When completing an inspection on a job there maybe a reason why it cannot be done at that specific time. You can add / amend the reasons not done within the settings to allow an engineer to select the correct reason why the inspection wasn’t done when filling out the […]
New stock adjustment reason
You can add new stock adjustment reasons to the system to allow you to select the correct reason for doing a stock adjustment. To do this go to settings > stock > stock adjustment reasons It will then show the current reasons you have on the system. To add a […]
Assigning security permissions
You can amend the permissions for a specific job role. To do this go to Settings > Security > Security roles Click into the role you are looking to amend and then click the permissions tab. Here is where you can amend the permissions for the role. Please remember to […]
How Do I Set Up A New Security Role?
How do I set up a new Security Role? Can a user belong to more than one group or role? A user cannot be allocated to more than one Security Role. When a user is allocated to a role, they are automatically removed from any other role they may have […]
Phrase Book
How do i add a Phrase book ? Go to Settings > General > Phrase Book Type the Phrase you wish to add to the Phrase Book. From the drop-down list select where you wish to use this Phrase.The options are: Activity, Inspections, Job Visits or Messages. Add as many […]
E-mail default wording
You can set a default e-mail wording for sales invoices and job sheets.To do this go to settings > General > SettingsSales invoice email message and job sheet email messageHere you can set a default email message so that you don’t have to type one out each time.
Licence Manager
Here you can view your current licence allocation for ServiceSight. Licences are required for both office users & mobile app users. You can increase your licence allocation at any time. If you need to increase your allocation please contact salesdesk@servicesight.com where one of our friendly team will be happy […]
