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Service Management

PART III: Scheduling, Field Work & Billing

About This Program

This course is part of the CUBE Service Full Training Program, designed to help you master every stage of the Service Management workflow using the CUBE platform.

The full training consists of five parts. While each part can be taken individually, we highly recommend completing all five to ensure a complete understanding of the platform and unlock the full potential of CUBE.

Each session includes:

• Self-paced video resources
• One-on-one coaching with a CUBE Expert Coach
• Hands-on practice using your own projects or sample files

Start with the part that fits your current needs—or follow the full program from beginning to end for the most impactful learning experience.

Course Curriculum

Session 7 – Scheduling & Dispatch

Code: SVC-07

  • Creating a full-year service work order calendar
  • Assigning tasks based on technician roles and availability
  • Differentiating remote vs. on-site services
  • Using estimated hours and PM scopes to fill technician schedules
  • Auto-allocating remote work for efficiency
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Session 8 – Real-Time Operations with Service Map

Code: SVC-08

  • Accessing and interpreting the Service Map view
  • GPS tracking of vehicles and technicians
  • Identifying unassigned and overdue work orders visually
  • Drag-and-drop assignment directly from the map
  • Vehicle and technician qualification filters
  • Visibility into site/project/contract location overlays
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Session 9 – CUBE Mobile App

Code: SVC-09

  • Logging in and viewing current assignments
  • Updating job status and notes
  • Uploading service images and documentation
  • Completing and checking off PM tasks
  • Using QR/NFC to retrieve asset-specific service history
  • Submitting timesheets, MR requests, and follow-up recommendations
  • Navigating between tasks and viewing upcoming schedules
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Session 10 – Billing & Timesheets

Code: SVC-10

  • Overview of billing options and workflows in CUBE
  • Manual and automated billing triggers
  • Validating technician timesheets against scheduled work and actual completion
  • Creating, reviewing, and sending billing statements
  • Linking billable work to contracts and proposals
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