Service sight allows you to make changes to the working hours that you see from job planner screen and you make simple changes to this if you have engineers that work outside of the usual working day. For example you may only require to see a start time of 09:00 […]
Changing the Despatch note number
Service sight is designed to allocate a despatch note number Automatically in numerical order every time you create a despatch note. If there is ever a reason that wish to change this number then you have the ability to do so very easily within the settings section of Service sight. […]
Engineer app default activity type
Service sight is designed in ways to save time for employees and help increase productivity for customers one way that you can save your engineers time is to set a default activity type so that it doesn’t need to be changed every time an engineer creates an activity on the […]
Updating the Credit note number
Service sight is designed to allocate a credit note number Automatically in numeric order every time you create a credit note. If there is ever a reason that wish to change this number then you have the ability to do so very easily within the settings section of Service sight. […]
Manual Purchase Matching
Service sight allows you to either enable or disable the ability to manually match purchases. To change this setting within service sight follow these next simple steps. Click Settings from your service sight home page. Click General from the menu on the left Click settings from the menu on the […]
Automate Recurring Jobs creation
Service sight gives you the ability to save time by creating recurring jobs automatically for you. Service sight comes with this setting enabled for you but you do have the ability to change this if you prefer to create the jobs manually. To either enable or disable this option just […]
Reminders
To help support your sales & service activities ServiceSight incorporates a comprehensive reminder system. This enables you to create reminders for making phone calls, holding meetings, sending out quotes or any other activity, either customer related or simply something you need to do internally. Each reminder can have an alert […]
Collecting Payments on the Mobile App
To collect payments via the mobile app you first need to turn the feature on in the web app as well as allowing your engineers to raise invoices on the mobile. You will also need to have an account with Square and the Square app installed on the engineers’ mobile […]
Makes & Models
Make/Model This section would be for when the user is adding a piece of equipment to website for customers. This section will allow you to not only add a new make and model, but also upload make/model records, and service schedules to this section. Adding a new make/model To create […]
Creating a new Engineer type
Service sight allows you to create engineers by type to ensure that you have to correct engineer who has the correct skills needed to complete work associated with any types of jobs that you create. To create a new engineer type just follow the next few simple steps: Click Settings […]
