Mobile App – Job Details To see the details of any job simply tap it and then choose ‘Job Details’ from the menu that appears. There are three tabs of information available to you – Job, History & Site Note. Job Tab This tab contains all the details of […]
Mobile App – Jobs List
The main function of this screen is to let you see planned jobs that have been allocated to you. Here you can sort & filter the list and access other features of the app such as messaging & creating new jobs yourself. Date Filters When you open your job list […]
Linking to Xero
To save you even more time and cut out needless rekeying and potential mistakes you can link your ServiceSight system to your Xero accounts system. Click here to see why you should link to an accounts system like Xero! Setting up connection – Setting up connection – VAT Rates – […]
ServiceSight Support & Training Options
With any system, especially one as vital to your operations as ServiceSight, you need to be sure you are getting the most out of it. This is done through training on the system features and then backed up by a class-leading support desk. What’s included in my monthly subscription? ServiceSight […]
ServiceSight Pro
Do you need more? Whilst ServiceSight offers a great deal of functionality and enables you to get paid faster, eliminate paperwork & increase engineer productivity we recognise that there is more that it could do for you as a service management business. That’s why we at Protean Software have already […]
Creating Service Reminders
If you have planned maintenance agreements with customers as well as using ServiceSight to create & control the jobs as you do them, you can also use it to remind you when these jobs are due. Creating a Reminder Select Reminders from the main menu bar at the top of […]
Adding Activities on the Planner Board
As well as allocating jobs to engineers with the ServiceSight Planner Board you can also add engineer activities ie anything an engineer might do or spend time on that is not travelling to or working on a job. This enables you to capture every minute of an engineer’s day leading […]
Dashboard
Dashboard Overview The ServiceSight Dashboard is your window both into the system & to your business. It is the first page that you see when you log into the system every day and the screen that you will probably return to most often. The Dashboard offers easy routes to your […]
Downloading the ServiceSight Mobile App
In order to get the most out of ServiceSight, engineers can download the app to their mobile devices, enabling them to complete visits on jobs and fill out all relevant information. Downloading from the Play Store You can download the ServiceSight app from the Google Play Store – just search […]
App Download
Download the mobile application here!
