To assist asset-centred service businesses with tracking & reporting on equipment we have introduced Equipment Condition indicators throughout the system to enable you to flag items of equipment, for example, as being in ‘Good working order’ or ‘Out of action’. The system comes with a three tier ‘traffic light’ system […]
Creating Engineer skills
Service sight allows you to create any new skills for either Site, Equipment or personal To create a new Skill engineer skill follow the next few simple steps: Click settings on the right hand site of your Service sight home page. Click Jobs Click New skill At this point you […]
Creating a New Employee
Within Service sight you can create a new employee and not only that you can also set limits and roles for the employee. To create a new employee follow the next simple steps. Click Setting Click General Click Employee Click new employee once you have selected new employee you will […]
Creating a New Material Type
you can create a new material type in Service sight by following these next simple steps. Within new material type you can enter a description of the materials along with a selling price, sales account, cost account and choose between an exempt ,reduced or standard product tax code so you […]
Updating the next Quote number
Updating the next Quote number Within Service sight you can change the number that shows on a quotation when offered to a potential customer. To change the Next quote number within service sight just follow these next simple steps. You will then be shown a screen where you can search […]
Adding Non-Chargeable job types
ServiceSight allows you to categorise the types of jobs that you complete and you have the option to create a job type of Non-Chargeable and you can create as many job types on ServiceSight as you need and configure them in any way you like. To create a Non-Chargeable job […]
Adding Fixed Price Job Types
Service Sight allows you to Create fixed price Labour rates and categorise the work you do into job types. Each job type can have a unique name, description, charging structure and even report to different sales revenue codes in your accounts system. You can create as many job types on […]
Adding Labour Rates
To create new Labour rates within service Sight you will need to follow these next simple step Click Setting Click Jobs Click Labour Charge Rates Click New Labour rate Enter the name of your new Labour rate and apply the charges needed and then press save button.
Customer References
Service sight allows you to add new customer references To Create a new customer reference simply click on the settings icon on your Service sight home screen and you will be able to create a customer quickly and easily following the next few easy steps. Click General Click User References […]
FGAS Settings And Refrigerant Types
Service Sight allows you to Create and maintain the refrigerant gas types that can be used within Service Sight and you can also configure F-gas setting to match your best working practices. Within the settings section of Service sight you have the three FGAS options below. Cylinder types Within cylinder […]
