When you create a new customer account in ServiceSight, the system will generate a unique account number for your customer. However, if you would like to use a different account number that is larger than the one automatically generated, you can easily change it in the settings section of ServiceSight. […]
Supplier details
Supplier Details Supplier details are added or edited to show any current information that is new or updated to reflect changes for any stock suppliers you utilize. The details can be added or changed in the Purchases tab, under the sub-tab “Vendors” Supplier Details Select the Purchases tab on the […]
Adding new Sales Opportunity Status
Select the settings icon in the upper right hand corner of the ServiceSight home screen. Once in the settings screen, you will drop down menu’s for each setting. Select the tab labeled CRM, and it should drop down several tabs to choose from. Select Sales opportunities statuses at this time. […]
Sales Barrier
Sales Barrier The sales barrier can be a reason added to a quote or customer to let users know why a particular customer might be hesitant, or even say no. This can assist users with assisting customers. Creating a new sales barrier Select the settings icon in the upper right […]
Competitors
Competitor Detail Competitor details add information to any competitors you might encounter while dealing with customers. This can be added in the CRM area in the settings section. Adding Competitor detail Select the settings icon in the upper right hand corner of the ServiceSight home screen. Once in the settings […]
Sales Opportunity Attributes
Sales Opportunity Attributes Sales opportunity attributes allows you to add different attributes for customers and other sales possibilities listed with customers. These attributes can be memo’s regarding the location, notes about the customer, or other info needed for a particular customer or situation. Adding a new Sales Opportunity Attribute Select […]
CRM Attributes
CRM Attributes Adding attributes to the CRM section will allow you to add any needed reminders or information to your customers existing information. This will give the user the opportunity to state whether the user has restricted hours for service, multiple locations that are not listed, or even a certain […]
Job Attributes
Job Attributes Job attributes can be added to each job before submitting them in ServiceSight. Accessing and adding these can be done through settings, in the job drop down menu. Creating a New Attribute Select the settings icon in the upper right hand corner of the ServiceSight home screen. Once […]
Equipment Attributes
Equipment Attributes Equipment attributes can be added in the settings feature to enhance the equipment section of ServiceSight. This is where you can add different features, especially as they apply to new and revised equipment descriptions. Adding Equipment attributes Select the settings icon on the home screen located in the […]
Sales Opportunities
Sales opportunities is the section located in the customer section where you can list different sales possibilities for new and existing customers. This section is one of the tabs located under the customer section. This area allows the user to add possible sales opportunities, complete with sales barriers, competitors, and […]
