In ServiceSight you can create employee records so that you can allow them access to the customer database, create new jobs, plan work for engineers as well as completing & invoicing jobs. Click on the ‘Settings’ link in the top right-hand area of the system In the menu that opens […]
Adding Engineers
In ServiceSight you can create Engineer records so that you can plan their work, send them jobs & messages and see their productivity & utilisation. Adding Engineers that have access to the mobile application Click on the ‘Settings’ link in the top right-hand area of the system Then in the […]
Creating Equipment
Creating a new Equipment record Start by selecting the Equipment header at the top of the page. At this point you will be presented with the standard Equipment records page and here you will need to go through and fill out the mandatory information such as the Equipment number, […]
Consumer Login Page Image
Consumer Login Page Image The Consumer Login Page Image allows the user to change the login page image to reflect a company logo, specific product, promotion, or whatever they would like. It allows your customer to see you personalize the login page to how you want it to appear. How […]
Consumer Navigation Menu Image
Consumer Navigation Menu Image This allows you to use the an image on the navigation menu of the CRM for your customers. This image can be a company logo or even an image used for special occasions, sales, or even holidays. How To Add Your Navigation Menu Image Starting on […]
Invoice/Report Header & Footer
Invoice/Report Header & Footer This allows the user to add either a company logo, graphic, or even an image of the company’s location to either the report or an invoice. These can be changed to reflect the change being made or to highlight any promotions as well. How To Add […]
Equipment Details
Equipment Details Adding details to an equipment record like an equipment category, make and model, and attribute will help to define and differentiate a piece of equipment. Start on the home screen of ServiceSight and select the Settings icon in the upper right-hand corner Once in settings, there is a […]
Purchase Orders
Purchase Orders Purchase orders are open or closed orders from Suppliers for the purchase of goods for e.g. parts, equipment, materials or refrigerant. Purchase orders can be viewed under the Purchases header, located at the top pf the main page. This screen will show all orders and there current status. […]
Adding Public Holidays
Adding a Public holiday to ServiceSight marks these days on the Planner so that you know, when allocating work, that that day is a bank holiday or other type of national holiday. Work can still be assigned on those days but the Holiday labour rate multiplier will be used when […]
