New Attributes New attributes are added to assist in different fields of the software for the end user whether it be in equipment, job, or the CRM fields of the software. These can be added or adjusted in the settings field of each of the previously mentioned areas. Creating New […]
Price List Detail
Price List Details Price list details are created for your customers when dealing with the sale of parts and materials. You can change the exceptions and the default price calculation for parts and materials, and add any customers the price list applies to. Creating new price list details Select the […]
Alerts
Alerts Alerts are setup to notify the user when certain items have been completed. Alerts can be changed in the settings section to for when they are on hold or ready. Alerts 1. Starting on the main screen, select the settings icon located on the far right of the tool […]
How to a create a new Currency
ServiceSight allows you to add various currencies. To add a currency simply go to Settings | Accounting | Currencies. Click ‘Settings’ by your avatar in the top right-hand corner, then select Accounting from the list that opens on the left. Then choose Currencies. Click the green ‘New Currency’ button and […]
Consumer Email Body
Consumer Email Body The email body allows users to state what the consumer can do on the web portal section. This message can be changed whenever the user needs to. Consumer Email Body Select the settings icon located on the far right side of the toolbar on the home screen. […]
Adding Reminder Types
Reminders in ServiceSight are a very powerful tool to help you avoid missing important phone calls, meetings or other vital sales or service activity. You can get the system to remind you about these activities and easily keep track of diaries & to-do lists. Each reminder is assigned a reminder […]
Adding Job Titles
To help you capture relevant CRM information about prospects & active customers ServiceSight allows you to create a customised list of job titles to apply to your contacts. These can then be viewed in the system to ensure you are speaking or dealing with the right person at your customers […]
Currency Maintenance
Currency maintenance Currency maintenance can be handled in the settings menu area. This can be used to add currencies and even delete currency that is no longer being accepted by the user. To access the currency setting, select the settings icon on the home screen located in the upper right […]
Suppliers
Suppliers Tracking suppliers, can be done via the website under the purchases tab located in the top toolbar. This feature allows you to not only upload a Supplier list, but also manually enter a new supplier as well. This supplier screen will allow the user to also enter where certain […]
Planner Map
As important as the ability to create new jobs is the tool for allocating & managing those jobs. The ServiceSight Planner Map enables you to replace antiquated whiteboard & T-Card systems with state of the art GPS tracking & real-time mobile integration. The Planner Board allows you to not only […]
