ServiceSight’s internal messaging system allows email-like messages to be sent and received by users of the ServiceSight system. Messages can be sent from the ServiceSight web application to other user of that application or to engineers using mobile devices and vice versa. Receiving & Reading Messages Messages can be accessed […]
Creating New Jobs on the Mobile App
A new job can be created by the engineer directly from the device. To do this Start at the main screen. Tap the plus sign on this screen. Select Job. Tapping the ‘site’ field at the top of the screen allows the user to select the site at which the […]
Completing Jobs on the Mobile App
Once on site, or on completion of the job, details of the work carried out & materials fitted, are entered as required against the job. The next section will describes completing jobs. To begin completing a job, do the following: Navigate to the Jobs Screen. Tap the job that needs […]
Travelling to Jobs on the Mobile App
Start Travel Once a job has been accepted and an ETA entered, two additional options are available from the popup menu shown when a job is selected, the first is ‘Start travel’. Navigate to the jobs screen, tap the job you wish to travel to. Tap ‘Start Travel’. Enter a […]
Receiving, Checking & Accepting Jobs on the Mobile App
Jobs List Outstanding and current jobs are shown after tapping the Jobs Icon on the Main Menu. All current jobs are shown and by default are ordered by date with the earliest first. Each time a new job is received a notification is sent to the device to alert the […]
Logging In & Out of the Mobile App
Logging In First you need to launch the ServiceSight App. To do this locate the ServiceSight icon and tap it once. You will be taken to the log in screen. To identify yourself on the ServiceSight system you will must log in using your own Email Address and Password. This […]
Assigning a Job to More Than One Engineer
Sometimes you may have jobs that require you to send more than one engineer at the same time. You can assign out jobs in ServiceSight to multiple engineers, for the same or for different times as needed. To assign a job to the first engineer simply open the Planner Board […]
Updating Jobs Manually
If your engineers are not using the mobile app or you need to update a job manually for other reasons this can be done very easily and all of the functionality available to the mobile app is replicated in the office system. This article presumes you have already logged and […]
Completing & Invoicing Jobs
When the technicians have finished their work on site the mobile app sends all of the job data back to the office system so that you can check & complete the jobs as soon as possible – so you can raise the invoice quicker & ultimately get paid faster. Finding […]
Editing the Dashboard
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 vital data, […]
