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• Sales Orders 2 Articles
  • Sales Orders
  • Despatch Notes

• Linking to Xero
• Linking to QuickBooks
• Linking to Sage 50
• The Benefits of Linking to an Accounts System
• How to include labor in sales tax calculations

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• Contact
• Creating Contacts
• Contact Details

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• Creating a New Quote
• Creating a New Customer Site
• CRM Attributes
• Competitors
• Sales Barrier

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• Using the Customer Web Portal
• Creating a New Customer
• Creating a New Customer Site
• New Sites
• Creating Customers

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• Using the Dashboard
• Editing the Dashboard
• Dashboard
• Consumer Dashboard Welcome Message
• Editing The Dashboard

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• Equipment
• Goods Received
• Equipment Details
• Equipment Attributes
• How to add a Service Group to an Equipment record

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• FGAS Bottle Tracking & Bottle History
• FGAS Settings And Refrigerant Types
• FGAS Webinar
• Decanting between Cylinders

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• Anonymising Closed Customer Records
• Anonymising Contact Records
• Anonymising Ex-Employee Records
• Anonymising Prospect Records
• Fair Processing Notice

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• Inspections
• Adding an Inspection to a Job
• Adding Inspections to Jobs Automatically
• Completing a Pre Visit inspection on the mobile app
• Creating a New In-Visit Inspection Template

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• Invoice
• Invoice Detail
• Completing & Invoicing Jobs
• Quotes
• Batch Invoices

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• Job
• Job Detail
• Logging New Jobs
• Updating Jobs Manually
• Assigning a Job to More Than One Engineer

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• Messages
• Sending Messages
• Notifications

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• Logging In & Out of the Mobile App
• Receiving, Checking & Accepting Jobs on the Mobile App
• Travelling to Jobs on the Mobile App
• Completing Jobs on the Mobile App
• Creating New Jobs on the Mobile App

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• Assigning Jobs Using the Planner Map
• Adding Public Holidays
• Adding Activities on the Planner Board
• Plannerboard
• Assigning Jobs Using the Planner Board

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• Fair Processing Notice
• GDPR Compliance Statement

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• Creating a New Supplier
• Creating a New Purchase Order
• Creating a New GRN
• Purchase Orders
• Purchase invoice matching permissions

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• Creating a Job from a Quote
• Creating a Job Quote
• Creating and Generating a Quote from the Mobile App
• Marking a Quote as Lost
• Marking a quote as Won

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• Reminders Detail
• Notifications
• Creating Reminders
• Creating Service Reminders
• Reminders

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• Sales Opportunities
• Sales Opportunity Attributes
• Sales Barrier
• Adding new Sales Opportunity Status

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• Creating a New Contract Type
• Creating a New Contract
• New Contract Type
• Service Contracts

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• Prices
• Licence Manager
• Logging In & Out of ServiceSight
• Adding Public Holidays
• Editing the Standard Labour Rate

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• Creating a New Stock Type
• Creating a New Stock Part
• Creating a New Stock Adjustment
• New Stock Type
• Stock Adjustment

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