Creating a Job from a Quote Once your customer has accepted the quote and wants to move forward you can create the job directly from the quotation. Firstly, you need to mark the quote as ‘Won’ A message will appear asking you ‘Are you sure you want to mark this […]
Sending Inspection Documents to Your Customers
Sending Inspection Documents to Your Customers When the engineers have finished their work on site, the mobile app sends all of the job details including the completed Inspection data back to the office system so that you can check & complete the jobs as soon as possible – allowing you […]
Creating a New Pre Visit Inspection Template
You have the ability to complete pre visit and in visit inspections. It is possible to decide at which point an engineer is prompted to fill out each inspection sheet: Pre Visit – will appear when the engineer arrives on site. They cannot continue with the rest of the job […]
Creating New Inspections Templates
Creating New Inspections Templates ServiceSight allows you to create inspections that will be added to visits in order for engineers to be able to complete them on the mobile app. You have the ability to complete pre visit and in visit inspections. It is possible to decide at which point […]
Creating a New In-Visit Inspection Template
You have the ability to complete pre visit and in visit inspections. It is possible to decide at which point an engineer is prompted to fill out each inspection sheet: Pre Visit – will appear when the engineer arrives on site. They cannot continue with the rest of the job […]
Completing a Pre Visit inspection on the mobile app
On the mobile app, it is very simple to complete an inspection from an accepted job. When a “Pre Visit” inspection has been added to a job, you will get a pop up notification as soon as you click ‘complete’. Click on the job and report. Then select inspections. Once […]
Adding Inspections to Jobs Automatically
Adding Inspections to Jobs Automatically Within ServiceSight, you can automatically add inspection via job types. Once you have created all the inspections you need. Go into settings, Job, Job Types: Select the job type that you what to add your inspection too. This then opens the ‘Details’ of your selected […]
Adding an Inspection to a Job
Adding an Inspection to a Job You can add any inspections to any job. Open the Job you want to add an inspection to from the Jobs list, or if you are creating a job the job will open for you for editing. Go to the Inspections tab. Click on […]
The Benefits of Linking to an Accounts System
The Benefits of Using Accounting Integration ServiceSight can link to several accounts systems and will import your customers and send back your sales invoices as you raise them. This can save many hours of manual re-keying not to mention preventing costly mistakes when manually creating invoices in another system. ServiceSight […]
