because that's where they'll use the software. Training feels like part of the job, not separate from it."

Custom onboarding without the setup fees

Service Point Pro differentiates with no setup fees and custom onboarding—but that promise requires efficient training delivery:

  • Week 1: Call Handler basics—customer communication and scheduling
  • Week 2: Supervisor Command Center—team management and oversight
  • Week 3: Advanced features—reporting, invoicing, inventory
  • Ongoing: New feature training as the platform evolves

Konstantly enables this hands-on onboarding experience to scale without proportional staff increases.

Reducing support through better training

Fewer tickets, faster resolution

When customers understand the software, they need less help:

  • Common questions answered in training before they arise
  • Self-service resources accessible in-app
  • Troubleshooting guides for frequent scenarios
  • Feature discovery built into learning paths

Support staff focus on complex issues, not basic "how do I" questions.

24/7 learning access

Contractors don't keep 9-5 schedules. Emergency calls happen at midnight. Training needs to be available whenever they have time:

  • On-demand access from any device
  • Progress saved across sessions
  • Refresher content for infrequent features
  • New feature announcements with training attached

"If a supervisor has questions at 6 AM before the day's dispatch, they can find answers. They don't have to wait for our office to open."

The results

Since implementing Konstantly for customer training:

  • Faster adoption: Customers fully onboarded in half the previous time
  • Lower support load: 40% reduction in basic support tickets
  • Higher usage: 92% of customers actively using key features
  • Better retention: Customers who complete training show 60% lower churn
  • Scalable growth: Customer base expanded without proportional support hiring

"We built software that finally works for contractors. Now our training works for them too—short, practical, and available when they need it."

Software built for service people

Service Point Pro's promise is technology that understands the trades. Konstantly helps them deliver on that promise from the first login, ensuring every supervisor, call handler, and technician can use the software as naturally as their tools.