Equipment Attributes Equipment attributes can be added in the settings feature to enhance the equipment section of ServiceSight. This is where you can add different features, especially as they apply to new and revised equipment descriptions. Adding Equipment attributes Select the settings icon on the home screen located in the […]
Sales Opportunities
Sales opportunities is the section located in the customer section where you can list different sales possibilities for new and existing customers. This section is one of the tabs located under the customer section. This area allows the user to add possible sales opportunities, complete with sales barriers, competitors, and […]
Despatch Notes
Despatch Notes Despatch notes are the collective notes for a recent allocated sales order. When viewed, it acts as an invoice for the the sales order to show how many parts of a certain part or which pieces of equipment have been allocated. The notes for the despatch essentially show […]
Sales Orders
Sales Orders Sales orders can be accessed through the sales icon on the top toolbar. Selecting this will take you to one of two options, Sales Orders and Dispatch Notes. The screen itself will automatically land on the sales orders, showing the list of currently open and closed orders. New […]
Job Details
Job Details allow the user to not only add information to the job, but also possibly change it as well. This section can be accessed on the first tab of the job. Job Details To access, select the Jobs tab located on the main screen in the top toolbar. This […]
Batch Invoices
Batch Invoices Batch invoices can be accessed by selecting the invoicing tab on toolbar on the top. Batch invoicing allows the user to generate multiple invoices from a single-entry input, allowing the user to skip manually entering information per individual invoice. To access the feature, proceed with the following steps: […]
Stock
Stock Stock, also labeled inventory, can be found located on the main screen at the top toolbar. This not only allows you to view the parts you have in stock, but also allows you to make different inventory adjustments. In the inventory tab, you will be able to see the […]
Credit Notes
Credit Notes Credit Notes are included in the system to allow you to notated whose account was credited and the reason why that customer was receiving a credit on work or service performed for the customer. To start the procedure, make sure you are on the ServiceSight homepage and logged […]
Goods Received
Goods Received Located under the purchases tab, goods received applies to goods, or inventory and stock, received from a vendor. This is applied when a purchase order is “Booked In”, or received. These goods are added to stock, or inventory, once the purchase order has been received by the end […]
