If your customer’s sites are managed by a 3rd party, you can enable a feature called Managing Agents. To turn on Managing Agents Go to Settings > General > Settings and in the search bar type ‘Use Managing Agents’ Click on the ‘Use Managing Agents’ setting name highlighted in blue. […]
Stock Detail
Stock Detail Stock detail can be added to give description to any parts in the system, new or existing. The details can either be added or even changed to existing, and created for new items being added in stock. Stock Detail Select the Stock tab on the top of the […]
Service Contracts
Service Contracts This is the area where you can setup a continuing weekly, monthly, even yearly contract of service for a customer. this will also allow you to put down any sites needing serviced, equipment involved, and finally invoice the charges for the work being done. This is located on […]
Adding Material Types
As well as charging for an engineer’s labour hours on a job you will need to charge for any materials used. ServiceSight allows you, as office users, or engineers via the mobile application, to add materials to a job so that they can be charged to the customer. When materials […]
New Contract Type
New Contract Type Select the settings icon in the upper right hand corner of the ServiceSight home screen. Once in the settings screen, you will see tabs down the left hand side of the page, select ‘Service Contracts’ and then ‘Contract Types’ After selecting this it will take you to […]
Stock Adjustment
Stock Adjustment Stock adjustments allow the user the ability to correct any issues in their stock listing to reflect the correct amount available. Stock adjustments can be done to either increase or decrease the particular item selected. Stock Adjustment Starting on the home screen, select the icon labelled stock located […]
New Stock Type
New Stock Type A new stock, or inventory type can be used to separate the types of stock that you have available into a category E.g Standard Parts, Consumables etc Select the settings icon in the upper right hand corner of the ServiceSight home screen. Once in the settings screen. […]
Adding Activity Types
ServiceSight allows you to capture every minute of an engineer’s day by using activities to record their time when not travelling to (or from) a job or working on site. Activities can range from doctors appointments, to collecting parts or even just a lunch break. Activities can be created in […]
Changing Settings
Changing Settings To allow you to configure ServiceSight to meet your individual requirements there are many settings and options that can be set. These general settings allow you to adjust areas like the amount of history an engineer see on their mobile application and what image to use on the […]
Adding Cancellation Reasons
When you need to cancel a job ServiceSight will prompt you to select a previously created cancellation reason to assign to the job so that you will be able to analyse historically cancelled jobs. You can create as many reasons as you need and you can edit & delete previously […]
