Inspections Inspections allow you to create and attach user-defined forms to be filled out on each job either on a ‘Pre Visit’ or on an ‘In Visit’ basis. These can then be allocated to an engineer to be completed on the mobile app. You can create a predetermined list of […]
Quotes
ServiceSight 8.3 Release
We are pleased to announce the launch of ServiceSight 8.3! This release contains some bug fixes and enhancements as detailed in the Release Notes. Click below to download. Your browser may not support inline PDFs, you can download the PDF by clicking here. ServiceSight 8.3 Release Notes
Invoicing Jobs on the Mobile App
ServiceSight enables you to allow your engineers to raise invoices via the mobile app. You also have the ability for those engineers to also collect payment by cash or credit card via the app if required. ServiceSight allows you to separate the two functions so that you can allow them […]
ServiceSight 8.2 Release
We are pleased to announce the launch of ServiceSight 8.2! This release contains some bug fixes and enhancements as detailed in the Release Notes. Click below to download. Your browser may not support inline PDFs, you can download the PDF by clicking here ServiceSight 8.2 Release Notes
Linking to QuickBooks
Linking to Quickbooks This can be done whether or not you have your Quickbooks already setup. If it is not setup yet, the link in the upper right hand of the dialogue box will take you to Quickbooks to setup an account that you can link to your ServiceSight account. […]
ServiceSight 8.1 Release
We are pleased to announce the launch of ServiceSight 8.1! This release contains some bug fixes and enhancements as detailed in the Release Notes. Click below to download. Your browser may not support inline PDFs, you can download the PDF by clicking here ServiceSight 8.1 Release Notes
GDPR Compliance Statement
Your browser may not support inline PDFs, you can download the PDF by clicking here. GDPR Compliance Statement Keywords: GDPR, Policies
Fair Processing Notice
Your browser may not support inline PDFs, you can download the PDF by clicking here. Fair Processing Notice Keywords: GDPR, Policies
Anonymising Prospect Records
If an individual requests that you remove their personal data from your database or if you wish to anonymise the prospect data for any other reason, it is easy to do so without affecting the referential integrity of your database. Go to the Prospect record in question. You can do […]
