Helpdesk

Customers CRM 16

• Overview of the Customer
• How to check details of any Service Location?
• How to update Billing customer?
• How to check invoices/estimates created under billing customer?
• How to check Job Tickets inside the Billing Customer?

View all 16

Web Platform 28

• How to setup a Company Profile
• How to Create Job Tickets
• How to use the Scheduler
• How to Add an Employee/User:
• How to add a Service Agreement

View all 28

Technicians Training 19

• How to install SmartServ app
• How to create jobs/tickets from Mobile
• How to see Work Orders & your schedule
• View home owner details and send out a service reminder via text
• How to manage and add Spiffs

View all 19