Within ServiceSight you can configure the system to allocate a set time period against a job visit automatically, for example if a majority of your jobs take 2 hours then you can set the duration setting to 2 hours. you can configure this setting by following these next simple steps. […]
Show Linked document numbers on Purchase orders
Within Service sight there is a setting that allows you the ability to either allow is diasallow the Linked document numbers from showing on your purchase order document that the system produces. The system is set up with the setting set to ‘No’ by default meaning that the numbers for […]
Supplier part number setting
ServiceSight not only allows to the ability to have your part number on goods received notes but it also give you the option to show your suppliers part number as well if required. To activate the ability to show the supplier part number as well as your just follow these […]
Stock re-ordering behavior
ServiceSight allows you to reorder stock levels to either a minimum stock level of a maximum stock level by default. To set the Stock reordering behavior just follow the next simple steps. Click on settings from your Servicesight home page. Click on general from the menu on the left of […]
Changing the reply email address on invoices.
Within Service sight you have the ability to add an email address to appear on your invoices so that a customer can reply to the invoice and you also have the ability to change this email address very easily. To change the account email address just follow these next simple […]
Accounts Link settings and Purchase matching
Within ServiceSight you now have the ability to match supplier invoices & credit notes to goods received notes and return notes in ServiceSight as a Service Sight Pro user. Once matched theinvoices and credits are synchronised to the users linked accounts system. Please note this includes support for Sage 50c […]
Purchase invoice matching permissions
ServiceSight gives you the ability to now match supplier invoices & Credit notes to goods that have been received and to return notes within ServiceSight. To configure permissions just follow these next simple steps. Click Settings from your Service sight home page. Click Security from the menu on the left […]
Creating stock manufacturers
Within service sight you can create new parts and one of the sections when adding a new part record is manufacturer. If you need to create a part record that is manufactured by a manufacturer that is not in the list then you can easily create the stock manufacturer within […]
Changing the next invoice number
Service sight is designed to allocate a new invoice number note number Automatically in numeric order every time you create a new invoice. The invoice number set within protean starts at 1 but you may have a preferred starting figure that you want showing on your next/first invoice maybe 100000 […]
Engineer App inspection completion
Service Sight allows you the flexibility to make changes to the way an engineer completes inspection on the mobile app. For example you may have a larger job over a large time period with numerus visits for the same engineer against the job. In this scenario you have the ability […]
