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, […]
Creating Reminders
There are four ways of starting the new reminder creation process on ServiceSight. The best way for you depends upon your own preferences or your current location within the system. Firstly you can access this feature from the Dashboard, secondly from the Reminder List screen, thirdly from within a customer […]
Notifications
When the system needs to let you know that an office user or engineer has sent you a message, or the system needs to remind you of an event or task you have set up as a reminder this happens through notifications. You will see notifications arrive by the number […]
Adding Job Types
ServiceSight allows you to categorise the work you do into job types. Each job type can have a unique name, description, charging structure and even report to different sales revenue codes in your accounts system. You can create as many job types on ServiceSight as you need and configure them […]
Creating Contacts
There are several ways of starting the new contact creation process on ServiceSight. The best way for you depends upon your own preferences or your current location within the system: You can access this feature from the Contact List screen You can create a contact from within a customer or […]
Sending Messages
ServiceSight incorporates an easy to use internal messaging system that allows you to stay in communication with any other ServiceSight users in your business including engineers in the field via our mobile application. Users can include attachments from outside the system, request delivery and read receipts and even raise new […]
Logging New Jobs
There are three ways of starting the job creation process on ServiceSight. The best way for you depends upon your own preferences or your current location within the system. All three methods converge very quickly and so it does not matter which you choose. Creating Jobs from the Dashboard If […]
Logging In & Out of ServiceSight
Logging In for the first time The first time you use ServiceSight you will be invited to do so by the system via email. Click on the link contained in the email. You will be asked to create a password for use in accessing the ServiceSight system. Once created you […]
Assigning Jobs Using the Planner Map
Allocating jobs to engineers is simple with ServiceSight. If you have used the ‘Save & plan’ option when creating a new job the system will open the Planner map automatically for you and pinpoint the location of the new job so that you can assign it straight away. Alternatively you […]
Reminders Detail
To support your sales & service activities ServiceSight incorporates a comprehensive reminder system. This enables you to create reminders for making phone calls, holding meetings, sending out quotes or any other activity, either customer related or simply something you need to do internally. Each reminder can have an alert associated […]
