Allocating jobs to engineers is simple with ServiceSight. The Planner Board enables you to allocate work to engineers with a simple click & drag whilst giving you the information you need to see who is free and best placed to carry out the work. Opening the Planner Board To open […]
Customer Detail
Possibly the most important tool at your disposal is a detailed customer database. ServiceSight enables you to hold details on both prospective customers, billing addresses & site addresses ensuring you can keep track of where jobs are & who owes you money. Main Features Customers Create a new job for […]
Plannerboard
As important as the ability to create new jobs is the tool for allocating & managing those jobs. The ServiceSight Planner Board enables you to replace antiquated whiteboard & T-Card systems with state of the art GPS tracking & real-time mobile integration. The Planner Board allows you to not only […]
How to add a Service Group to an Equipment record
How to add a Service Group to an Equipment record Click on Equipment and then Customers sub tab Open your Equipment you want to add the service group too Click on Servicing Tab Click on Assign Servicing Group Tick the service groups you wish to assign Click Select Click Save […]
How to add a Service Group via the Customer Record
How to add a Service Group via the Customer Record 1) Click on Customers and then Customers sub tab 2) Open your customer 3) Click on Service Groups Tab 4) Add Service Group 5) Enter the Group name and give it a description 6) Click Save Within in this screen […]
Contact Details
Along with your customer database this is possibly the most important tool at your disposal. ServiceSight enables you to hold details on both prospective & contact contacts helping you to make sure you speak to the right person at the right time. Main Features of Contacts Full customer details, including […]
Customer
Possibly the most important tool at your disposal is a detailed customer database. ServiceSight enables you to hold details on both prospective customers, billing addresses & site addresses ensuring you can keep track of where jobs are & who owes you money. The customer list shows you your full list […]
Turning Prospects into Customers
Once you are ready to turn your prospect into a customer you can do this very easily. Click the ‘Customers’ icon to open the Customer list screen. Find the prospect you need to update in the list, or use the search bar to locate it. Click the blue ‘Account no’ […]
Creating Prospects
As well as recording existing customers and their sites on ServiceSight you can also create prospect records for companies and individuals you would like to trade with but are not customers yet. You can create reminders for prospects so that you can carry out sales activities with them such as […]
Customer Upload
Customer Upload ServiceSight incorporates a powerful import tool to help you upload your customers from CSV or Xcel file formats. If you are linking to an accounts system like Xero or QuickBooks then you do not need to do this as your customers will be imported for you as part […]
