Course Code: SVC-01
Goal: Understand the role and strategic value of the Service Module within the CUBE platform, and how it supports a connected, efficient, and data-driven service operation.

Session Overview

Duration: 1 Hour
Format: Instructor-led (Microsoft Teams or in-person)
Level: Introductory
Resources Provided:

• Service Module Overview PDF.
• Service Management Lifecycle Diagram.
• Sample Work Order & Contract Templates.
• Service Dashboard Quick Reference
  

Learning Objectives

By the end of this session, participants will be able to:

• Explain the purpose and scope of the CUBE Service Module.
• Identify how service management integrates with other CUBE tools (estimating, billing, assets, Q-Bic)
  
• Understand the service lifecycle and key stakeholder responsibilities
  
• Recognize and describe core components of the service platform
  
• Begin navigating the service dashboard and identifying where work begins
  

Session Agenda

1.1 Overview of CUBE’s Integrated Service Ecosystem

• Introduction to the Service Module as part of the broader CUBE platform
  
• How service ties into project management, estimating, billing, and reporting
  
• Real-world outcomes enabled by integration:
  
• Reduced response times
  
• Centralized customer history
  
• Faster work order execution
  
• Full-service-to-invoice tracking
  
• Tour of the Service Dashboard interface
  

1.2 The Value of Centralized, Data-Driven Service Management

• Challenges of disconnected or manual service workflows
  
• Benefits of using CUBE for service:
  
• Visibility across teams
  
• Historical tracking of service events
  
• Centralized documentation
  
• Field technician access and updates
  
• Leveraging data for preventive maintenance and customer recommendations
  

1.3 Introduction to the Service Lifecycle & Stakeholder Roles

• Understanding the lifecycle of a service request:
  
• Initiation → Dispatch → Completion → Billing → Follow-up
  
• Overview of stakeholder roles:
  
• Dispatcher / Coordinator
  
• Field Technician
  
• Service Manager
  
• Billing / Admin
  
• Client / Site Contact
  
• Connecting the lifecycle to modules and reporting outputs
  

1.4 Key Components of the CUBE Service Module

Participants will be introduced to the following elements:

• Work Orders:
  
• Task assignments, technician tracking, job notes, and attachments
  
• Service Sites:
  
• Location-based service history, assigned assets, and documents
  
• Assets:
  
• Tracked equipment, maintenance history, install details
  
• Contracts:
  
• Preventive maintenance agreements, coverage terms, billing schedules
  
• Reports:
  
• Service summaries, technician performance, and asset health
  
• Maps:
  
• Location visualization and route optimization
  
• Q-Bic (Quick Booking Interface):
  
• Calendar-based service scheduling and drag-and-drop dispatching
  
• Estimating (Service Proposals):
  
• Quick quotes linked to service tasks
  
• Billing:
  
• Time, material, and flat-rate billing tied to contracts or one-time jobs
  
• Recommendations:
  
• Technician-driven or system-generated suggestions for upgrades or follow-up work
  

Hands-On Preview (Optional if time allows)

Participants may observe or explore:

• Navigating the Service Dashboard
  
• Opening a sample work order
  
• Viewing an asset linked to a service site
  
• Locating a job on the service map
  

Post-Session Action Items

To reinforce the session, participants are encouraged to:

• Review their existing service structure or CRM and compare it to CUBE’s service model
  
• Identify internal stakeholder roles that align with the service lifecycle
  
• Bookmark key modules in the CUBE interface for quick access
  

Prepare for deeper configuration topics in future sessions (workflows, contracts, reporting)

Note: When scheduling, make sure to include this session code: SVC-01.

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