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SmartServ Knowledge Base
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