ServiceSight enables you to allow your engineers to raise invoices via the mobile app. You also have the ability for those engineers to also collect payment by cash or credit card via the app if required. ServiceSight allows you to separate the two functions so that you can allow them […]
Linking to QuickBooks
Linking to Quickbooks This can be done whether or not you have your Quickbooks already setup. If it is not setup yet, the link in the upper right hand of the dialogue box will take you to Quickbooks to setup an account that you can link to your ServiceSight account. […]
GDPR Compliance Statement
Your browser may not support inline PDFs, you can download the PDF by clicking here. GDPR Compliance Statement Keywords: GDPR, Policies
Fair Processing Notice
Your browser may not support inline PDFs, you can download the PDF by clicking here. Fair Processing Notice Keywords: GDPR, Policies
Anonymising Prospect Records
If an individual requests that you remove their personal data from your database or if you wish to anonymise the prospect data for any other reason, it is easy to do so without affecting the referential integrity of your database. Go to the Prospect record in question. You can do […]
Anonymising Ex-Employee Records
If an individual requests that you remove their personal data from your database or if you wish to anonymise employee data where you have determined that you have no need or legal requirement to retain them, it is easy to do so without affecting the referential integrity of your database. […]
Anonymising Contact Records
If an individual requests that you remove their personal data from your database or if you wish to anonymise the contact data for any other reason, it is easy to do so without affecting the referential integrity of your database. Go to the Contact record of the individual in question. […]
Anonymising Closed Customer Records
If an individual requests that you remove their personal data from your database or if you wish to anonymise closed customer data where you have not carried out any transactions with the customer for a number of years it is easy to do so without affecting the referential integrity of […]
Mobile App – Finishing Activities
Mobile App – Starting Activities
To start an activity, select the plus sign located in the upper right hand corner of the application. This will bring up a pop-up menu of sorts. Select “Activity” from the menu. After selecting the activity, you will be prompted to not only select the activity type and notes for […]
