Creating Customers There are several ways of starting the new customer creation process on ServiceSight. The best way for you depends upon your own preferences or your current location within the system. Firstly you can access this feature from the Dashboard, secondly from the Customer List screen and finally from […]
New Sites
New Sites New sites would is similar to adding new customers in ServiceSight. Customers are going to expand locations and this will help you with managing those and adding them as well. New Sites On the navigation bar at the top of the screen, select the icon labeled “Customers”. Once […]
Consumer Dashboard Welcome Message
Consumer Dashboard Welcome message This message is what welcomes your customers to the web portal dashboard. It can be changed at any time by the user. Consumer Dashboard Welcome message Select the settings icon located on the far right side of the toolbar on the home screen. After this is […]
Changing Your Password
You can easily change your password for accessing ServiceSight at any time. To do this simply click your avatar in the top right-hand corner of the screen and select ‘My Settings’ from the small menu that appears. The ‘My Settings’ page appears. From the menu on the left click into […]
