Changing the default job type used on quotations
You can set the job type that automatically applies when creating a new quotation. This should be the type of job you quote for most often. To access Settings in ServiceSight simply click the Settings menu item in the top right area of the screen next to your avatar. Then […]
Editing an existing inspection
Editing an existing inspection If an inspection has already been compete by an engineer on a job, you will not be able to edit the used inspection template. However, you can clone the existing inspection and edit the information before saving this in to create a new inspection. You can […]
Sending a Quote to the Customer
Sending a Quote to the Customer Once you have created your quote with all the details you need, you will then be able to send to the customer by printing the Quote or sending via email. Open up the quote you want to send: Down at the bottom of the […]
Revising a Quote
Revising a Quote There may be a scenario where you need to revisit a quote in order to make changes or edit it for whatever reason. By using the ‘New Revision’ button within the particular quote; you will be able to do just this. First, open the quote you want […]
Quoting for Further Work Required
Quoting for Further Work Required When you are completing a job on the mobile app you can also log further work. This will then give you the ability to raise a quotation against the further work. To log further work that you have found that the office might want to […]
Marking a quote as Won
Marking a Quote as Won Click ‘Quote’ and then select the quotation you want to mark as ‘Won’ Once you have marked the quote as Won, a box will appear asking you ‘Are you sure you want to mark this quotation as Won and create a Job?’ Select ‘Create Job’ […]
Marking a Quote as Lost
Marking a Quote as Lost Click ‘Quote’ and select the quotation you wish to mark as ‘Lost’ Once the quote is open you will see a red button at the bottom of the screen ‘Lost’ Select ‘Lost’ and a box will appear saying ‘Are you sure you want to mark […]
Creating and Generating a Quote from the Mobile App
Creating and Generating a Quote from the Mobile App A new quote can be created by the engineer or technician directly from the mobile device. To do this open the app and login. Go to the Jobs List screen. Press on the plus sign in the top right hand corner. […]
Creating a Job Quote
Creating a Job Quote To create a new quotation click ‘Quotes’ on the menu bar then click ’New Quote’ in the top right You will see three tabs on the ‘New Quote’ screen Details | Job | Summary Start on the first tab ‘Details’ Firstly, select the Customer and Site […]
