Technicians Training

Technician training folder contains a library of useful information to get started with the SmartServ app.

How to install SmartServ app
It only takes a few minutes to set up the SmartServ app on your iOS device. Please open a browser (Safari/Google Chrome) to open the url and follow the step...
Fri, Aug 23, 2019 at 1:21 PM
How to create jobs/tickets from Mobile
We have gone ahead and made a feature which will help you (Field Staff) to create job/tickets from the field on your mobile app. After they do, they sho...
Fri, Aug 30, 2019 at 11:20 AM
How to see Work Orders & your schedule
In the mobile dashboard, you can navigate and manage Ticket Details, Notes, Equipment at Customer Location, Checklist/Forms, and Billing (for Estimates &...
Tue, Aug 20, 2019 at 4:25 PM
View home owner details and send out a service reminder via text
Customer Information As a technician you can see the customer's billing information as well as the worksite details for the job card you're worki...
Tue, Jun 19, 2018 at 7:20 AM
How to manage and add Spiffs
HOW TO SEE A LIST OF SUBMITTED SPIFF's Go the Task Calendar View for finding your list of Spiffs.  Click on the left bottom most "SPIFF LI...
Fri, Aug 23, 2019 at 11:38 AM
Settings & Logging Out of the App
We will be covering the Setting section on the iPad, You can perform the following functions on the settings portion: 1. Send a Feedback to our Support ...
Tue, Jun 19, 2018 at 7:41 AM
How to see Service History for a Customer
To look at the service history of the customer, click on the green “History” button which will give you a list of all visits at the customer's work ...
Thu, Jun 28, 2018 at 7:30 AM
How to create a Time Card
There are 2 types of Time Cards that can be added in SmartServ:     1. Ticket specific Time Card     2. Custom Time Card You can add the time card in ...
Fri, Aug 23, 2019 at 12:07 PM
View Recommendations for a Ticket
To see all the Recommendations on the ticket, click on the “Recommendations” tab. Below are the types of items that will show up: Line items that have ...
Fri, Aug 23, 2019 at 11:54 AM
How to view or add notes for a ticket
From the Notes section of the iPad, you can perform the following functions: View existing notes input by office New notes can be created  Create rem...
Thu, Jun 28, 2018 at 8:03 AM