Help Articles

Browse our collection of guides and tutorials

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.

CRM•December 15, 2024•Video Tutorial

Adding a Contact - Video Tutorial

Learn how to add individual contacts to your existing clients in this comprehensive video tutorial.

CRM•December 15, 2024•Video Tutorial

Creating a Site - Video Tutorial

Follow along as we show you how to create and manage sites for your clients in Standara.

CRM•December 15, 2024•Video Tutorial

Intro to Service Management - Video Tutorial

Get a comprehensive overview of Standara service management features and capabilities.

Getting Started•December 15, 2024•Video Tutorial

Scheduling a Job - Video Tutorial

Learn how to schedule and manage jobs effectively in Standara with this detailed video guide.

Calendar & Scheduling•December 15, 2024•Video Tutorial

Time Tracking - Video Tutorial

Master time tracking features in Standara with this comprehensive video tutorial.

Calendar & Scheduling•December 15, 2024•Video Tutorial

Manual Time Entry - Video Tutorial

Learn how to manually enter time entries for completed jobs in Standara.

Calendar & Scheduling•December 15, 2024•Video Tutorial

Using the Mobile App - Video Tutorial

Discover how to use Standara mobile app features for field service management on the go.

Getting Started•December 15, 2024•Video Tutorial

How to create your first alarm installation order

Learn the step-by-step process to create and manage your first alarm system installation order.

Orders Management•June 12, 2023

Setting up automated installation and service reminders

Configure automated SMS and email reminders for your upcoming installations and service jobs.

Calendar & Scheduling•May 28, 2023

Importing your customer list

Follow this guide to import your existing customer database into Standara CRM.

CRM•July 5, 2023

Creating and managing technician teams

Set up teams, assign roles, and manage your alarm installation and service technicians effectively.

Getting Started•April 18, 2023

Integrating with payment processors

Connect your preferred payment processor to automate billing and payments.

Billing & Account•June 30, 2023

Using sequence templates for follow-ups

Learn how to use and customize our pre-built sequence templates.

Sequences•July 10, 2023

Effective customer communication strategies

Best practices for communicating with your alarm system clients.

CRM•May 15, 2023

Setting up recurring maintenance visits

Create and manage recurring maintenance and service visits for your alarm system clients.

Calendar & Scheduling•June 22, 2023