Help Articles
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Adding a Client - Video Tutorial
Watch this step-by-step video tutorial to learn how to add a new client to your Standara CRM system.
Adding a Contact - Video Tutorial
Learn how to add individual contacts to your existing clients in this comprehensive video tutorial.
Creating a Site - Video Tutorial
Follow along as we show you how to create and manage sites for your clients in Standara.
Intro to Service Management - Video Tutorial
Get a comprehensive overview of Standara service management features and capabilities.
Scheduling a Job - Video Tutorial
Learn how to schedule and manage jobs effectively in Standara with this detailed video guide.
Time Tracking - Video Tutorial
Master time tracking features in Standara with this comprehensive video tutorial.
Manual Time Entry - Video Tutorial
Learn how to manually enter time entries for completed jobs in Standara.
Using the Mobile App - Video Tutorial
Discover how to use Standara mobile app features for field service management on the go.
How to create your first alarm installation order
Learn the step-by-step process to create and manage your first alarm system installation order.
Setting up automated installation and service reminders
Configure automated SMS and email reminders for your upcoming installations and service jobs.
Importing your customer list
Follow this guide to import your existing customer database into Standara CRM.
Creating and managing technician teams
Set up teams, assign roles, and manage your alarm installation and service technicians effectively.
Integrating with payment processors
Connect your preferred payment processor to automate billing and payments.
Using sequence templates for follow-ups
Learn how to use and customize our pre-built sequence templates.
Effective customer communication strategies
Best practices for communicating with your alarm system clients.
Setting up recurring maintenance visits
Create and manage recurring maintenance and service visits for your alarm system clients.